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Verify onboarding templates for new Zendesk users

Confirm the message is current before it becomes the customer's first impression.

Trigger

New User Created

Triggered when a new user is created in Zendesk.

Action

Get Template

Tool to retrieve details of a specific template. Use when you need to confirm template details before sending a message using a template.

Why this helps

An outdated welcome message can create confusion immediately after signup.

  • Confirms current messaging
  • Supports human review
  • Reduces onboarding errors

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and Botbaba in the Notis portal.
  • 2Create an automation for onboarding template verification.
  • 3Tell Notis to retrieve the relevant Botbaba template and summarize its details for review.
  • 4Select New User Created and a report channel.
  • 5Test with one real user.

Questions about this workflow

Can someone approve the message?

Yes. Send the report to a channel where the onboarding owner reviews it.

Does the action edit the template?

No. Get Template retrieves details only.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Zendesk to Botbaba. A trigger fires from one place; an action lands in another.

Zendesk triggers

Botbaba actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Shopify Cart Creation Simulator

Tool to simulate a Shopify cart creation webhook payload. Use when generating test payloads for BOTBABA_CART_CREATION_SHOPIFY_WEBHOOK.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Cart Creation Shopify Webhook

Tool to receive Shopify Cart Creation webhooks. Use when configuring Shopify webhook for Cart Creation events and forwarding the payload to Botbaba. Must be called upon receiving Shopify payload.

ActionInstant

New User Created

Triggered when a new user is created in Zendesk.

TriggerInstant

Cart Update Shopify Webhook

Tool to forward Shopify cart update events to BotBaba. Use when processing Shopify Cart Update webhook after configuring the webhook in your store.

ActionInstant

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

TriggerPolling

Shopify Checkout Creation Webhook Receiver

Tool to receive Shopify checkout creation webhook events. Use when configuring your Shopify store to notify BotBaba of checkout creation events.

ActionInstant

Checkout Update Shopify Webhook

Tool to forward Shopify checkout/update events to Botbaba. Use when handling Shopify checkout update notifications.

ActionInstant

Delete a broadcast campaign

Tool to delete a broadcast campaign. Use when you need to permanently remove a Botbaba broadcast by its ID after confirming it exists.

ActionInstant

Delete Contact

Tool to delete a contact. Use when you have the contact ID and want to remove it from Botbaba.

ActionInstant

Delete a conversation flow

Tool to delete a conversation flow. Use when you need to permanently remove a Botbaba flow by its ID after confirming it exists.

ActionInstant

Connect any two apps with Notis in the middle.

Zendesk and Botbaba, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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