Prepare a Box welcome link for every new user
Make the first customer handoff ready without another checklist item.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Add shared link to file
Adds a shared link to a file.
Why this helps
Welcome resources are easy to forget or share inconsistently during onboarding.
- Standardizes first-touch resources
- Speeds up onboarding handoffs
- Reduces missed welcome materials
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Box in Notis once.
- 2Create an automation named New user welcome link.
- 3Tell Notis to add a shared link to the designated Box welcome file and report the URL with the user's name.
- 4Pick New User Created as the trigger and choose a report channel.
- 5Test with one real user.
Questions about this workflow
Can the link be restricted?
Yes. State the desired Box shared-link access level.
Is the link sent to the user automatically?
No. Notis reports the link for use in your onboarding channel.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Box.