Check Clientary lead context for new Zendesk users
Know whether a new support user is already part of an active sales conversation.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Get Lead
Tool to retrieve a single lead by its ID. Use when you need to fetch detailed information about a specific lead from Clientary.
Why this helps
Support may miss existing sales context and ask prospects questions they already answered.
- Preserve sales context
- Improve handoffs
- Reduce repeated outreach
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Clientary in Notis once.
- 2Create an automation and describe how to match users to existing leads.
- 3Tell Notis to retrieve a matching Clientary lead and summarize useful context for the support or sales handoff.
- 4Choose New User Created as the trigger and select a report channel.
- 5Test with one user known to be in the pipeline.
Questions about this workflow
What if the user is not a lead?
Ask Notis to report no match and leave Clientary unchanged.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Clientary. A trigger fires from one place; an action lands in another.
Zendesk triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a new client record in Clientary. Use when you need to add a new client to the system with company details and contact information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact within a specified client. Use when you need to add a contact to a client account with name and email as required fields.
New User Created
Triggered when a new user is created in Zendesk.
Create Expense
Tool to create a new expense record in Clientary to track expenditures within your account. Use when you need to record expenses, optionally assigning them to specific clients or projects. Requires an amount field.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Create Lead
Tool to create a new lead record in Clientary. Use when you need to add a new lead to the system with company details and contact information.
Create Project
Tool to create a new project in Clientary with name and rate. Use when you need to set up a new project for tracking time, expenses, or managing client work.
Create Task
Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.
Delete Client
Tool to remove a client and all associated projects, invoices, estimates, and contacts. Use when you need to permanently delete a client from Clientary. WARNING: Deletions are permanent and not reversible.
Delete Lead
Tool to permanently delete a lead and all associated Estimates and Contacts. Use when you need to remove a lead that is no longer needed. Warning: This action is irreversible.
Connect any two apps with Notis in the middle.
Zendesk and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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