Send onboarding agreements from Zendesk
Keep new user setup moving with a timely signing request.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Send Document
Tool to send a document for signing. Use after confirming the document's ID, adding recipients, and uploading content.
Why this helps
Onboarding agreements are easy to forget between account creation and manual document preparation.
- Reduce onboarding delays
- Create a repeatable signing handoff
- Keep new users moving
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Docnify in Notis once.
- 2Create an automation that sends only when eligibility, document ID, and recipient details are confirmed for the new user.
- 3Choose the New User Created trigger.
- 4Select a report channel and test with one eligible user.
Questions about this workflow
What makes a user eligible?
Define the eligibility rule in your instruction, such as a confirmed onboarding status or agreement requirement.
What if the user email is missing?
Notis reports the missing recipient information and does not send.
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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