Scan duplicate Boloforms documents for new users
Prevent duplicate paperwork before a new customer enters your process.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Get Documents List
Tool to retrieve a list of documents associated with the account. use when you need to list all documents.
Why this helps
Duplicate records create confusion about which agreement or form is current.
- Reduce duplicate signing work
- Make existing records easier to find
- Give onboarding a clear recommendation
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Boloforms once in the Notis portal.
- 2Create an automation and describe what should count as a possible duplicate.
- 3Tell Notis to list Boloforms documents and compare likely matches for each new user.
- 4Choose New User Created as the trigger and select a report channel.
- 5Test with one real user record.
Questions about this workflow
Does it delete duplicate documents?
No. It only reports possible duplicates for a human decision.
Which matching details can it use?
Use details available in the Zendesk user event, such as name, email, or organization.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Boloforms. A trigger fires from one place; an action lands in another.
Zendesk triggers
Boloforms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Documents List
Tool to retrieve a list of documents associated with the account. use when you need to list all documents.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
New User Created
Triggered when a new user is created in Zendesk.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Connect any two apps with Notis in the middle.
Zendesk and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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