Send an NDA for every new Zendesk user
Start new relationships with the right paperwork already in motion.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Send Document
Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.
Why this helps
New contacts can enter onboarding before anyone remembers to send confidentiality documents.
- Reduce missed NDA sends
- Standardize the first onboarding step
- Create a clear signing trail
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Boldsign once in the Notis portal.
- 2Create an automation for new user NDA delivery.
- 3Tell Notis to send the approved NDA through Boldsign to each eligible new user using the available user details.
- 4Pick New User Created as the trigger.
- 5Choose a report channel and test with one newly created user.
Questions about this workflow
Can I exclude internal or test users?
Yes. State the exclusion rules in the automation prompt so Notis only sends to eligible users.
What if recipient details are incomplete?
Instruct Notis to report the missing details instead of sending until the record is usable.
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.
Get Brand Details
Tool to get brand details by brand ID. Use after obtaining the brand identifier.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Brands
Tool to list all brands in the account. Use after confirming account is authenticated.
New User Created
Triggered when a new user is created in Zendesk.
Create Custom Field
Tool to create a brand-scoped custom field. Use when you need to define and register a new custom field for a specific brand.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Edit Custom Field
Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
List Behalf Documents
Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
List Documents
Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
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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