Check for prior Gmail correspondence with each new Zendesk user
Understand whether a new Zendesk user has already contacted you before starting onboarding.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Fetch emails
Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
Why this helps
A new account record does not always mean a first conversation, and duplicate introductions can feel awkward.
- Find prior email messages using available user identifiers.
- Give onboarding reviewers context before they send a welcome.
- Reduce duplicate introductions.
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Gmail once in the Notis portal.
- 2Create an automation from Automations and enter its name and prompt.
- 3Tell Notis to search Gmail for prior messages using identifiers available on the new user record and report matches.
- 4Choose the New User Created trigger and a report destination.
- 5Test with one real user record and confirm relevant results are surfaced.
Questions about this workflow
Can this prevent welcome emails from being sent?
This workflow searches and reports results. Add a separately defined decision and send action only if you want it to control onboarding email.
What if user details do not identify their email?
Notis needs an available identifier to search meaningfully. Ask it to report when the record lacks one.
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
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