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Notis

Check Boxhero members after a Zendesk user is created

Keep support and inventory access records aligned from day one.

Trigger

New User Created

Triggered when a new user is created in Zendesk.

Action

List Team Members

Tool to retrieve the list of team members. Use when you need to get all members in the team with their roles.

Why this helps

New customer or partner users can be added in support without operations seeing the related access context.

  • Fewer onboarding gaps
  • Faster access review
  • Shared visibility for support and operations

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and Boxhero in Notis.
  • 2Create an automation for new user context.
  • 3Tell Notis to retrieve the Boxhero member list when a Zendesk user is created and summarize any relevant matching or missing access information.
  • 4Pick the Zendesk New User Created trigger.
  • 5Choose the report destination and test with one new user.

Questions about this workflow

Does this create a Boxhero member?

No. It only retrieves the existing member list for comparison and reporting.

What if names do not match exactly?

Notis can report possible matches and ask for review when the records are ambiguous.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Zendesk triggers

Boxhero actions

Recurring trigger

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

TriggerScheduled

Delete Item

Tool to delete a specific item (barcode) by its ID. Use when you need to remove an item from the inventory.

ActionInstant

Webhook trigger

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

TriggerInstant

BoxHero - Delete Location

Tool to delete a specific warehouse location by its ID. Use when you need to remove a location from the system.

ActionInstant

New User Created

Triggered when a new user is created in Zendesk.

TriggerInstant

Get Item

Tool to retrieve a specific item (barcode) by ID. Use when you need detailed information about a single item including its attributes, pricing, and inventory quantities.

ActionInstant

New Zendesk Ticket

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

TriggerPolling

Get Item Attribute

Tool to retrieve a specific item attribute by ID. Use when you need to get detailed information about an item attribute specification.

ActionInstant

Get Location

Tool to retrieve a specific location by ID. Use when you need detailed information about a particular warehouse location including its name, quantity, and notes.

ActionInstant

Get Member

Tool to retrieve a specific team member by ID. Use when you need to get details about a particular member.

ActionInstant

Get Linked Team Info

Tool to get information about the linked team and its mode. Use when you need to retrieve the currently linked team details.

ActionInstant

BoxHero - List Basic Transactions

Tool to list basic inventory transactions. Use when you need a high-level overview of in/out/move transactions.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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