Prepare support context when a new user appears
Give your support team useful context before the first conversation starts.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Execute Code
Execute python code in a sandbox and return any result, stdout, stderr, and error. use /home/user folder to write/read files. try to not use plt.show() as the code is executed remotely. use files for image/chart output instead.
Why this helps
New customer details are easy to overlook when support history is not yet familiar.
- Standardize first contact preparation
- Highlight available account context
- Reduce repeated discovery questions
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Codeinterpreter once in Notis.
- 2Create an automation named New user support profile.
- 3Tell Notis to analyze the new user record, summarize available context, and list information still needed from the user.
- 4Pick the New User Created trigger and choose a report destination.
- 5Test with one newly created user record.
Questions about this workflow
Does it invent customer details?
No. It should use only the user data provided by Zendesk and clearly mark missing context.
Can it contact the user?
No. This workflow creates an internal profile report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Codeinterpreter. A trigger fires from one place; an action lands in another.
Zendesk triggers
Codeinterpreter actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Sandbox
Create a sandbox to execute python code in a jupyter notebook cell. this is useful for agents to communicate, execute code, see output, read files, write files, etc. it's like you own personal computer, but in the cloud. use /home/user folder to write/read files.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Execute Code
Execute python code in a sandbox and return any result, stdout, stderr, and error. use /home/user folder to write/read files. try to not use plt.show() as the code is executed remotely. use files for image/chart output instead.
New User Created
Triggered when a new user is created in Zendesk.
Get File
Get a file from the sandbox and returns the file. the files should be read from /home/user folder.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Run Terminal Command
Run a command in the terminal and returns the stdout, stderr, and error code. use /home/user folder to write/read files.
Upload File
Upload a file to the sandbox environment. the files should be uploaded to the /home/user folder.
Connect any two apps with Notis in the middle.
Zendesk and Codeinterpreter, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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