Make new Zendesk users easier to support
When Zendesk creates a user, Notis can put the available account context into a Drive handoff so the next support step is easier to pick up.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Create a File from Text
Creates a new file in google drive from provided text content (up to 10mb), supporting various formats including automatic conversion to google workspace types.
Why this helps
New account details may be spread across tools, making it harder to orient yourself before responding to a user's needs.
- Keep the available user context in a readable handoff
- Make the first support review easier to pick up
- Avoid manually creating a document for each new user
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Google Drive once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to create a Drive handoff using the new user's available Zendesk details, and note any additional context that must be supplied by you.
- 4Choose the New User Created trigger and select where run reports should go.
- 5Test with one real user creation and review the document for accuracy.
Questions about this workflow
Will this include the user's ticket history?
Only if the event or connected Zendesk context makes that history available. The trigger description guarantees a new user event, not a history lookup.
Can Notis add company or onboarding details?
Yes, if those details are available from Zendesk or you provide them in your instruction.
Does this create a Drive file each time?
The Create a File from Text action creates a file from provided text, so the instruction should describe the intended handoff.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Google Drive. A trigger fires from one place; an action lands in another.
Zendesk triggers
Google Drive actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add file sharing preference
Modifies sharing permissions for an existing google drive file, granting a specified role to a user, group, domain, or 'anyone'.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Copy file
Duplicates an existing file in google drive, identified by its `file id`.
New User Created
Triggered when a new user is created in Zendesk.
Create Comment
Tool to create a comment on a file. use when you need to add a new comment to a specific file in google drive.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Create Shared Drive
Tool to create a new shared drive. use when you need to programmatically create a new shared drive for collaboration or storage.
Create File or Folder
Creates a new file or folder with metadata. use to create empty files or folders, or files with content by providing it in the request body (though this action primarily focuses on metadata creation).
Create a File from Text
Creates a new file in google drive from provided text content (up to 10mb), supporting various formats including automatic conversion to google workspace types.
Create a folder
Creates a new folder in google drive, optionally within a parent folder specified by its id or name; if a parent name is provided but not found, the action will fail.
Create Reply
Tool to create a reply to a comment in google drive. use when you need to respond to an existing comment on a file.
Connect any two apps with Notis in the middle.
Zendesk and Google Drive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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