Check Daffy balance when a Zendesk user is created
Have current Daffy fund information ready before the next support conversation.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
Why this helps
Teams often start account conversations without knowing whether current fund information is available.
- Reduce manual balance checks
- Prepare faster account reviews
- Create a repeatable support handoff
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Daffy once in the Notis portal.
- 2Create an automation named New User Balance Check.
- 3Tell Notis to retrieve the authenticated Daffy fund balance and summarize it for the support report.
- 4Pick New User Created as the Zendesk trigger and select a report channel.
- 5Test with one real user creation.
Questions about this workflow
Who does the balance belong to?
The action returns the authenticated Daffy user's fund balance. Add any needed interpretation in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Daffy. A trigger fires from one place; an action lands in another.
Zendesk triggers
Daffy actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
New User Created
Triggered when a new user is created in Zendesk.
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Get User Causes
Tool to retrieve a list of causes for a specified user. use after confirming the user id is valid.
Connect any two apps with Notis in the middle.
Zendesk and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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