Add phone details from new Zendesk users
Keep the contact channel customers already shared with support.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Create Person Contact Detail
Tool to create a new contact detail for a specific person. use when adding a phone number after confirming the person's id.
Why this helps
Phone details are often copied into ticket notes and forgotten when the CRM record is reviewed later.
- Preserve phone information at intake
- Make outreach options clearer
- Avoid retyping contact details
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Centralstationcrm once in Notis.
- 2Create an automation that finds or creates the person and adds the supplied phone number as a contact detail.
- 3Pick New User Created as the trigger.
- 4Choose a channel for run reports.
- 5Test with one user who has a phone number.
Questions about this workflow
What if no phone number is supplied?
Notis can report that there was no phone detail to add.
Does this replace the existing person?
No. It adds a contact detail to the relevant Centralstationcrm person.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Centralstationcrm. A trigger fires from one place; an action lands in another.
Zendesk triggers
Centralstationcrm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Connection
Tool to verify the connection status of the centralstationcrm api key. use when validating credentials before making other api calls.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Count People
Tool to retrieve the total number of people in the account. use when you need the current total number of contacts in your centralstationcrm account. example: "how many contacts exist in my account?"
New User Created
Triggered when a new user is created in Zendesk.
Create Company
Tool to create a new company record. use when you need to add an organization to your crm before linking it to contacts or deals.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
Create Person
Tool to create a new person record. use when you need to add a person to your crm before linking them to other records.
Create Person Address
Tool to create a new address for a specific person. use when you need to add or update postal details after confirming person id.
Create Person Assistant
Tool to create a new assistant (assi) entry for a specific person. use after confirming the person id when you need to manage assistant contacts.
Create Person Avatar
Tool to create a new avatar for a specific person. use when you need to attach a base64-encoded image file after confirming the person's id.
Connect any two apps with Notis in the middle.
Zendesk and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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