Open a welcome PDF editor for new users
Prepare a personalized welcome document that your team can review before sending.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
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.
Why this helps
Teams need a quick way to personalize welcome documents without rebuilding templates.
- Speed up document personalization
- Keep template structure consistent
- Add human review before sending
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Craftmypdf once in Notis.
- 2Create an automation named New user welcome editor.
- 3Tell Notis to create an editor session for the approved welcome template using the new user's available details.
- 4Pick New User Created as the trigger and choose a report channel.
- 5Test with one real new user.
Questions about this workflow
Does this send the PDF automatically?
No. It creates an embeddable editor session so your team can review and edit the document.
What if the template is unknown?
Ask Notis to list available templates first, then choose the approved template.
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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