Set a clear document baseline for new users
Give every new customer a shared understanding of the current document version.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
List Comparisons
Tool to retrieve a paginated list of document comparisons. use when you need to browse comparisons across pages.
Why this helps
Teams refer to different document versions when onboarding a new customer.
- Reduces version confusion
- Creates a consistent onboarding reference
- Surfaces missing baseline information
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Draftable once in the Notis portal.
- 2Create an automation that finds the relevant Draftable comparison and states the current baseline, or reports that it is missing.
- 3Pick the New User Created trigger.
- 4Choose where baseline reports should go.
- 5Test with a new user linked to a known document set.
Questions about this workflow
What if there is no agreed current version?
Notis can flag the missing baseline for a human decision instead of selecting one arbitrarily.
Can this include internal naming conventions?
Yes. Add your naming rules to the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Draftable. A trigger fires from one place; an action lands in another.
Zendesk triggers
Draftable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Comparisons
Tool to retrieve a paginated list of document comparisons. use when you need to browse comparisons across pages.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
New User Created
Triggered when a new user is created in Zendesk.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Connect any two apps with Notis in the middle.
Zendesk and Draftable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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