Add Coassemble Client Context to New Zendesk Users
See the organization context behind a new Zendesk contact before planning training.
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
Teams waste time switching systems to identify which customer organization a new contact belongs to.
- Reduce cross-system searching
- Prepare account-aware training support
- Highlight missing organization details
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Coassemble in Notis once.
- 2Create an automation named New User Client Context.
- 3Tell Notis to retrieve Coassemble clients and identify likely organization matches for each new Zendesk user, noting missing evidence.
- 4Pick Zendesk New User Created as the trigger.
- 5Choose a report channel and test with one real new user.
Questions about this workflow
What information is used for matching?
Notis can use the details available in the Zendesk event and the returned Coassemble client records.
What happens when no client matches?
The report can flag the contact for manual organization verification.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Coassemble.