Find the right Docupilot folder for each new user
Route onboarding work into the structure you already use.
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
New customer work gets duplicated because nobody remembers which folder already exists.
- Reuses existing customer workspaces
- Reduces duplicate folders
- Makes onboarding routing repeatable
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Docupilot once in Notis.
- 2Create an automation for new user folder lookup.
- 3Tell Notis to list Docupilot folders and identify the best existing onboarding folder for the new user.
- 4Pick the Zendesk New User Created trigger.
- 5Choose a report channel, then test with one real user.
Questions about this workflow
What if no suitable folder exists?
Ask Notis to report that no match was found so you can decide the next step.
Can the workflow use company information?
Yes, when company information is present in the Zendesk event data.
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
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