Catch new proposal activity for new users
Spot timely commercial context as soon as a contact appears.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Get New Proposals
Tool to retrieve all new proposals. use after validating credentials when you need only newly created proposals.
Why this helps
New proposal activity can be missed during busy onboarding queues.
- Surface fresh proposal activity
- Improve handoff timing
- Reduce missed follow-up windows
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Better Proposals in Notis.
- 2Create an automation named New user new proposal alert.
- 3Tell Notis to retrieve new proposals and report likely matches for the new user with a suggested review priority.
- 4Choose Zendesk New User Created as the trigger.
- 5Select a report channel, then test with one real user.
Questions about this workflow
Does it contact the user?
No. It creates an internal report only.
Can it rank matches?
Yes. Ask Notis to explain a simple priority based on the available evidence.
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.