Create a reusable new user SMS template
Capture a reliable welcome message format your team can reuse across onboarding moments.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Create SMS Template
Tool to create a new SMS template for reuse in campaigns. Use when you need to save an SMS message as a reusable template.
Why this helps
Teams rewrite similar welcome messages and lose the wording that worked best.
- Standardize onboarding language
- Save message drafting time
- Make future campaigns easier
Setup
Build it in a few focused steps.
- 1Connect Zendesk and ClickSend in the Notis portal.
- 2Create an automation named New user welcome template.
- 3Tell Notis to create a reusable ClickSend SMS template from the approved welcome wording when a new user is created.
- 4Choose New User Created as the trigger.
- 5Select a report channel, then test with one real new user.
Questions about this workflow
Will this send the template to the user?
No. This workflow creates the reusable template. Use a send action for delivery.
Can the template include placeholders?
Ask Notis to preserve the placeholders supported by your ClickSend setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to ClickSend. A trigger fires from one place; an action lands in another.
Zendesk triggers
ClickSend actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Zendesk and ClickSend, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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