Review calling batches for new users
Place new users into the right calling motion with current batch information.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Fetch all batches by agent id
List all batches for agent
Why this helps
Onboarding campaigns become difficult to manage when batch status and membership are checked manually across tools.
- See current batch options
- Reduce campaign placement errors
- Keep onboarding decisions tied to user creation
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Bolna in Notis.
- 2Create an automation asking Notis to fetch all batches for the selected Bolna agent and recommend the right one for each new user.
- 3Pick New User Created, id 20880.
- 4Choose a report channel and test with one user.
Questions about this workflow
Does this add the user to a batch?
No. It lists the agent's batches and provides a recommendation.
What must the prompt include?
Provide the Bolna agent identifier and the onboarding criteria for selecting a batch.
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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