Schedule onboarding from a new Zendesk user
Turn a new support relationship into a clear next step with one meeting request.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Create Meeting Request V2
Tool to create a new meeting request in calendarhero. use when scheduling a meeting with participants, time range, and additional details.
Why this helps
New customers wait for someone to notice they need an onboarding conversation.
- Respond faster to new customers
- Create consistent onboarding offers
- Reduce follow-up overhead
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Calendarhero once in Notis.
- 2Create an automation in Automations.
- 3Tell Notis to create a meeting request for the new user using your stated onboarding rules and available time policy.
- 4Pick the Zendesk New User Created trigger.
- 5Choose a report channel and test with one real user.
Questions about this workflow
Where does the meeting time come from?
Provide a time range or scheduling policy in your instruction; the event alone does not provide availability.
Can I require human review?
Yes, instruct Notis to draft or report the request before sending it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Calendarhero. A trigger fires from one place; an action lands in another.
Zendesk triggers
Calendarhero actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Calendar Connection
Tool to add a calendar integration to a user's account. use after gathering provider credentials.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact. use after confirming contact details before making the api call.
New User Created
Triggered when a new user is created in Zendesk.
Create Meeting Request V2
Tool to create a new meeting request in calendarhero. use when scheduling a meeting with participants, time range, and additional details.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Fetch Contact
Fetch contact
Fetch Meeting Details
Tool to fetch details for meetings within a specified timeframe. use this after user provides start and end datetimes in iso8601.
Fetch User Profile
Tool to fetch the profile details of the authenticated user. use after obtaining a valid access token.
List Meetings
Tool to retrieve the user's meetings within a specified timeframe. use after confirming date range to fetch raw calendar data.
List Meeting Templates
Tool to list all meeting templates available for quick scheduling. use after authenticating and when you need to retrieve available templates before scheduling.
Connect any two apps with Notis in the middle.
Zendesk and Calendarhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Calendarhero.