Connect new users with signed proposal context
Help your team recognize customers who already signed.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Get Signed Proposals
Tool to retrieve all signed proposals. use when you need to list proposals clients have signed after confirming credentials.
Why this helps
A new support identity may belong to an account with important signed work.
- Recognize signed customers quickly
- Improve routing and prioritization
- Reduce repeated account research
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Better Proposals in Notis.
- 2Create an automation named Signed proposal context.
- 3Tell Notis to retrieve signed proposals and summarize any likely connection to the new user.
- 4Choose Zendesk New User Created as the trigger.
- 5Select a report channel, then test with one real user.
Questions about this workflow
Will it expose all signed proposals?
You can instruct Notis to focus on likely matches and summarize only relevant results.
What if the user is not a customer?
The report states when no likely signed proposal is found.
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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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.