Create onboarding checklists from support tickets
Give new customers a simple path forward as soon as onboarding questions arrive.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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
Onboarding tasks are scattered across ticket replies and easy to miss.
- Make next steps visible
- Reduce onboarding delays
- Create consistent customer guidance
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Craftmypdf once in Notis.
- 2Create an automation named Customer onboarding checklist.
- 3Tell Notis to create a checklist PDF from each new onboarding ticket, separating customer tasks from your team's tasks.
- 4Pick New Zendesk Ticket as the trigger and choose a report channel.
- 5Test with one real onboarding ticket.
Questions about this workflow
Can the checklist separate owners?
Yes. Tell Notis to label tasks for the customer, support team, or another owner when the ticket identifies one.
What if the ticket has no timeline?
The PDF can leave the timeline blank and report it as missing.
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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