Create a Success Plan for Every New User
Start account planning with a clear, reusable document.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Convert HTML to PDF
Tool to convert html or a public url into a pdf document. use when you need programmatic pdf generation from html content.
Why this helps
Early account planning is often delayed because notes and next steps are assembled manually.
- Start planning earlier
- Standardize account preparation
- Make next steps easy to review
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Cloudlayer in Notis.
- 2Create an automation and describe the success plan sections.
- 3Ask Notis to generate a success plan PDF from each new user event, noting missing information.
- 4Choose New User Created as the trigger.
- 5Select a report channel and test with one user.
Questions about this workflow
What if the user record lacks goals?
Notis should mark those details as missing rather than inventing them.
Can the plan include follow-up questions?
Yes, request a short list of questions based on the missing context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Cloudlayer. A trigger fires from one place; an action lands in another.
Zendesk triggers
Cloudlayer actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Storage
Tool to add a new user storage configuration. use when you need to attach an external bucket or container for file storage.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Asset
Tool to retrieve a specific asset by its id. use when you need to fetch metadata or download url of an existing asset after its generation.
New User Created
Triggered when a new user is created in Zendesk.
Get API Status
Tool to test api reachability. use when checking if the cloudlayer api is available.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
HTML to Image
Tool to convert base64-encoded html to an image. use when you need to render raw html or a url into png, jpeg, or webp after content load.
Convert HTML to PDF
Tool to convert html or a public url into a pdf document. use when you need programmatic pdf generation from html content.
List Assets
Tool to list the ten most recent assets. use when you need to retrieve your latest cloudlayer assets.
List Storage Configurations
Tool to retrieve a list of all storage configurations. use after authenticating to cloudlayer to view your account's storage settings.
Convert URL to Image
Tool to convert a webpage url to an image. use when dynamic screenshot parameters are needed.
Connect any two apps with Notis in the middle.
Zendesk and Cloudlayer, 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 Cloudlayer.