Offer a Callpage welcome call to new Zendesk users
Make the first customer moment feel personal without adding another task.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Widget Call or Schedule
Tool to initiate or schedule a call via widget. use when you need to call immediately or schedule at the first available timeslot through a widget.
Why this helps
New users may need guidance before they know where to ask for help.
- Create a proactive onboarding touchpoint
- Reduce early confusion
- Give customers an easy route to a human
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Callpage once in the Notis portal.
- 2Create an automation with a name and prompt.
- 3Tell Notis to offer a Callpage welcome call when a new Zendesk user is created, using the onboarding widget.
- 4Pick New User Created as the trigger and select a report channel.
- 5Test with one newly created user.
Questions about this workflow
Will every new user receive a call?
The automation runs for each new user event unless your instruction asks Notis to screen for a condition.
Can I use a dedicated onboarding widget?
Yes. Specify the widget by name or id in the prompt.
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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New User Created
Triggered when a new user is created in Zendesk.
Get All Users
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New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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Tool to retrieve a list of widgets with pagination. use when you need to page through all widgets after api authentication.
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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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