Create a guild membership brief for new users
Make community membership visible at the moment a new customer enters Zendesk.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
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.
Why this helps
Onboarding handoffs miss important community context when membership checks are delayed.
- Improves onboarding handoffs
- Highlights available member context
- Makes community support easier to coordinate
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Discord once in Notis.
- 2Create a new automation and name it for guild membership briefs.
- 3Tell Notis to retrieve Discord guild member details and summarize useful community 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
What happens when membership data is unavailable?
Notis marks the missing data clearly in the brief.
Does this assign a role?
No. The allowed action only retrieves the current guild member details.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
New User Created
Triggered when a new user is created in Zendesk.
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').
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Get my user
Fetches comprehensive profile information for the currently authenticated discord user, including email if the 'email' scope is granted.
Retrieve user connections
Retrieves a list of the authenticated user's connected third-party accounts on discord.
List my guilds
Lists the current user's guilds, returning partial data for each; primarily used for displaying server lists or verifying memberships.
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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