Create a Close task when a Zendesk user is created
Make every new user trigger a clear next action for your team.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Create Task
This tool creates a new task in close.com. tasks are used to track to-do items and can be associated with leads. the tool will create a task with the specified parameters using the provided text, due date, and is complete flags.
Why this helps
Welcome and qualification work gets forgotten when it lives outside the support workflow.
- Make ownership visible
- Prevent missed welcomes
- Keep onboarding work in Close
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Close once in Notis.
- 2Create an automation for new user onboarding.
- 3Describe the task outcome in one instruction, including the welcome or qualification action you want tracked.
- 4Pick New User Created as the trigger and choose where reports should go.
- 5Run one real example to confirm the task is useful.
Questions about this workflow
Can the task include customer context?
Yes. Ask Notis to include the available Zendesk user details in the task text.
Does this create a task for every user?
It runs for each event that matches the selected New User Created trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Close. A trigger fires from one place; an action lands in another.
Zendesk triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SMS Message
This tool creates a new sms message in close. the tool allows sending immediate sms messages or logging received sms messages using the provided phone numbers and message content. it includes parameters such as local phone, remote phone, text, status, and source.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a new call record in close.com. this tool allows you to log both inbound and outbound calls associated with a lead, supporting parameters such as lead id, direction, and optional support for contact id, phone, duration, note, recording url, and user id.
New User Created
Triggered when a new user is created in Zendesk.
Create Lead
This tool creates a new lead in close crm. it allows users to create a lead with basic company information and optional contact details, including company name, description, website url, lead status, contacts, and addresses. it operates by sending a request to the api endpoint /lead/ on the close crm platform.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Create Task
This tool creates a new task in close.com. tasks are used to track to-do items and can be associated with leads. the tool will create a task with the specified parameters using the provided text, due date, and is complete flags.
Delete Call
This tool allows you to delete a specific call activity in close.com. it is useful for removing incorrectly logged calls or cleaning up call records. the action deletes a call activity using its unique call id and cannot be undone.
Get Notes
This tool retrieves a list of note activities from close. it allows users to fetch notes with optional filtering parameters, including filtering by lead id, user id, and date ranges. the tool returns details such as note content, creation and update dates, and any associated attachments.
Connect any two apps with Notis in the middle.
Zendesk and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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