Summarize employee benefits for new Zendesk users
Surface benefit context quickly for the people authorized to use it.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
List Employee Benefits
Tool to list benefits for an employee. Use when you need to retrieve all benefits associated with a specific employee by their ID.
Why this helps
Benefit questions require careful searches across systems and can interrupt focused work.
- Saves HR lookup time
- Provides a consistent summary
- Keeps access tied to an authorized workflow
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Breathe HR in Notis.
- 2Create an automation that matches the new user and summarizes the employee benefits requested by your authorized team.
- 3Select New User Created as the trigger.
- 4Choose a secure report channel and test with one permitted user.
Questions about this workflow
Who should receive the report?
Choose a report channel accessible only to the authorized HR or support group.
What if the employee cannot be matched?
Notis can report that no reliable match was found.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Breathe HR. A trigger fires from one place; an action lands in another.
Zendesk triggers
Breathe HR actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Approve Leave Request
Tool to approve a leave request in BreatheHR. Use when an authorized user needs to approve a pending leave request.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Employee
Tool to create a new employee in BreatheHR. Use when you need to add a new employee record with their personal information, contact details, and employment information. Required fields are first_name, last_name, email, and company_join_date.
New User Created
Triggered when a new user is created in Zendesk.
Create Employee Change Request
Tool to create a change request for an employee field. Use when you need to update employee information such as job title, department, or salary.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Create Employee Expense
Tool to create an employee expense record in BreatheHR. Use when an employee needs to submit a new expense claim for reimbursement or record a company-paid expense.
Create Employee Expense Claim
Tool to create a new expense claim for an employee. Use when you need to submit expenses for reimbursement by grouping one or more unclaimed expense records into a claim.
Create Employee Sickness
Tool to create a sickness record for an employee in BreatheHR. Use when you need to log an employee's sick leave with details like type, dates, and status.
Delete Employee Expense
Tool to delete an employee expense by ID. Use when you need to remove an expense record from the system.
Delete Employee Training Course
Tool to delete an employee training course record by its ID. Use when you need to remove a training record from an employee's profile.
Connect any two apps with Notis in the middle.
Zendesk and Breathe HR, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Breathe HR.