Start a collaboration whiteboard for new customers
Give discovery work a shared canvas. Notis creates a Confluence whiteboard when a new Zendesk user needs collaborative planning.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Create Whiteboard
Tool to create a new confluence whiteboard. use when you need to start a collaborative whiteboard session.
Why this helps
Teams create ad hoc collaboration spaces inconsistently, slowing discovery and handoffs.
- Start collaborative work immediately
- Use a consistent workspace format
- Keep discovery connected to customer context
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Confluence in Notis once.
- 2Create an automation named Customer Discovery Whiteboard.
- 3Tell Notis when a new user should receive a whiteboard and what initial framing it should include.
- 4Pick New User Created as the trigger and choose a report channel.
- 5Test with one qualifying user.
Questions about this workflow
Can the whiteboard be created only for strategic accounts?
Yes. Describe the account signals that qualify in the instruction.
Can Notis add a starting structure?
Yes. Ask it to create the whiteboard with the requested headings or prompts.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Confluence. A trigger fires from one place; an action lands in another.
Zendesk triggers
Confluence actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Tool to create a private confluence space. use when you need an isolated workspace viewable only by its creator.
Connect any two apps with Notis in the middle.
Zendesk and Confluence, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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