Check Bidsketch context when a Zendesk user appears
Give your team useful client context before the next conversation starts.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Get Client
Tool to get a client by id. use when you need detailed client info after obtaining its id.
Why this helps
Teams repeat discovery because existing proposal context is hard to find.
- Reduce repeated research
- Prepare better responses
- Find existing client context faster
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Bidsketch once in the Notis portal.
- 2Create an automation asking Notis to find and retrieve the matching Bidsketch client details.
- 3Pick New User Created as the trigger.
- 4Choose where reports go and test with one real user.
Questions about this workflow
What if no matching client exists?
Tell Notis to report that no match was found and suggest the next action.
Where does the retrieved context appear?
Notis sends the run report to the channel you choose.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Bidsketch. A trigger fires from one place; an action lands in another.
Zendesk triggers
Bidsketch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Client
Tool to delete a client and all their proposals. use when you want to permanently remove a client and its associated proposals from your account.
New User Created
Triggered when a new user is created in Zendesk.
Delete Fee
Tool to delete a fee. use when a saved fee is no longer needed. use after confirming this fee isn't referenced in any live proposals.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
Delete Webhook
Tool to delete a webhook. use after obtaining the webhook id to remove it.
Connect any two apps with Notis in the middle.
Zendesk and Bidsketch, 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 Bidsketch.