Recommend onboarding content for each new Zendesk user
Make the first customer touch useful with a tailored onboarding starting point.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
GraphQL Content API Query
Tool to execute a GraphQL query against a specified space and environment. Use when fetching Contentful content via GraphQL after obtaining or providing a valid token.
Why this helps
Teams send generic onboarding material because finding the right guide takes too much effort.
- Personalize first-touch support
- Reuse existing guides
- Reduce onboarding friction
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Contentful graphql once in Notis.
- 2Create an automation for onboarding recommendations.
- 3Tell Notis to query Contentful for guides matching the new user's product or use case and summarize the recommended sequence.
- 4Pick New User Created as the trigger and select a report channel.
- 5Test with one real user.
Questions about this workflow
Can this use custom user attributes?
Yes, if those attributes are available in the Zendesk event and represented in your query.
Will it message the user?
No. It prepares a recommendation for your team.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Contentful graphql. A trigger fires from one place; an action lands in another.
Zendesk triggers
Contentful graphql actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get CMA Token
Tool to retrieve a Contentful Management API (CMA) access token. Use when making CMA calls to ensure valid authorization.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
GraphQL Content API Persisted Query
Tool to execute a persisted GraphQL query via its SHA256 hash. Use after registering a query hash to run cached queries by hash. On first call include full query text; thereafter invoke with only hash and variables.
New User Created
Triggered when a new user is created in Zendesk.
GraphQL Content API Query
Tool to execute a GraphQL query against a specified space and environment. Use when fetching Contentful content via GraphQL after obtaining or providing a valid token.
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 Contentful graphql, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Contentful graphql.