Create an onboarding task for every new Zendesk user
Make the next onboarding step visible before it becomes a forgotten follow-up.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
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.
Why this helps
New user setup often depends on someone remembering to create a task after the support event.
- Prevent onboarding gaps
- Create clear ownership
- Lower mental overhead
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Clientary in Notis once.
- 2Create an automation with a clear onboarding name.
- 3Tell Notis to create a Clientary task for each new Zendesk user and include the relevant follow-up context.
- 4Pick New User Created as the trigger and choose a report channel.
- 5Test with one real user.
Questions about this workflow
Can the task include a due date?
Describe the due date rule in your instruction and ask Notis to report when required timing data is missing.
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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