Route new users to the right Docupilot segment folder
Keep segment specific onboarding work consistent as new users arrive.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
List all folders
Tool to list all folders. use after authentication to fetch available workspace folders.
Why this helps
Teams create duplicate workspaces because segment routing rules live in people's heads.
- Makes segment routing repeatable
- Reuses existing workspaces
- Reduces onboarding setup time
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Docupilot once in Notis.
- 2Create an automation for segment folder lookup.
- 3Tell Notis to list all Docupilot folders and report the best match for the new user's available segment context.
- 4Pick the Zendesk New User Created trigger.
- 5Choose a report channel, then test with one real user.
Questions about this workflow
What segment data can be used?
Only segment information available in the Zendesk user event or supplied by you can be used.
What if two folders look like matches?
Ask Notis to report both candidates and the reason for its recommendation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Docupilot. A trigger fires from one place; an action lands in another.
Zendesk triggers
Docupilot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
New User Created
Triggered when a new user is created in Zendesk.
List all folders
Tool to list all folders. use after authentication to fetch available workspace folders.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Get Authenticated User
Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.
Connect any two apps with Notis in the middle.
Zendesk and Docupilot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docupilot.