Find the right welcome template for new users
Surface available document templates at the moment onboarding begins.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
List PDF Templates
Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.
Why this helps
Teams waste time searching for the right template before preparing a new user document.
- Reduce template hunting
- Improve onboarding consistency
- Make document choices visible
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Craftmypdf once in Notis.
- 2Create an automation named New user template browse.
- 3Tell Notis to list available Craftmypdf templates when a new Zendesk user is created and recommend the approved welcome template if identifiable.
- 4Pick New User Created as the trigger and choose a report channel.
- 5Test with one real new user.
Questions about this workflow
Does this generate a document?
No. It retrieves a paginated list of available templates so you can choose the right one.
Can it recommend a template?
Yes, when your instruction defines the approved use case and the returned template information supports a recommendation.
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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