Generate welcome PDFs for new users
Give every new user a useful starting document without manual onboarding work.
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
New user onboarding starts inconsistently because welcome materials are assembled one person at a time.
- Standardize first touch onboarding
- Reduce repetitive setup work
- Deliver a clear starting point
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Craftmypdf once in Notis.
- 2Create an automation named New user welcome PDF.
- 3Tell Notis to create a welcome PDF for each new Zendesk user using available profile details and approved onboarding guidance.
- 4Pick New User Created as the trigger and choose a report channel.
- 5Test with one real new user.
Questions about this workflow
What if the user profile is sparse?
Notis can create a generic welcome document and report which profile details were unavailable.
Can this include private account data?
Tell Notis exactly which approved profile details may appear in the document.
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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