Review Docsbot teams for new Zendesk users
Make the support destination visible before onboarding work branches out.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
List Teams
Tool to list all teams. use when you need to retrieve every team associated with the authenticated user.
Why this helps
New user onboarding slows down when team destinations are unclear.
- See current team options
- Reduce onboarding decisions
- Keep destinations consistent
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Docsbot ai once in the Notis portal.
- 2Create the automation with a team review instruction.
- 3Tell Notis to list Docsbot teams and summarize which team appears relevant to the new Zendesk user context.
- 4Pick New User Created as the trigger and choose where reports go.
- 5Test with one real user.
Questions about this workflow
Does it move the user into a team?
No. It lists teams and reports a recommendation for your review.
What information can guide the recommendation?
Use the available Zendesk user details and any onboarding context you include in the prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Docsbot ai. A trigger fires from one place; an action lands in another.
Zendesk triggers
Docsbot ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Bot
Tool to create a new bot within a team. use when you have a valid team id and want to provision a new bot.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Bot
Tool to delete a specific bot by its id. use after confirming the bot id is correct to permanently remove a bot from the system.
New User Created
Triggered when a new user is created in Zendesk.
Generate Conversation Ticket
Tool to generate a structured support ticket from a chat agent conversation. use when you need to convert an existing conversation into a ready-to-submit helpdesk ticket.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Get Bot Details
Tool to fetch details of a specific bot by id within a team. use after confirming valid team and bot ids.
Get Team Details
Tool to fetch details of a specific team by its id. use when you need full team info including members and settings after confirming the team id.
List Team Bots
Tool to list all bots for a given team. use after confirming the team id to retrieve all associated bots for that team.
List Questions
Tool to list all questions asked of a specific bot. use after confirming the bot's identifier. example: "list questions for bot abc123 with status 'unanswered'."
List Bot Sources
Tool to list all sources for a specific bot. use when you need to retrieve paginated source lists after confirming the bot's identifier.
Connect any two apps with Notis in the middle.
Zendesk and Docsbot ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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