Retrieve onboarding templates when users are created
Keep the correct onboarding source close to every new user event.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Download Template
Tool to download a template from carbone by template id. use when you need to retrieve the original template file.
Why this helps
Teams lose time locating the latest onboarding template before they can personalize it.
- Find onboarding files faster
- Tie source material to user creation
- Reduce template confusion
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Carbone in Notis once.
- 2Create an automation and identify the Carbone onboarding template to download.
- 3Choose New User Created as the trigger.
- 4Select where run reports should go.
- 5Test with one real user.
Questions about this workflow
Where does the downloaded template go?
The workflow returns the Carbone download result through the Notis run report channel you choose.
Can I download different templates by user type?
Only when the needed distinction is available in the event data or supplied in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Carbone. A trigger fires from one place; an action lands in another.
Zendesk triggers
Carbone actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Carbone Template
Tool to delete a template from the carbone server. use after confirming you have the correct template id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Download Template
Tool to download a template from carbone by template id. use when you need to retrieve the original template file.
New User Created
Triggered when a new user is created in Zendesk.
Generate Carbone Report
Tool to generate a carbone report from a template and json data. use when you need to render documents in various formats.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Generate Template ID
Tool to generate a unique template id for a new template. use when you need the template identifier before uploading.
Get Carbone Server Status
Tool to retrieve the current status and health of the carbone server. use before generating reports to ensure the service is operational.
Set Carbone API Version
Tool to set the carbone api version to be used for subsequent requests. use before rendering or managing templates to ensure correct version is applied.
Upload a template
Tool to upload a template to the carbone server. use when you need to add or replace a template by providing its content.
Connect any two apps with Notis in the middle.
Zendesk and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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