Check categories for new user routing
Understand the categories behind your workforce data before routing a new person.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Get Custom Field Categories
Tool to retrieve all custom field categories. use when you need to list or filter custom field categories in your connecteam account.
Why this helps
New user handling becomes inconsistent when teams do not share the same operational categories.
- Improve routing consistency
- Reduce category confusion
- Create a repeatable onboarding check
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Connecteam once.
- 2Create an automation asking Notis to retrieve relevant Connecteam field categories for each new Zendesk user.
- 3Select New User Created as the trigger.
- 4Choose where reports should go and test with one real user.
- 5Use the category summary to guide the next step.
Questions about this workflow
Does this modify categories?
No. It retrieves the existing category definitions.
Can I specify the type of user?
Yes. Include the user context in your plain language instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Connecteam. A trigger fires from one place; an action lands in another.
Zendesk triggers
Connecteam actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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New User Created
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Get Custom Field Categories
Tool to retrieve all custom field categories. use when you need to list or filter custom field categories in your connecteam account.
Get Custom Fields
Tool to retrieve all custom fields associated with the account. use when you need to filter, sort, or page through custom fields after authentication.
Get Forms
Tool to retrieve all form definitions from connecteam. use when you need to list all existing forms after enabling the forms api.
Get Jobs
Tool to retrieve a list of job objects relevant to a specific instance id. use after confirming scheduler or time clock instance id when you need to filter and page through jobs.
Connect any two apps with Notis in the middle.
Zendesk and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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