Review Boloforms documents for new Zendesk users
Start every onboarding conversation with the signing history in view.
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
New users may already have forms or agreements, forcing teams to reconstruct context before onboarding.
- Prepare onboarding with existing context
- Avoid duplicate signature requests
- Create a repeatable handoff summary
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Boloforms once in the Notis portal.
- 2Create an automation and describe the onboarding summary you want.
- 3Instruct Notis to list Boloforms documents and identify records matching the new user.
- 4Choose New User Created as the trigger and select a report channel.
- 5Run one real-user test.
Questions about this workflow
Can it send a new signature request?
No. The available Boloforms action only retrieves the document list.
What if no matching document exists?
Tell Notis to report that no match was found and include that result in the run report.
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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