Build a Client Snapshot for New Zendesk Users
Give onboarding owners one concise account snapshot to work from.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Get Clients
Tool to retrieve a paginated list of clients. use when you need to browse or process organisation records sequentially.
Why this helps
New contacts trigger scattered account checks across support and training systems.
- Centralize first-pass account context
- Reduce repeated lookups
- Expose missing relationship data
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Coassemble in Notis once.
- 2Create an automation named New User Client Snapshot.
- 3Tell Notis to retrieve Coassemble clients and produce a concise snapshot of likely account matches for each new Zendesk user.
- 4Pick Zendesk New User Created as the trigger.
- 5Choose a report channel and test with one real new user.
Questions about this workflow
Is the snapshot saved in Coassemble?
No. It is delivered as a Notis run report.
Can the report include uncertainty?
Yes. Ask Notis to label confirmed, likely, and unresolved matches.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Coassemble. A trigger fires from one place; an action lands in another.
Zendesk triggers
Coassemble actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Clients
Tool to retrieve a paginated list of clients. use when you need to browse or process organisation records sequentially.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Courses
Tool to retrieve all courses with optional filters and pagination. use when you need to list courses after setting identifier and client identifier, and control page size and number.
New User Created
Triggered when a new user is created in Zendesk.
Get Trackings
Tool to retrieve tracking objects with filters. use when you need to fetch learner progress data filtered by course id, date range, identifier, or completion status.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Get Users
Tool to retrieve a paginated list of users. use when you need to browse or process user records optionally filtered by clientidentifier.
Connect any two apps with Notis in the middle.
Zendesk and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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