Create an embedded signing link for a new Zendesk user
Give new users a direct path to complete their paperwork.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Create Embedded Request Link
Tool to create an embedded request link. Use after specifying title and signers to generate an embeddable URL for in-app document preparation and sending.
Why this helps
Teams manually create signing links and paste them into onboarding messages one user at a time.
- Speed up onboarding preparation
- Make signing easier to access
- Reduce copy and paste work
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Boldsign once in the Notis portal.
- 2Create an automation for embedded signing links.
- 3Tell Notis to create a Boldsign embedded request link for eligible new users and return the link with the user context.
- 4Pick New User Created as the trigger.
- 5Choose a report channel and test with one real user.
Questions about this workflow
What does the action create?
It creates an embedded request link after the title and signers are specified in the automation instruction.
Where does the link go?
Notis returns it in the selected report channel so your team can place it in the intended onboarding flow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Boldsign. A trigger fires from one place; an action lands in another.
Zendesk triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Zendesk and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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