Create a welcome meeting for a qualifying new Zendesk user
Give the right new contacts a clear first conversation.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
ChMeetings: Create Meeting
Tool to create a new meeting in ChMeetings. Use when you have all meeting details and need to schedule it via the ChMeetings API.
Why this helps
High-value onboarding opportunities can disappear while teams decide who should follow up.
- Make onboarding consistent
- Reduce manual coordination
- Prioritize the right contacts
Setup
Build it in a few focused steps.
- 1Connect Zendesk and ChMeetings once.
- 2Create an automation with your qualification criteria for a welcome meeting.
- 3Tell Notis to create a meeting only when the criteria and schedule details are present.
- 4Pick New User Created and a report channel.
- 5Test with one qualifying user.
Questions about this workflow
Can I define who qualifies?
Yes. Include your qualification rules in the plain-language instruction.
What if scheduling details are absent?
Notis can report the missing details for manual follow-up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Chmeetings. A trigger fires from one place; an action lands in another.
Zendesk triggers
Chmeetings actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Invite Meeting Attendee
Tool to invite a new attendee to a specified meeting. Use when you need to add attendees before the meeting begins.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Attendee Details
Tool to retrieve details for a specific attendee. Use when you have an attendee_id and need the attendee's full profile.
New User Created
Triggered when a new user is created in Zendesk.
ChMeetings: Create Meeting
Tool to create a new meeting in ChMeetings. Use when you have all meeting details and need to schedule it via the ChMeetings API.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
ChMeetings: Create Organization
Tool to create a new organization.
ChMeetings: Create Reminder
Tool to create/schedule a reminder for a meeting in ChMeetings.
Delete Meeting Attendee
Tool to remove an attendee from a meeting. Use after confirming attendee details.
List Meeting Attendees
Tool to list attendees of a meeting. Use when you need to retrieve attendees for a specific meeting.
ChMeetings: Delete Meeting
Tool to delete an existing meeting. Use when you have confirmed the meeting ID to permanently remove the meeting.
Connect any two apps with Notis in the middle.
Zendesk and Chmeetings, 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 Chmeetings.