Bring Ecologi tree totals into customer onboarding
Give your team a useful tree-funding snapshot when a new customer record appears in Zendesk.
Trigger
New User Created
Triggers when a new user is created.
Action
Get User Trees
View the number of trees a user has funded.
Why this helps
New customer records can arrive without a quick view of the climate impact they have funded through Ecologi.
- Retrieve the number of trees funded by the matching Ecologi user.
- Give onboarding a simple climate impact detail to reference.
- Send the result to a chosen channel without a manual lookup.
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Ecologi once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3In one instruction, ask Notis to identify the matching Ecologi user for each new Zendesk user and report their funded tree total.
- 4Choose New User Created as the trigger.
- 5Choose a report channel, then test with one real new user and verify the identity match.
Questions about this workflow
Will this create or update a Zendesk user?
No. The Ecologi action only retrieves a tree total, and no Zendesk write action is available in this workflow.
What if the Zendesk user cannot be matched to Ecologi?
The automation needs enough identifying information to make the match. Test with a real user and clarify the matching instruction if the record is ambiguous.
How often does Ecologi refresh tree totals?
The Ecologi data refreshes every 10 minutes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Ecologi. A trigger fires from one place; an action lands in another.
Zendesk triggers
Ecologi actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get User Carbon Offset
View a user's total avoided carbon emissions.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get User Carbon Removal
View a user's total carbon removed from the atmosphere.
New User Created
Triggers when a new user is created.
Get User Habitat Restoration
View the habitat area restored by a user.
New Zendesk Ticket
Triggers when a new ticket is created in a specified view.
Get User Impact
View a user's combined environmental impact, including trees and carbon.
Get User Trees
View the number of trees a user has funded.
Connect any two apps with Notis in the middle.
Zendesk and Ecologi, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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