Create a Cabinpanda goals form for each new Zendesk user
Learn what success looks like before onboarding work begins.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Create Form
Tool to create a new form with specified fields and settings. use before collecting submissions to define form structure.
Why this helps
Teams start setup without knowing what new users are trying to achieve or what constraints matter most.
- Clarify customer outcomes
- Improve onboarding conversations
- Reduce misaligned setup work
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Cabinpanda in the Notis portal.
- 2Create an automation that creates a short goals form tailored to the available new user context.
- 3Pick New User Created as the trigger.
- 4Choose where run reports should be delivered.
- 5Test with one real new user.
Questions about this workflow
What questions should the form ask?
Tell Notis to focus on desired outcomes, current process, constraints, and how success will be judged.
Can it personalize the form?
Yes. It can use available user context while clearly identifying assumptions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Cabinpanda. A trigger fires from one place; an action lands in another.
Zendesk triggers
Cabinpanda 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 with specified fields and settings. use before collecting submissions to define 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 specific form by its id. use after confirming the target form exists and is safe to remove.
New User Created
Triggered when a new user is created in Zendesk.
Delete Integration
Tool to delete a specific integration by its id. use when you need to remove or disable an existing integration (e.g., webhook) after confirming the integration id.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Get Form Details
Tool to retrieve details of a specific form by its id. use when you need form metadata (fields, labels, timestamps) before processing or submitting data.
Get Integration Details
Tool to retrieve details of a specific integration by its id. use when you need to inspect integration settings or status after obtaining its id.
Get Profile
Tool to retrieve the authenticated user's profile information. use after obtaining valid api credentials to access user details.
List Forms
Tool to retrieve a list of all forms associated with the account. use when you need to fetch form details for management or analysis.
List Integrations
Tool to retrieve a list of all integrations for the account. use when you need to inspect available or active integrations before managing them.
Connect any two apps with Notis in the middle.
Zendesk and Cabinpanda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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