Prepare onboarding context for new Zendesk users
Give your team a useful starting point whenever a new user appears.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Create Conversation
Tool to create a new conversation with a specified bot. Use when starting a new conversation thread with optional focus mode to limit bot's knowledge base to specific documents.
Why this helps
New user records arrive without enough context for a smooth first interaction.
- Standardize first-touch preparation
- Reduce manual account research
- Help teams respond with context
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Cody in Notis.
- 2Create an automation named New user onboarding brief.
- 3Tell Notis to start a Cody conversation that creates an internal brief from the new user details and your stated onboarding guidance.
- 4Choose New User Created as the trigger and select a report channel.
- 5Test with one newly created user.
Questions about this workflow
What if the user record has limited information?
Cody can state what is missing and produce a brief based only on the available details.
Is this customer-facing?
No. It creates an internal Cody conversation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Cody. A trigger fires from one place; an action lands in another.
Zendesk triggers
Cody actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Conversation
Tool to create a new conversation with a specified bot. Use when starting a new conversation thread with optional focus mode to limit bot's knowledge base to specific documents.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Tool to create a new document with text or HTML content in Cody AI. Use when you need to add documents to Cody's knowledge base with up to 768 KB of content.
New User Created
Triggered when a new user is created in Zendesk.
Create Document From File
Tool to create a document by uploading a file (up to 100 MB). Supports txt, md, rtf, pdf, ppt, pptx, pptm, doc, docx, docm formats. Use when you need to add file-based documents to Cody's knowledge base. The file is processed asynchronously.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Create Document from Webpage
Tool to create a document from a publicly accessible webpage URL. Use when you need to import content from a webpage into Cody AI. The webpage must be accessible without login. If request fails, ensure the URL is publicly accessible and not blocked by a firewall.
Create Folder
Tool to create a new folder in Cody AI for organizing content. Use when you need to create a folder to organize documents or conversations.
Delete Conversation
Tool to delete a conversation by its ID. Use when you need to permanently remove a conversation from the system.
Delete Document
Tool to delete a document by id. Use when removing a document that is no longer needed.
Get Conversation
Tool to fetch a conversation by its ID from Cody AI. Use when you need to retrieve details about a specific conversation. Supports optional includes parameter to filter response to list document IDs.
Connect any two apps with Notis in the middle.
Zendesk and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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