Keep opted-in Zendesk users on your Emailoctopus list
Turn a new Zendesk user into a ready-to-follow-up marketing contact only when their permission and destination list are clear.
Trigger
New User Created
Triggers when a new user is created.
Action
Create or Update Contact
Creates a contact if absent or updates it if already in the list.
Why this helps
Manually transferring new users can create busywork, while adding people without recorded marketing consent can damage trust.
- Create or update the contact without manually re-entering details.
- Use only an existing list and consent information that is actually available.
- Avoid treating account creation as marketing permission.
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Emailoctopus once in the Notis portal.
- 2Create an automation in Automations, or tell Notis in plain language from any channel.
- 3Describe that a new Zendesk user should become or update an Emailoctopus contact only when the supplied record confirms marketing consent and the intended existing list.
- 4Pick the Zendesk New User Created trigger and choose where run reports go.
- 5Test with one real, consented example and confirm the contact is on the intended list.
Questions about this workflow
Does creating a Zendesk user mean they consented to marketing?
No. Use this workflow only when marketing consent and the intended Emailoctopus list are explicitly available in the event or instructions.
What happens if the contact is already on the list?
Create or Update Contact is designed to create a missing contact or update an existing one. Tell Notis which available details to use.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Emailoctopus. A trigger fires from one place; an action lands in another.
Zendesk triggers
Emailoctopus actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact
Add a new contact to a mailing list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create List
Create a mailing list to organize email contacts.
New User Created
Triggers when a new user is created.
Create Field
Creates a custom field on a mailing list.
New Zendesk Ticket
Triggers when a new ticket is created in a specified view.
Delete Contact
Permanently delete a contact and its list data; this cannot be undone.
Delete List
Delete a mailing list and all its contacts permanently; this cannot be undone.
Create Tag
Creates a tag on a mailing list for contact organization.
Get All Lists
Retrieve all mailing lists in the account.
Get Recent Campaigns
Retrieves recent campaigns from your EmailOctopus account.
Connect any two apps with Notis in the middle.
Zendesk and Emailoctopus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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