Create a Conveyor folder for a new customer account
Give every new account a clear place for its trust materials.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Create new folder
Tool to create a new folder in Conveyor Exchange. Use when you need to organize items into folders programmatically after obtaining an API key.
Why this helps
Customer documents become scattered when folder setup is postponed.
- Standardize account organization
- Reduce setup work
- Make future sharing easier
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Conveyor in Notis once.
- 2Create an automation describing when an account folder should be created.
- 3Tell Notis to create a Conveyor folder using the account context from the new user.
- 4Pick New User Created as the trigger and choose a report channel.
- 5Test with one account representative.
Questions about this workflow
Can it avoid duplicate folders?
Ask Notis to check existing context and report possible duplicates before creating a folder.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Conveyor. A trigger fires from one place; an action lands in another.
Zendesk triggers
Conveyor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete a Conveyor document
Tool to delete a specific document. Use when you need to remove a document by its ID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete folder
Tool to delete a folder by its ID. Use when you need to remove a specific folder after confirming its ID.
New User Created
Triggered when a new user is created in Zendesk.
Generate/Validate API Token Guidance
Tool to validate API token and provide guidance. Conveyor does not support API-based token creation; tokens must be created in the Conveyor UI. This action performs a real API call (using the provided metadata) to validate the existing API token and returns structured guidance.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Get Authorization Request
Tool to fetch details of a specific authorization request. Use when you need to retrieve metadata by authorization_request_id.
Get Authorization Requests
Tool to fetch authorization requests. Use when you need to list authorization requests, optionally filtered by status.
Get all authorization requests
Tool to retrieve all authorization requests. Use when you need to list all authorizations; optionally filter by status. Use after authenticating with a valid API token.
Get all Conveyor connections
Tool to retrieve all connections. Use when you need to fetch the complete list of your Conveyor connections. Use after authenticating with a valid API key.
Get all Conveyor documents
Tool to retrieve all documents. Use after authenticating with a valid API key.
Connect any two apps with Notis in the middle.
Zendesk and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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