Find an existing Google contact for each new Zendesk user
Check for an existing contact record before deciding what onboarding or follow-up the person needs.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Search People
Searches contacts by matching the query against names, nicknames, emails, phone numbers, and organizations, optionally including 'other contacts'.
Why this helps
Creating a Zendesk record does not reveal whether the person is already in your Google contacts.
- Search people using the new user's available identifiers.
- Surface possible existing contact details for review.
- Help avoid duplicate contact work.
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 search Google people using the new user's available details and report possible matches.
- 4Pick the New User Created trigger and choose a report channel.
- 5Test with one real user and verify the suggested match.
Questions about this workflow
Can the search include other contacts?
Yes. The people search action can optionally include other contacts. Specify whether to include them.
Will it confirm identity automatically?
No. Review possible matches before using them to make a customer decision.
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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