Create a Docupilot workspace for each new trial user
Keep trial onboarding and conversion work easy to find.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Why this helps
Trial follow-up is time sensitive, but its documents and context often sit in separate places.
- Creates a repeatable trial workspace
- Keeps conversion context together
- Reduces manual onboarding setup
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Docupilot once in Notis.
- 2Create an automation for trial user folders.
- 3Tell Notis to create a Docupilot folder when the new user's Zendesk data identifies a trial account.
- 4Pick the Zendesk New User Created trigger.
- 5Choose a report channel, then test with one real trial user.
Questions about this workflow
What if trial status is not in Zendesk?
Notis cannot infer missing status, so provide the relevant context in the instruction or handle the user manually.
Can this use an expiration date?
Only if that date is available in the 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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