Prepare template options for every new user
Give onboarding teams a ready view of document options as users arrive.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Docmosis: List Templates
Tool to list all templates available in the environment. Use when you need to retrieve template names, optionally filtered by folder with pagination support.
Why this helps
New users often trigger document needs before anyone has checked what templates are available.
- Supports faster onboarding
- Creates consistent template visibility
- Cuts repeated library searches
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Docmosis once in Notis.
- 2Create an automation named New user template library overview.
- 3Tell Notis to list available Docmosis templates when a new Zendesk user is created and summarize useful categories.
- 4Pick New User Created as the trigger.
- 5Choose a report channel and test with one real user.
Questions about this workflow
What starts the automation?
A new user created in Zendesk.
Can it filter templates?
Your instruction can ask Notis to summarize or focus on a relevant folder or naming pattern.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Docmosis. A trigger fires from one place; an action lands in another.
Zendesk triggers
Docmosis actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Docmosis: Delete Image(s)
Tool to delete one or more stored images. Use when you need to remove images; ensure imageName(s) are valid before use.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Docmosis: Delete Template(s)
Tool to delete one or more templates from the environment. Use when you need to remove templates; multiple templates can be deleted in a single request.
New User Created
Triggered when a new user is created in Zendesk.
Docmosis Environment Ready
Tool to verify environment readiness. Use when ensuring the environment is active and within quota before rendering documents.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Docmosis Environment Summary
Tool to retrieve environment summary. Use when you need status, plan, and quota details of your Docmosis environment after authentication.
Docmosis: Get API Key
Tool to extract the Docmosis API access key from connection metadata. Use before other Docmosis API calls to retrieve the Bearer token from the Authorization header.
Get Batch Upload Status
Tool to check the status of a template batch upload job. Use when monitoring batch upload progress or checking if a batch upload has completed.
Download Docmosis Images
Tool to download one or more images. Use when you need to retrieve stored image files by name. If multiple names provided, images are returned in a zip archive.
Get Docmosis Render Queue
Tool to get current render queue status and utilization. Use when monitoring queue capacity before scheduling rendering tasks.
Connect any two apps with Notis in the middle.
Zendesk and Docmosis, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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