Find signing templates for new Zendesk users
Give onboarding the right template options as soon as a user appears.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
List Templates
Tool to list templates in the Docnify account.
Why this helps
New user setup slows down when staff hunt for the correct agreement template.
- Speed up onboarding
- Reduce template hunting
- Create consistent agreement selection
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Docnify in Notis once.
- 2Create an automation asking Notis to list Docnify templates relevant to each new user's onboarding context.
- 3Choose the New User Created trigger.
- 4Pick a report channel and test with one newly created user.
Questions about this workflow
Can Notis choose a template automatically?
It can recommend from the returned list using the onboarding context you provide.
Does this create a document?
No. It lists templates for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Docnify. A trigger fires from one place; an action lands in another.
Zendesk triggers
Docnify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Document Recipient
Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Fields
Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.
New User Created
Triggered when a new user is created in Zendesk.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
List Documents
Tool to list documents in the Docnify account.
Connect any two apps with Notis in the middle.
Zendesk and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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