Review jobs for new Zendesk users
See whether a new support identity connects to current operational work.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
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.
Why this helps
New user records can hide important work relationships that are stored only in scheduling tools.
- Reveal relevant work context
- Reduce manual searches
- Support better ownership decisions
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Connecteam in the Notis portal.
- 2Create an automation asking Notis to retrieve relevant Connecteam jobs when a new Zendesk user is created.
- 3Select New User Created as the trigger.
- 4Choose where reports should go and test with one real user.
- 5Review the results before assigning ownership or follow-up.
Questions about this workflow
Does this assign the job?
No. It retrieves jobs for your review.
What if the user has no matching job?
Notis can report that no relevant result was found in the returned data.
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.
Archive Users
Tool to archive one or more users by their unique ids. use when you need to deactivate users without deleting their records.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Users
Tool to create multiple users in connecteam. use when you need to add several staff or admin accounts at once.
New User Created
Triggered when a new user is created in Zendesk.
Generate Upload URL
Tool to generate a pre-signed url for uploading a file. use when you need a secure, time-limited url prior to file upload.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Get Chat
Tool to retrieve chat conversations. use when you need to list all team chats/channels after confirming your communications hub is on expert plan.
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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