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Check for existing touchpoints with new users

Look for calendar events tied to a new user before deciding what follow-up they need.

Trigger

New User Created

Triggered when a new user is created in Zendesk.

Action

Find event

Finds events in a specified google calendar using text query, time ranges (event start/end, last modification), and event types; ensure `timemin` is not chronologically after `timemax` if both are provided.

Why this helps

Without a quick history check, you may repeat outreach or miss a meeting that is already planned.

  • Find possible existing meetings before planning another touchpoint.
  • Use the available new-user details to search.
  • Keep the result visible in a run report.

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and Google Calendar once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Tell Notis: When a Zendesk user is created, search my primary Google Calendar for events matching the user's name and report possible matches.
  • 4Pick the Zendesk New User Created trigger and choose where run reports go.
  • 5Test with one real new-user event that has a related calendar event.

Questions about this workflow

Can this tell whether the user has completed onboarding?

No. It only searches for related calendar events; it does not establish whether a meeting happened or onboarding is complete.

What if the user's name matches several people?

The report should present possible matches for review instead of treating a name match as certain.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Zendesk to Google Calendar. A trigger fires from one place; an action lands in another.

Zendesk triggers

Google Calendar actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Insert Calendar into List

Inserts an existing calendar into the user's calendar list.

ActionInstant

Webhook trigger

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

TriggerInstant

Update Calendar List Entry

Updates an existing entry on the user\'s calendar list.

ActionInstant

New User Created

Triggered when a new user is created in Zendesk.

TriggerInstant

Delete Calendar

Deletes a secondary calendar. use calendars.clear for clearing all events on primary calendars.

ActionInstant

New Zendesk Ticket

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

TriggerPolling

Update Calendar

Updates metadata for a calendar.

ActionInstant

Clear Calendar

Clears a primary calendar. this operation deletes all events associated with the primary calendar of an account.

ActionInstant

Create Event

Creates an event on a google calendar, needing rfc3339 utc start/end times (end after start) and write access to the calendar. by default, adds the organizer as an attendee unless exclude organizer is set to true.

ActionInstant

Delete event

Deletes a specified event by `event id` from a google calendar (`calendar id`); this action is idempotent and raises a 404 error if the event is not found.

ActionInstant

Create a calendar

Creates a new, empty google calendar with the specified title (summary).

ActionInstant

Connect any two apps with Notis in the middle.

Zendesk and Google Calendar, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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