Find the existing Docupilot workspace for enterprise users
Route enterprise onboarding into the account workspace your team already maintains.
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
Enterprise customers often have established workspaces, but new users can still trigger duplicate setup.
- Reuses established enterprise workspaces
- Reduces duplicate customer folders
- Improves account team coordination
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Docupilot once in Notis.
- 2Create an automation for enterprise folder lookup.
- 3Tell Notis to list all Docupilot folders and identify the best existing workspace for the new enterprise user's available account context.
- 4Pick the Zendesk New User Created trigger.
- 5Choose a report channel, then test with one real enterprise user.
Questions about this workflow
What account context is needed?
The Zendesk event must include the account or enterprise details you want Notis to use.
Can the result include multiple candidate folders?
Yes, ask Notis to report candidates when the match is uncertain.
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.