Add BigML project context to user onboarding
Start onboarding with the current project details connected to the new user record.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Get Project
Tool to retrieve details of a project by id. use when you need to inspect project metadata before analysis.
Why this helps
Teams lose time rebuilding context when onboarding records point to analysis work elsewhere.
- Speed up onboarding reviews
- Keep customer context connected to analysis
- Reduce duplicate research
Setup
Build it in a few focused steps.
- 1Connect Zendesk and BigML once in the Notis portal.
- 2Create an automation instructing Notis to find a project reference in each new user record, retrieve its details, and summarize the onboarding implications.
- 3Select New User Created as the trigger.
- 4Choose a report channel and test with one real user event.
Questions about this workflow
What if there is no project reference?
Notis can report that no project context was available and continue without the lookup.
Can it create the project instead?
Use the project creation workflow when a new workspace is needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Bigml. A trigger fires from one place; an action lands in another.
Zendesk triggers
Bigml actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create External Connector
Tool to create a new external connector for data sources. use after configuring external databases or search indices.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Tool to create a new project. use when you need to group related bigml resources into a project.
New User Created
Triggered when a new user is created in Zendesk.
Delete Project
Tool to delete an existing project. use when you need to permanently remove a project resource after confirming it is not in use by other resources.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Get External Connector
Tool to retrieve details of an external connector. use after creating or listing external connectors to inspect its state.
Get Project
Tool to retrieve details of a project by id. use when you need to inspect project metadata before analysis.
List Correlations
Tool to list correlation resources. use when you need to browse or paginate existing correlations for the authenticated user.
Connect any two apps with Notis in the middle.
Zendesk and Bigml, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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