Create a Docsumo onboarding brief for new Zendesk users
Start every new customer relationship with a clear view of the document workflows they can use.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Get User Document Types
Tool to list available user document types and user info. use when you need to discover all supported document classifications and user limits.
Why this helps
Onboarding teams repeat the same capability and limits research for each new account.
- Standardizes first touch onboarding
- Shows available classifications and limits
- Gives account teams a ready internal summary
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Docsumo in the Notis portal.
- 2Create an automation named for new user document onboarding.
- 3Tell Notis to retrieve Docsumo user document types and limits for each new Zendesk user and write a concise internal brief.
- 4Choose New User Created as the trigger and select the report channel.
- 5Test with one newly created user.
Questions about this workflow
Is the brief sent directly to the new user?
No. It is a report for your chosen team channel unless you separately use it to prepare a customer response.
What information comes from Zendesk?
The trigger identifies the newly created user; the document classifications and limits come from Docsumo.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Docsumo. A trigger fires from one place; an action lands in another.
Zendesk triggers
Docsumo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Enabled Document Types
Tool to retrieve enabled document types summary for the user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get User Document Types
Tool to list available user document types and user info. use when you need to discover all supported document classifications and user limits.
New User Created
Triggered when a new user is created in Zendesk.
MCA Analysis
Tool to perform merchant cash advance (mca) analysis on bank statements. use when you need a month-by-month breakdown of account credits, debits, and balances after documents are processed.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Connect any two apps with Notis in the middle.
Zendesk and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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