Give new Zendesk users a clear Salesforce onboarding next step
New customer accounts can need a welcome or setup follow-up. Have Notis place that next step in Salesforce as a task.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Onboarding follow-ups are easy to forget when new users arrive while the team is handling other work.
- Put onboarding follow-up into the team's Salesforce task list.
- Include relevant details available in the new user event.
- Make the next action clear without manual transfer.
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis what onboarding task to create for qualifying new users and which available details to include.
- 4Pick the New User Created trigger and choose where run reports should go.
- 5Test with one real new user and review the Salesforce task.
Questions about this workflow
Can this create a task for every new user?
Yes, if that is the instruction you give Notis. You can also describe conditions for creating tasks based on details included in the user event.
Can it associate each task with a Salesforce contact?
Include a valid Salesforce record reference if you need a relationship. The listed workflow does not search Salesforce for a matching contact.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Salesforce. A trigger fires from one place; an action lands in another.
Zendesk triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New User Created
Triggered when a new user is created in Zendesk.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Zendesk and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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