Summarize Cats portals for new Zendesk users
Keep onboarding context in one short report instead of making teammates search for portal details.
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
Onboarding handoffs lose time when portal context is scattered across tools and conversations.
- Create consistent onboarding context
- Shorten handoff time
- Make portal details easier to scan
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Cats in Notis.
- 2Create an automation for new-user Cats summaries.
- 3Describe that Notis should list portals and write a concise onboarding report.
- 4Pick New User Created, then choose where reports should go.
- 5Test with one real user creation.
Questions about this workflow
Can the summary include user information?
Yes, Notis can use the event context you provide, while Cats supplies the returned portal metadata.
Is a second Cats action required?
No. This workflow uses the allowed Get Portals action.
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
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