Start with onboarding answers already collected
Walk into the first conversation with context instead of a blank page.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
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.
Why this helps
Teams ask customers to repeat details they already submitted elsewhere.
- Reduce repeated questions
- Personalize first responses
- Surface missing onboarding details
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Byteforms once.
- 2Create an automation naming the onboarding form and response review you want.
- 3Pick New User Created as the trigger.
- 4Choose a report destination.
- 5Test with one user who has submitted responses.
Questions about this workflow
What if there are no responses yet?
Notis can report that no matching responses are available.
Can responses be summarized?
Yes. Ask Notis to summarize or flag answers relevant to onboarding.
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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