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Check That Your Onboarding Workbook Has the Right Tabs

Use each new user event as a cue to check the worksheet structure of your onboarding workbook.

Trigger

New User Created

Triggered when a new user is created in Zendesk.

Action

Get sheet names

Lists all worksheet names from a specified google spreadsheet (which must exist), useful for discovering sheets before further operations.

Why this helps

An onboarding process can stall when a shared workbook's expected worksheet is missing or renamed.

  • Check worksheet names in a specified workbook.
  • Surface a missing or renamed onboarding tab sooner.
  • Keep an existing onboarding process easier to maintain.

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and Google Sheets once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name the workbook check.
  • 3Tell Notis which existing spreadsheet to inspect and which worksheet names your process expects.
  • 4Pick the New User Created trigger, choose where run reports go, and test with one real user.

Questions about this workflow

Will this create a missing worksheet?

No. This action lists worksheet names. If you want a missing worksheet created, use the add-sheet action and specify the title.

Does this verify the contents of each worksheet?

No. It returns worksheet names, not cell data.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Zendesk triggers

Google Sheets actions

Recurring trigger

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

TriggerScheduled

Add Sheet to Spreadsheet

Adds a new sheet (worksheet) to a spreadsheet. use this tool to create a new tab within an existing google sheet, optionally specifying its title, index, size, and other properties.

ActionInstant

Webhook trigger

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

TriggerInstant

Aggregate Column Data

Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.

ActionInstant

New User Created

Triggered when a new user is created in Zendesk.

TriggerInstant

Append Dimension

Tool to append new rows or columns to a sheet, increasing its size. use when you need to add empty rows or columns to an existing sheet.

ActionInstant

New Zendesk Ticket

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

TriggerPolling

Batch get spreadsheet

Retrieves data from specified cell ranges in a google spreadsheet; ensure the spreadsheet has at least one worksheet and any explicitly referenced sheet names in ranges exist.

ActionInstant

Batch update spreadsheet

Updates a specified range in a google sheet with given values, or appends them as new rows if `first cell location` is omitted; ensure the target sheet exists and the spreadsheet contains at least one worksheet.

ActionInstant

Batch Update Values by Data Filter

Tool to update values in ranges matching data filters. use when you need to update specific data in a google sheet based on criteria rather than fixed cell ranges.

ActionInstant

Clear Basic Filter

Tool to clear the basic filter from a sheet. use when you need to remove an existing basic filter from a specific sheet within a google spreadsheet.

ActionInstant

Clear spreadsheet values

Clears cell content (preserving formatting and notes) from a specified a1 notation range in a google spreadsheet; the range must correspond to an existing sheet and cells.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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No card. Works with personal or business Google Sheets.