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Prepare a welcome email draft when a Zendesk user is created

Give each new user a useful first message without starting from a blank page.

Trigger

New User Created

Triggered when a new user is created in Zendesk.

Action

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.

Why this helps

New users can miss a timely welcome while you gather their details and write an introduction.

  • Use available user details to personalize a welcome draft.
  • Keep the message under human review before sending.
  • Reduce repetitive onboarding email writing.

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.
  • 3Tell Notis to draft a welcome email using available new-user details and your onboarding guidance.
  • 4Pick the New User Created trigger and select a report destination.
  • 5Test with one real user record and review the recipient and draft.

Questions about this workflow

Does this send the welcome message?

No. The workflow creates a draft that you can review and send.

What if the new user record has no email?

The workflow cannot address a draft reliably without an available recipient. Instruct Notis to report the missing address instead.

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.

TriggerScheduled

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).

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New User Created

Triggered when a new user is created in Zendesk.

TriggerInstant

Create label

Creates a new label with a unique name in the specified user's gmail account.

ActionInstant

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

TriggerPolling

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`.

ActionInstant

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.

ActionInstant

Fetch emails

Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.

ActionInstant

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`.

ActionInstant

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`.

ActionInstant

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

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