Create a character profile when a new Zendesk user appears
Give new user records a useful character profile as soon as they enter Zendesk.
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
New user onboarding can stall when relevant character context has to be gathered manually.
- Reduce manual onboarding research
- Give support teams immediate context
- Create a consistent first look at new users
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Chatfai in Notis.
- 2Create an automation named for new user character profiles.
- 3Tell Notis to retrieve the public character by the ID supplied with the new user context and summarize the profile for onboarding.
- 4Pick New User Created as the trigger and select the run report destination.
- 5Test with one real user record that includes a character ID.
Questions about this workflow
Does Zendesk provide the Chatfai character ID automatically?
Only if it is present in the event context or supplied in your instruction. Otherwise the workflow reports that it is missing.
Does this create a user in Chatfai?
No. It only retrieves the specified public character.
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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