Review profile fields for new users
Use the workforce profile structure you already have when a new support identity arrives.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
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.
Why this helps
Teams ask inconsistent onboarding questions because profile requirements are hidden in another system.
- Standardize onboarding reviews
- Reduce repeated questions
- Improve profile completeness decisions
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Connecteam in Notis.
- 2Create an automation telling Notis to retrieve relevant Connecteam custom fields for each new Zendesk user.
- 3Pick New User Created as the trigger.
- 4Choose the report channel and test with one real user.
- 5Review the fields before requesting more information.
Questions about this workflow
Will this update the new user?
No. It only retrieves Connecteam custom fields.
Can the result be summarized?
Yes. Ask Notis to group fields by their onboarding relevance.
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
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.
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New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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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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