Collect onboarding resources as users join
Keep the best onboarding resources close to the moment they are needed.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Create Collected Link
Tool to create a collected link for a publication. use when you want to add a new link (with url, title, etc.) to a publication's collection.
Why this helps
Useful onboarding links remain scattered across signup notes and follow-up work.
- Centralize onboarding resources
- Create a cleaner source list for future issues
- Reduce repetitive resource hunting
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Curated once in the Notis portal.
- 2Create an automation that finds an applicable onboarding URL in the new user context and adds it as a Curated collected link.
- 3Pick New User Created as the trigger and select a run report destination.
- 4Test with one real new user record.
Questions about this workflow
Can I define which resource should be collected?
Yes. State the resource criteria in the plain language automation prompt.
What if no applicable URL is available?
Notis can report the missing URL instead of creating an incomplete link.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Curated. A trigger fires from one place; an action lands in another.
Zendesk triggers
Curated actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Draft Issue
Tool to create a draft issue for a publication. use after confirming the publication id. applies default settings if optional fields are omitted.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Collected Link
Tool to create a collected link for a publication. use when you want to add a new link (with url, title, etc.) to a publication's collection.
New User Created
Triggered when a new user is created in Zendesk.
List Email Subscribers
Tool to list all email subscribers for a publication. use after confirming the publication id.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
List Publications
Tool to list all publications accessible by the api key. use when you need to retrieve your publication ids for further api calls. example prompt: "list my publications".
List Categories
Tool to list all categories for a publication. use after you have the publication id and need to fetch its categories.
List Issues
Tool to list all issues for a publication. use after you have the publication id and need to fetch its issues (supports pagination).
Connect any two apps with Notis in the middle.
Zendesk and Curated, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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