Find the best Dotsimple tag for each new user
Keep onboarding follow-up organized from the first interaction.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
List Tags
Tool to list all tags available in the workspace. use when you need to retrieve tag metadata for planning or display.
Why this helps
Inconsistent categorization makes it difficult to see which user groups need attention.
- Reuse existing categories consistently
- Expose missing user segments
- Improve follow-up reporting
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Dotsimple in Notis once.
- 2Create an automation named for new user tag fit.
- 3Tell Notis to list Dotsimple tags and recommend one category for each new Zendesk user.
- 4Pick New User Created as the trigger.
- 5Choose a report channel and test with one real user.
Questions about this workflow
Does it apply the tag?
No. It recommends a tag based on the available tag list.
Can the recommendation use custom rules?
Yes. Add your categorization rules to the plain language 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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