Create account context for new Zendesk users
Start every relationship with the account details already available.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Get Company
Tool to retrieve details of a specific company. use when you need company metadata by id.
Why this helps
Teams spend time reconstructing company context after a user is created.
- Prepare a repeatable account brief
- Reduce manual company lookups
- Improve first response quality
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Better Proposals in Notis.
- 2Create an automation named New user company profile.
- 3Tell Notis to retrieve relevant company details and summarize them for the onboarding team.
- 4Choose Zendesk New User Created as the trigger.
- 5Select a report channel, then test with one real user.
Questions about this workflow
What happens when there is no company id?
Notis reports that it could not identify a specific company and includes the available user context.
Is the company record edited?
No. This workflow only retrieves company details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Better proposals. A trigger fires from one place; an action lands in another.
Zendesk triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Company
Tool to create a new company. use after confirming the company does not already exist.
New User Created
Triggered when a new user is created in Zendesk.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Create Proposal Cover
Tool to create a new proposal cover design. use when you need a custom cover design before sending out a proposal. use after finalizing cover settings.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Connect any two apps with Notis in the middle.
Zendesk and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Better proposals.