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Summarize connected accounts for new Zendesk users

Start onboarding with a clear view of the account context Discord makes available.

Trigger

New User Created

Triggered when a new user is created in Zendesk.

Action

Retrieve user connections

Retrieves a list of the authenticated user's connected third-party accounts on discord.

Why this helps

Manual account checks create delays and inconsistent onboarding notes.

  • Standardizes account-context reviews
  • Reduces onboarding delay
  • Makes missing data visible

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and Discord once in Notis.
  • 2Create a new automation and name it for connected-account briefs.
  • 3Tell Notis to retrieve Discord connected accounts and summarize relevant context for the new Zendesk user.
  • 4Pick New User Created as the trigger.
  • 5Choose a report channel, then test with one real user.

Questions about this workflow

Will it connect any new accounts?

No. It only retrieves the connected accounts currently available.

Can the report be shared with onboarding?

Yes. Choose the shared Notis report channel used by your onboarding team.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Zendesk to Discord. A trigger fires from one place; an action lands in another.

Zendesk triggers

Discord actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Invite

Tool to retrieve information about a specific invite code. use when you need to get details about a guild or channel associated with an invite.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get my guild member

Retrieves the guild member object for the currently authenticated user within a specified guild, provided they are a member of that guild.

ActionInstant

New User Created

Triggered when a new user is created in Zendesk.

TriggerInstant

Get my OAuth2 authorization

Retrieves current oauth2 authorization details for the application, including app info, scopes, token expiration, and user data (contingent on scopes like 'identify').

ActionInstant

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

TriggerPolling

Get my user

Fetches comprehensive profile information for the currently authenticated discord user, including email if the 'email' scope is granted.

ActionInstant

Retrieve user connections

Retrieves a list of the authenticated user's connected third-party accounts on discord.

ActionInstant

List my guilds

Lists the current user's guilds, returning partial data for each; primarily used for displaying server lists or verifying memberships.

ActionInstant

Connect any two apps with Notis in the middle.

Zendesk and Discord, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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