Verify the Callpage onboarding widget for new users
Keep your welcome path aligned with the widget your team actually maintains.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Get Widget
Tool to retrieve details of a specific widget by id. use when you have a widget id and need its complete configuration.
Why this helps
Onboarding instructions become unreliable when widget settings change without a shared check.
- Keep onboarding routing current
- Reduce setup confusion for new users
- Create a visible verification report
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Callpage once in the Notis portal.
- 2Create an automation and describe the onboarding widget to inspect.
- 3Tell Notis to retrieve that Callpage widget when a new Zendesk user is created and summarize the settings relevant to a welcome call.
- 4Pick New User Created as the trigger and choose a report channel.
- 5Test with one newly created user.
Questions about this workflow
Can Notis update the widget too?
This workflow only retrieves details. Use a separate update workflow when a change is needed.
What should the report include?
Ask for the settings your onboarding team needs to verify, such as enabled state or URL.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Callpage. A trigger fires from one place; an action lands in another.
Zendesk triggers
Callpage actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get All Managers
Tool to retrieve a list of managers for a specific widget with pagination. use when you need to page through all managers assigned to a widget after confirming its id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get All SMS Messages
Tool to retrieve all sms messages for a widget. use when you need to fetch both default and custom sms templates after confirming the widget exists.
New User Created
Triggered when a new user is created in Zendesk.
Get All Users
Tool to retrieve a list of all users with pagination. use when you need to page through all users in your callpage account to synchronize or audit user records.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Get All Widgets
Tool to retrieve a list of widgets with pagination. use when you need to page through all widgets after api authentication.
Get API Root
Tool to get the root api greeting. use to verify connectivity and retrieve the initial api greeting after setting the api key.
Get Manager Status Statistics
Tool to retrieve statistical data about manager statuses. use when you need summary counts of enabled and disabled managers for a specific widget.
Get SMS Statistics
Tool to retrieve statistical data about sms messages. use when you need summary counts of sms messages for a given widget.
Get Widget
Tool to retrieve details of a specific widget by id. use when you have a widget id and need its complete configuration.
Connect any two apps with Notis in the middle.
Zendesk and Callpage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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