Surface onboarding workflows for new users
Connect a new customer signal to the operating playbook your team can use next.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Get Workflows List
This tool retrieves a list of all workflows that the authenticated user has access to in dailybot. it can be executed independently with only the authentication required, and it supports optional pagination parameters (page, per page) to refine the response.
Why this helps
Onboarding starts slowly when teams must search for the right process manually.
- Shorten onboarding setup time
- Make relevant processes easier to find
- Create consistent new user handling
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Dailybot in the Notis portal once.
- 2Create an automation describing the workflow summary needed for each new user.
- 3Pick New User Created as the trigger.
- 4Choose the Dailybot report destination.
- 5Test with one real user creation.
Questions about this workflow
Does it create a workflow?
No. It retrieves the workflows already available in Dailybot.
Can the report be tailored to onboarding?
Yes. Tell Notis which workflow names or statuses matter to your onboarding process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Dailybot. A trigger fires from one place; an action lands in another.
Zendesk triggers
Dailybot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Find User by UUID
This tool allows you to find and retrieve information about a specific user in dailybot. it uses the provided user uuid to lookup the user and returns detailed information including the user's uuid, full name, image, username, occupation, birth date, chat platform data, and organization details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Find Workflow by Name
This tool allows users to find a specific workflow within dailybot by providing the workflow name. it returns detailed information including the workflow id, workflow name, workflow status, workflow type, created at, and updated at. it is especially useful to locate a workflow before running or modifying it.
New User Created
Triggered when a new user is created in Zendesk.
Get All Users
This tool retrieves a list of all users within the organization from dailybot. it doesn't require any input parameters other than authentication. the returned json contains user details including uuid, active status, full name, and organizational data.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Get Workflows List
This tool retrieves a list of all workflows that the authenticated user has access to in dailybot. it can be executed independently with only the authentication required, and it supports optional pagination parameters (page, per page) to refine the response.
Give Kudos to Users
This tool allows giving kudos to one or multiple users in dailybot. kudos can be given either on behalf of dailybot or the api key owner.
Send Message
This tool allows sending a message through dailybot to either specific users or channels/rooms. the message can include markdown formatting.
Connect any two apps with Notis in the middle.
Zendesk and Dailybot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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