Create a Breeze Project for Each Zendesk User
Give every new customer or collaborator a ready workspace for follow-up.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Create Project
Tool to create a new project in breeze. use when you have the project name and want to initialize it via the api.
Why this helps
New accounts arrive without a clear place to organize their work.
- Standardize onboarding
- Start project work immediately
- Remove repetitive setup
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Breeze once in the Notis portal.
- 2Create an automation for dedicated user projects.
- 3Tell Notis how to name the project from the new user's available details.
- 4Pick New User Created as the trigger.
- 5Select a report channel and test with one real user.
Questions about this workflow
What if the user record lacks a name?
Tell Notis to use the available identifier, such as email, when naming the project.
Can I include a standard description?
Yes, include the description text in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Breeze. A trigger fires from one place; an action lands in another.
Zendesk triggers
Breeze actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Project People
Tool to add people to a project. use when you have a valid project id and one or more email addresses to invite them.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Archive Project
Tool to archive a specific project. use when you need to hide a completed or inactive project from active views after confirming its details.
New User Created
Triggered when a new user is created in Zendesk.
Create Card
Tool to create a new card in a project. use after confirming the project id. creates a task with details like name, due date, and assignees.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
CREATE_LIST
Tool to create a new list (stage) in a breeze project. use when you've selected a project and need to add a new stage. example: "create a new todo list for project 42."
Create Project
Tool to create a new project in breeze. use when you have the project name and want to initialize it via the api.
Create Workspace
Tool to create a new workspace. use after deciding on the workspace name.
Delete Card
Tool to delete a specific card (task) by its id. use when you need to remove a task permanently; deletions cannot be undone.
Delete Project
Tool to delete a specific project by id. use when you need to remove a project after confirming its id.
Connect any two apps with Notis in the middle.
Zendesk and Breeze, 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 Breeze.