Welcome every new Zendesk user automatically
Turn a new Zendesk profile into a timely, helpful welcome message in Customer.io.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Trigger Broadcast
Tool to manually trigger a broadcast. use when you need to override the default audience and provide personalization data after confirming the broadcast id.
Why this helps
New users can be created without anyone remembering to start a thoughtful onboarding conversation.
- Start onboarding immediately
- Keep welcome messaging consistent
- Reduce manual follow-up
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Customer.io once in Notis.
- 2Create an automation and describe the welcome outcome in one instruction.
- 3Pick New User Created as the trigger.
- 4Choose a Customer.io broadcast and a report channel.
- 5Test with one real new Zendesk user.
Questions about this workflow
Can the message be personalized?
Yes. Tell Notis which available Zendesk user details and Customer.io personalization data to use.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Customerio. A trigger fires from one place; an action lands in another.
Zendesk triggers
Customerio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Suppress Customer Profile
Tool to suppress a person. use when you need to permanently delete a customer's profile and prevent them from being re-added.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Integrations
Tool to retrieve a list of integrations in your workspace. use when you need to discover configured integrations.
New User Created
Triggered when a new user is created in Zendesk.
Get Messages
Tool to retrieve a list of messages sent from your workspace. use when you need paginated delivery metrics for messages, e.g., list email messages delivered between two timestamps.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Get Segment Details
Tool to retrieve details of a specific segment. use after identifying the segment id from list segments.
Get Segment Membership
Tool to retrieve people in a specific segment. use when you need to page through segment membership after identifying segment id.
Get Segments
Tool to retrieve a list of segments in your workspace. use when you need to fetch all segments after configuring segment rules.
Get Trigger
Tool to retrieve details about a specific trigger. use after triggering a broadcast to confirm its status and metadata.
Get Triggers
Tool to retrieve a list of triggers for a specific broadcast. use after identifying broadcast id to inspect associated triggers.
Connect any two apps with Notis in the middle.
Zendesk and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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