Create a Box customer profile from each new user
Start account context in a consistent document before details are forgotten.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Copy file
Creates a copy of a file.
Why this helps
Teams create customer profile documents inconsistently or only after onboarding has started.
- Creates a repeatable profile artifact
- Captures onboarding context earlier
- Keeps customer records organized
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Box in Notis once.
- 2Create an automation named New user profile copy.
- 3Tell Notis to copy the Box customer profile template, name it for the new user, and place it in the customer folder.
- 4Pick New User Created as the trigger and choose a report channel.
- 5Test with one real user.
Questions about this workflow
Can the profile include user details?
The copy action creates the document; include available details in the naming or follow-up instruction.
Where is the profile stored?
Specify the destination Box folder.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Box. A trigger fires from one place; an action lands in another.
Zendesk triggers
Box actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add classification to file
Adds a classification to a file by specifying the label of the classification to add. this api can also be called by including the enterprise id in the url explicitly, for example `/files/:id//enterprise 12345/securityclassification-6vmvochwuwo`.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add classification to folder
Adds a classification to a folder by specifying the label of the classification to add. this api can also be called by including the enterprise id in the url explicitly, for example `/folders/:id/enterprise 12345/securityclassification-6vmvochwuwo`.
New User Created
Triggered when a new user is created in Zendesk.
Add domain to list of allowed collaboration domains
Creates a new entry in the list of allowed domains to allow collaboration for.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Add initial classifications
When an enterprise does not yet have any classifications, this api call initializes the classification template with an initial set of classifications. if an enterprise already has a classification, the template will already exist and instead an api call should be made to add additional classifications.
Add or update user avatar
Adds or updates a user avatar.
Add shared link to file
Adds a shared link to a file.
Add shared link to folder
Adds a shared link to a folder.
Add shared link to web link
Adds a shared link to a web link.
Connect any two apps with Notis in the middle.
Zendesk and Box, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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