Choose the Right Calendly Meeting for Every New User
See the available meeting formats before deciding how to welcome a new Zendesk contact.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
List user event types
Retrieves event types for a user or organization; requires either the `user` or `organization` uri.
Why this helps
Teams send the wrong booking link because meeting options are scattered or unclear.
- Recommend the right meeting format
- Keep onboarding consistent
- Reduce internal decision fatigue
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Calendly once in Notis.
- 2Create an automation for new user meeting preparation.
- 3Tell Notis to list relevant Calendly event types and recommend one for the new Zendesk user context.
- 4Pick New User Created as the trigger.
- 5Choose a report channel and test with one real user.
Questions about this workflow
Can this create a booking link too?
This workflow lists event types. Add a separate action when you want Notis to create a link.
What information does Notis use to recommend an event type?
It uses the new user's Zendesk context and the event type details returned by Calendly.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Calendly. A trigger fires from one place; an action lands in another.
Zendesk triggers
Calendly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cancel event
Permanently cancels an existing, active scheduled event by its `uuid`, optionally providing a `reason`, which may trigger notifications to invitees.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create an invitee no-show
Marks an invitee, identified by their existing and valid uri, as a 'no show' for a scheduled event.
New User Created
Triggered when a new user is created in Zendesk.
Create One-Off Event Type
Creates a temporary calendly one-off event type for unique meetings outside regular availability, requiring valid host/co-host uris, a future date/range for `date setting`, and a positive `duration`.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Create scheduling link
Create a single-use scheduling link. creates a scheduling link that can be used to book an event. the link allows invitees to schedule up to the specified maximum number of events. once the limit is reached, the link becomes inactive.
Create share
Creates a customizable, one-time share link for a calendly event type, allowing specific overrides to its settings (e.g., duration, availability, location) without altering the original event type.
Create single use scheduling link
Creates a one-time, single-use scheduling link for an active calendly event type, expiring after one booking.
Create webhook subscription
Creates a calendly webhook subscription to notify a specified `url` (which must be a publicly accessible https endpoint) for selected `events` within a given `organization` and `scope`.
Delete invitee data
Permanently removes all invitee data associated with the provided emails from past organization events, for data privacy compliance (requires enterprise subscription; deletion may take up to one week).
Connect any two apps with Notis in the middle.
Zendesk and Calendly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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