Check new Zendesk users against Elorus contacts
See whether a new support user already has a corresponding billing contact record.
Trigger
New User Created
Triggers when a new user is created.
Action
Get Contacts
Retrieve your contacts.
Why this helps
A new support profile can leave a founder unsure whether the billing system already has the right customer contact.
- Check for a likely contact match using details available from the new user event.
- Report when identity details are incomplete or match more than one contact.
- Keep contact review in a run report instead of adding another manual lookup.
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3Ask Notis to search Elorus contacts for a likely match to the new Zendesk user's available details and report uncertainty.
- 4Pick the New User Created trigger and choose where run reports go.
- 5Test with one real new user event.
Questions about this workflow
Does this create an Elorus contact if none matches?
No. The selected action retrieves contacts; it does not create a contact.
What if there are several possible matches?
The report should list the ambiguity and the available details so a person can review it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Elorus. A trigger fires from one place; an action lands in another.
Zendesk triggers
Elorus actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Create an invoice or receipt, saved as a draft by default.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Expense
Creates an expense from categorized line items.
New User Created
Triggers when a new user is created.
CREATE_PRODUCT
Create a product or service in the catalog.
New Zendesk Ticket
Triggers when a new ticket is created in a specified view.
Email Invoice
Email an existing invoice to selected contacts.
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
Delete Invoice
Permanently deletes a draft invoice; issued invoices cannot be deleted.
Get Contacts
Retrieve your contacts.
Get Credit Notes
Retrieve credit notes.
Connect any two apps with Notis in the middle.
Zendesk and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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