Build a portal follow-up queue for new users
Turn onboarding context into a short list of follow-ups you can actually finish.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Get Portals
Tool to list all portals. use when you need to browse portal metadata with pagination after authentication.
Why this helps
New-user follow-ups get dropped when they remain buried in unstructured onboarding notes.
- Make next steps visible
- Prioritize onboarding follow-ups
- Reduce dropped tasks
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Cats once.
- 2Create a new-user follow-up automation.
- 3Tell Notis to list portals and produce a prioritized follow-up queue using the event context.
- 4Choose New User Created and a report channel.
- 5Test with one real user creation.
Questions about this workflow
Does this create tasks in another system?
No. It returns a prioritized queue in the selected Notis report channel.
Can I define priority rules?
Yes, include your priority rules in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Cats. A trigger fires from one place; an action lands in another.
Zendesk triggers
Cats actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Portals
Tool to list all portals. use when you need to browse portal metadata with pagination after authentication.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
New User Created
Triggered when a new user is created in Zendesk.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Connect any two apps with Notis in the middle.
Zendesk and Cats, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Cats.