Create an onboarding document automation for every new user
Give every new user a consistent onboarding document path from day one.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Create Automation
Tool to create a new DocsAutomator automation with specified data source and optional Google Doc template. Use when you need to set up a new document automation workflow. PDF templates must be uploaded through the DocsAutomator app interface.
Why this helps
New user onboarding depends on someone remembering to set up the right document workflow each time.
- Standardize onboarding preparation
- Reduce setup work for each new account
- Make new user follow through easier
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Docsautomator once in the Notis portal.
- 2Create an automation instructing Notis to create a Docsautomator onboarding document workflow for each new Zendesk user.
- 3Describe the onboarding outcome, data source, and optional Google Doc template in one instruction.
- 4Pick New User Created as the trigger and choose a report channel.
- 5Test with one real new user and review the automation.
Questions about this workflow
Does this send the onboarding document?
It creates the Docsautomator automation. Sending or generation follows the configuration you request.
Can onboarding differ by user type?
Yes. Include the user attributes and decision rules in your plain language instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Docsautomator. A trigger fires from one place; an action lands in another.
Zendesk triggers
Docsautomator actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Automation
Tool to create a new DocsAutomator automation with specified data source and optional Google Doc template. Use when you need to set up a new document automation workflow. PDF templates must be uploaded through the DocsAutomator app interface.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Automation
Tool to permanently delete an automation and all associated data. Use when you need to remove an automation that is no longer needed. This action cannot be undone.
New User Created
Triggered when a new user is created in Zendesk.
Duplicate Automation
Tool to create a copy of an existing automation with ' COPY' appended to the title. Use when you need to duplicate an existing automation without recreating it from scratch.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Get Automation Details
Tool to retrieve details of a specific automation by its ID. Use when you need to fetch configuration, data source settings, and template information for an automation.
Get Queue Statistics
Tool to retrieve current document generation queue statistics for your workspace. Use when monitoring queue health or checking processing capacity.
List Automations
Tool to retrieve all automations in your workspace with their basic details. Use when you need to view, list, or enumerate existing automations.
List Signing Sessions
Tool to retrieve signing sessions with optional filtering by status or signer email. Returns paginated results. Use when you need to list or search for signing sessions in DocsAutomator.
Send Test Email
Tool to send a test email with a sample PDF attachment to verify email configuration. Use when you need to test email delivery for a specific automation. Rate limited to 25 emails per hour per automation.
Connect any two apps with Notis in the middle.
Zendesk and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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