Compare new users with Dotsimple account reports
Use existing performance data to shape a more relevant first follow-up.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
List Reports
Tool to list all account-level reports. use when you need to fetch aggregated account metrics chronologically after authentication.
Why this helps
Generic onboarding misses patterns already visible in your social account data.
- Add measurable context to onboarding
- Identify patterns worth discussing
- Give founders a concise follow-up brief
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Dotsimple in Notis once.
- 2Create an automation named for new user report context.
- 3Tell Notis to fetch Dotsimple reports and summarize any patterns useful for onboarding each new user.
- 4Pick New User Created as the trigger.
- 5Choose a report channel and test with one real user.
Questions about this workflow
Are reports user-level?
Dotsimple provides account-level reports, so Notis uses them as broader context.
Can I define the segments?
Yes. Include your preferred audience rules in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Dotsimple. A trigger fires from one place; an action lands in another.
Zendesk triggers
Dotsimple actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Tag
Tool to create a new tag in dotsimple. use when you need to categorize content with custom tags. example: create a tag named "news" with color "#38bdf8".
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Media Files
Tool to delete multiple media files in the workspace. use after confirming unwanted files. call this when you have a list of media ids to remove. returns success status.
New User Created
Triggered when a new user is created in Zendesk.
Delete Tag
Tool to delete a tag by its uuid. use when you need to remove a specific tag; ensure the uuid is correct before invoking.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Get Media File
Tool to retrieve details of a specific media file. use when you have the mediafileid and need its metadata.
Get Tag by UUID
Tool to retrieve details for a specific tag by uuid. use when you need full tag information after obtaining its identifier.
List Accounts
Tool to list all connected social media accounts in the workspace. use when you need to retrieve available accounts before posting or scheduling content.
List Autoresponders
Tool to list all autoresponders. use when you need to browse through your autoresponder setup.
List Media Files
Tool to list all media files with optional pagination. use when you need to retrieve or browse uploaded media files page by page.
Connect any two apps with Notis in the middle.
Zendesk and Dotsimple, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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