Understand quote activity for new users
Give your team a clearer picture of commercial history.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Get All Quotes
Tool to retrieve a paginated list of all quotes. use after setting pagination parameters.
Why this helps
Quote activity can be missed when a contact first appears in support.
- Reveal possible quote history
- Support better routing
- Reduce duplicated research
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Better Proposals in Notis.
- 2Create an automation named New user quote landscape.
- 3Tell Notis to retrieve quotes and summarize possible matches using the new Zendesk user context.
- 4Choose Zendesk New User Created as the trigger.
- 5Select a report channel, then test with one real user.
Questions about this workflow
Will every quote be shown?
Instruct Notis to focus on likely matches and summarize the relevant results.
Can it confirm identity?
It can report matching evidence, but your team should confirm identity before acting.
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.
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New User Created
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New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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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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