Turn new Zendesk users into onboarding checklists
Make the next onboarding actions visible in one practical spreadsheet.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Create Document
Tool to create a PDF or Excel document synchronously from HTML content or URL. Use when you need to generate a document file from HTML data. The document is returned immediately as a downloadable file. Either document_content or document_url must be provided, but not both.
Why this helps
Onboarding tasks disappear when they live across chats, notes, and memory.
- Make onboarding steps easy to scan
- Create a repeatable handoff artifact
- Reduce forgotten follow-ups
Setup
Build it in a few focused steps.
- 1Connect Zendesk and DocRaptor in Notis.
- 2Create an automation for the onboarding checklist.
- 3In one instruction, ask Notis to build an XLSX checklist from the new user's context and include sensible task descriptions.
- 4Pick New User Created as the trigger.
- 5Choose where reports should go, run one real example, and inspect the spreadsheet.
Questions about this workflow
Can Notis invent missing customer details?
No. It should use event data and your prompt, and identify information that is not available.
Why use XLSX here?
An XLSX checklist is easy to sort, share, and update during onboarding.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to DocRaptor. A trigger fires from one place; an action lands in another.
Zendesk triggers
DocRaptor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Async Document
Tool to create documents asynchronously from HTML content. Use when generating PDF, XLS, or XLSX documents and you need to poll for completion status or use a callback URL for notification.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Tool to create a PDF or Excel document synchronously from HTML content or URL. Use when you need to generate a document file from HTML data. The document is returned immediately as a downloadable file. Either document_content or document_url must be provided, but not both.
New User Created
Triggered when a new user is created in Zendesk.
Create Document from Referrer
Tool to convert webpages into documents using referrer-based authentication without an API key. Use when you need to generate PDFs or Excel files from registered domains without explicit API credentials.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Create Hosted Async Document
Tool to create a hosted document asynchronously. Use when you need to generate a PDF, XLS, or XLSX document and track its completion status via callback_url or the status API.
Download Async Document
Tool to download a completed asynchronous document using the download URL from status response. Use when you have a download_id and need to retrieve the generated document file.
Get Async Document Status
Tool to check the status of an asynchronously created document. Use when monitoring progress of async documents by polling for completion status.
List Documents (JSON)
Tool to retrieve a paginated list of previously created documents with metadata in JSON format. Use when you need to see document creation history or query past documents.
List Documents (XML)
Tool to retrieve a paginated list of previously created documents with metadata in XML format. Use when you need to see document creation history or query past documents in XML format.
Connect any two apps with Notis in the middle.
Zendesk and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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