Match new users to the right existing forms
Turn a growing form catalog into a clear onboarding choice.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Get all forms
Tool to fetch all forms created by the authenticated user. use after authentication to list existing forms.
Why this helps
Teams have useful forms but cannot quickly decide which one fits each new customer journey.
- Improve form selection
- Reuse existing assets
- Reduce onboarding decisions
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Byteforms once.
- 2Create an automation asking for a catalog summary and onboarding recommendation.
- 3Choose New User Created as the trigger.
- 4Select a report channel.
- 5Test with one new user profile.
Questions about this workflow
Can the summary use user context?
Yes. Ask Notis to use details present in the new user event.
Does it create a new form?
No. It lists and summarizes existing forms.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Byteforms. A trigger fires from one place; an action lands in another.
Zendesk triggers
Byteforms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create form
Tool to create a new form. use when you need to define and store a form structure.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Form
Tool to delete a form by its id. use when you need to remove an existing form permanently.
New User Created
Triggered when a new user is created in Zendesk.
Get all forms
Tool to fetch all forms created by the authenticated user. use after authentication to list existing forms.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Get Form By ID
Tool to retrieve a specific form using its id. use when you need to fetch form details by providing the form's unique identifier.
Get Form Responses
Tool to retrieve responses for a specific form with optional pagination and filtering. use when the form has collected submissions and you need to navigate large result sets.
Connect any two apps with Notis in the middle.
Zendesk and Byteforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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