Create a Cabinpanda onboarding form when a Zendesk user is created
Start every new customer relationship with a clear next step.
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
New users enter support systems without a consistent way to share goals, setup details, or blockers.
- Collect consistent onboarding context
- Give new users a clear action
- Reduce back and forth after account creation
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Cabinpanda in the Notis portal.
- 2Create an automation that creates a concise onboarding form based on the new user context.
- 3Pick New User Created as the trigger.
- 4Choose the report channel for created form details.
- 5Test with one real Zendesk user.
Questions about this workflow
What if the Zendesk user has little context?
Tell Notis to create a general onboarding form and note which questions were based on defaults.
Can this send the form to the user?
This workflow creates the Cabinpanda form. Use your existing communication process to share its link.
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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