Prepare onboarding documents when a Zendesk user is created
Give every new user a smoother start by surfacing the Documint templates your onboarding process can use.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
Why this helps
Onboarding stalls when teams search for document assets after a new account is already waiting.
- Create a repeatable onboarding starting point
- Reduce searching across tools
- Help teams use consistent documents for new users
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Documint in the Notis portal once.
- 2Create a new automation named for new user onboarding documents.
- 3Tell Notis to list Documint templates suitable for the new Zendesk user onboarding context.
- 4Pick New User Created as the trigger and choose a report channel.
- 5Test with one real new user and review the catalog report.
Questions about this workflow
Does this send anything to the new user?
No. It lists templates for your team to review and use.
Can the list be narrowed to onboarding templates?
Yes. State the onboarding context and naming rules in the plain language instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Documint. A trigger fires from one place; an action lands in another.
Zendesk triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Tool to permanently delete a single template by its id. use when you need to remove an outdated or unused template; ensure the template id is correct before calling.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Template
Tool to retrieve a single template by its id. use when you need to fetch details of a specific template before generating documents.
New User Created
Triggered when a new user is created in Zendesk.
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
Update Template
Tool to update a single template by its id. use when you need to modify an existing template's settings or layout after fetching its current details.
Connect any two apps with Notis in the middle.
Zendesk and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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