Prepare phone options for onboarding
Give every new customer onboarding path a ready contact option.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Get all phone numbers
List all phone numbers for your account
Why this helps
Onboarding stalls when teams discover too late that the intended phone route is not ready.
- Surface available phone options early
- Reduce onboarding delays
- Keep contact readiness visible
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Bolna in the Notis portal.
- 2Create an automation asking Notis to retrieve phone numbers and summarize the best onboarding contact option for each new user.
- 3Pick New User Created, id 20880.
- 4Choose a report channel and test with one real user.
Questions about this workflow
What starts this workflow?
Zendesk's New User Created event, id 20880.
What does the result contain?
A summary of the current Bolna phone numbers and the option that best fits your onboarding instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Bolna. A trigger fires from one place; an action lands in another.
Zendesk triggers
Bolna actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete agent by id
Delete an agent
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete batch by id
Delete a batch
New User Created
Triggered when a new user is created in Zendesk.
Fetch all batches by agent id
List all batches for agent
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Get all agents
List all agents
Get all phone numbers
List all phone numbers for your account
Get execution by id
Retrieve specific execution by `execution id`
Make a phone call from agent
Initiate calls
Retrieve agent by id
Retrieve an agent
Connect any two apps with Notis in the middle.
Zendesk and Bolna, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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