Summarize character context for every new Zendesk user
Put a clear, compact character summary beside every new user record.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Get Public Character By ID
Tool to retrieve a public character by its id. use when you need to fetch details of a single public character by providing its unique id.
Why this helps
Teams lose time opening multiple tools just to understand the basic context of a new user.
- Reduce lookup time
- Create consistent summaries
- Make new records easier to scan
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Chatfai in Notis.
- 2Create an automation for new user character summaries.
- 3Tell Notis to retrieve the public character by the supplied ID and summarize only the returned details relevant to support context.
- 4Pick New User Created as the trigger and choose the run report destination.
- 5Test with one real new user record.
Questions about this workflow
What makes a character public?
The Chatfai action is specifically designed to retrieve a public character by its unique ID.
Can the summary include private account data?
Only data included in the Zendesk event context can be considered; the action itself retrieves public character details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Chatfai. A trigger fires from one place; an action lands in another.
Zendesk triggers
Chatfai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Public Character By ID
Tool to retrieve a public character by its id. use when you need to fetch details of a single public character by providing its unique id.
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 Chatfai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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