Send a clear onboarding email to every new Zendesk user
Start a new user relationship with the key information they need in their inbox.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Send Email
Sends an email via gmail api using the authenticated user's google profile display name, requiring `is html=true` if the body contains html and valid `s3key`, `mimetype`, `name` for any attachment.
Why this helps
Onboarding instructions are easy to delay when adding a new user triggers more manual work.
- Send consistent onboarding information at user creation.
- Use your supplied content and recipient rules.
- Reduce the chance a new user waits for next steps.
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Gmail once in the Notis portal.
- 2Create an automation in Automations with a name and prompt.
- 3Provide the onboarding message, recipient rule, and conditions for sending in one instruction.
- 4Pick the New User Created trigger and choose where run reports should go.
- 5Test with one real user and verify the address and email content.
Questions about this workflow
Can it send without review?
Yes, the send action sends email. Test your recipient rule and message carefully with one real user example before relying on it.
Can the workflow include setup instructions?
Yes. Include the exact approved instructions or source content in your prompt so Notis has grounded material to use.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Gmail. A trigger fires from one place; an action lands in another.
Zendesk triggers
Gmail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Modify email labels
Adds and/or removes specified gmail labels for a message; ensure `message id` and all `label ids` are valid (use 'listlabels' for custom label ids).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
New User Created
Triggered when a new user is created in Zendesk.
Create label
Creates a new label with a unique name in the specified user's gmail account.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Delete Draft
Permanently deletes a specific gmail draft using its id; ensure the draft exists and the user has necessary permissions for the given `user id`.
Delete message
Permanently deletes a specific email message by its id from a gmail mailbox; for `user id`, use 'me' for the authenticated user or an email address to which the authenticated user has delegated access.
Fetch emails
Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
Fetch message by message ID
Fetches a specific email message by its id, provided the `message id` exists and is accessible to the authenticated `user id`.
Fetch Message by Thread ID
Retrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`.
Connect any two apps with Notis in the middle.
Zendesk and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Gmail.