Create a project category brief for new users
Turn a project name into a useful onboarding brief.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
List Event Categories
Tool to list all event categories. Use when you need to fetch available event categories.
Why this helps
New customer records often contain a name but little explanation of the events that may matter.
- Adds structure to sparse user records
- Helps teams ask better follow-up questions
- Creates reusable onboarding context
Setup
Build it in a few focused steps.
- 1Connect Zendesk and CoinMarketCal once in Notis.
- 2Create an automation in Automations, New Automation.
- 3Ask Notis to identify CoinMarketCal categories relevant to each project named in a new user record and explain their relevance.
- 4Pick New User Created as the trigger and choose where reports go.
- 5Test with one new user record containing a project name.
Questions about this workflow
Can this work with a project name only?
It can try, but the quality depends on whether the name identifies a matching project or coin.
What is included in the brief?
Relevant category names and a concise explanation based on the available CoinMarketCal information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Coinmarketcal. A trigger fires from one place; an action lands in another.
Zendesk triggers
Coinmarketcal actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Coins
Tool to retrieve list of all available coins/cryptocurrencies in CoinMarketCal database. Use when you need to fetch coin information including IDs, names, symbols, and event counts.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Event Categories
Tool to list all event categories. Use when you need to fetch available event categories.
New User Created
Triggered when a new user is created in Zendesk.
List Cryptocurrency Events
Tool to retrieve list of cryptocurrency events. Use when you need to fetch upcoming or past crypto events filtered by date range, coins, categories, or other criteria. Note: Cannot retrieve events before 25/11/2017. The can_occur_before field is important as some events may happen before their stated date.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Connect any two apps with Notis in the middle.
Zendesk and Coinmarketcal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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