Create a Bidsketch client from every new Zendesk user
Keep your sales and support records aligned as soon as someone enters Zendesk.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Why this helps
New contacts get lost between support and proposal work.
- Reduce duplicate data entry
- Keep new contacts ready for proposals
- Prevent handoff delays
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Bidsketch once in the Notis portal.
- 2Create an automation and describe that each new Zendesk user should become a Bidsketch client.
- 3Pick New User Created as the trigger.
- 4Choose where run reports should go, then test with one real user.
Questions about this workflow
Can Notis decide which user details to include?
Yes. Tell Notis in plain language which available Zendesk details should be used.
What happens if the client already exists?
Tell Notis to check existing Bidsketch clients before creating a record.
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.