Generate consent record PDFs for new users
Create a reviewable record when a new user requires documented consent.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Create PDF Asynchronously
Tool to queue asynchronous PDF generation via webhook. Use when you need to generate a PDF in the background and receive the result via a webhook.
Why this helps
Consent records are easy to overlook when onboarding happens across multiple systems.
- Create records consistently
- Reduce onboarding omissions
- Make review easier
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Craftmypdf once in Notis.
- 2Create an automation named New user consent record.
- 3Tell Notis to create a consent record PDF only when the new user data includes the required consent details, and report missing information otherwise.
- 4Pick New User Created as the trigger and choose a report channel.
- 5Test with one real new user.
Questions about this workflow
Does this collect consent?
No. It documents consent details already present in the Zendesk user data or your instruction.
What happens when details are missing?
Notis can skip generation and report exactly which required details are absent.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Craftmypdf. A trigger fires from one place; an action lands in another.
Zendesk triggers
Craftmypdf actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Editor Session
Tool to create an embeddable editor session URL for a template. Use when you need to embed the PDF editor for a specific template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create PDF Asynchronously
Tool to queue asynchronous PDF generation via webhook. Use when you need to generate a PDF in the background and receive the result via a webhook.
New User Created
Triggered when a new user is created in Zendesk.
List PDF Templates
Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.
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 Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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