Prepare document context for every new user
Start each new customer relationship with the right document history.
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
Onboarding handoffs stall when teams cannot quickly see which document versions matter.
- Improves onboarding handoffs
- Surfaces relevant version history
- Creates a repeatable first look
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Draftable once in the Notis portal.
- 2Create an automation that checks Draftable comparisons relevant to each new Zendesk user and writes an onboarding brief.
- 3Pick the New User Created trigger.
- 4Choose the report destination for onboarding briefs.
- 5Test with one newly created user tied to a known document.
Questions about this workflow
What if no comparison relates to the new user?
Notis can state that no relevant comparison was found and leave the brief empty of unsupported claims.
Can the brief include customer supplied context?
Yes. Include that context in the automation prompt or provide it through the event payload.
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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