Prepare campaign context for new Zendesk users
Give your team a campaign overview before the first support conversation.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Get Campaign List
Tool to list all campaigns in the account. use when you need to retrieve campaign listings for reporting or management.
Why this helps
New users often arrive without shared campaign context, leaving the team to reconstruct account details manually.
- Creates faster onboarding context
- Reduces repeated account lookups
- Gives support a consistent first brief
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Campaign Cleaner once in the Notis portal.
- 2Create an automation that retrieves the Campaign Cleaner campaign list when a new Zendesk user is created and summarizes useful onboarding context.
- 3Pick the New User Created trigger.
- 4Choose the run report channel and test with one newly created user.
Questions about this workflow
Does creating a Zendesk user create a Campaign Cleaner campaign?
No. This workflow only retrieves and summarizes the existing campaign list.
What information is available if the user is not linked to a campaign?
Notis can report the available campaigns and identify the missing association.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Campaign cleaner. A trigger fires from one place; an action lands in another.
Zendesk triggers
Campaign cleaner actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Campaign
Tool to delete a saved campaign by id. use when you need to remove a campaign after confirming its id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Campaign List
Tool to list all campaigns in the account. use when you need to retrieve campaign listings for reporting or management.
New User Created
Triggered when a new user is created in Zendesk.
Download Campaign PDF Analysis
Tool to download a pdf analysis report for a processed campaign. use after a campaign has been processed.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Get Campaign Status
Tool to check the processing status of a submitted campaign. use after submitting a campaign to monitor its progress.
Connect any two apps with Notis in the middle.
Zendesk and Campaign cleaner, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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