Bring new Zendesk users into Salesforce as contacts
A new Zendesk user can become a Salesforce contact automatically, so your team has customer details in the place they use for relationship work.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Create contact
Creates a new contact in salesforce with the specified information.
Why this helps
Manually re-entering new customer details takes time and leaves room for inconsistent records.
- Reduce repeated entry of customer details.
- Make new Zendesk users visible to Salesforce users.
- Use available user details to prepare a contact record.
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 to create a Salesforce contact from each new Zendesk user using the details available in the user record.
- 4Pick the New User Created trigger and choose where run reports should go.
- 5Test with one real Zendesk user and review the Salesforce contact.
Questions about this workflow
What if the Zendesk user record is missing contact details?
Notis can only use details available in the event. Include an instruction to skip records when required details are missing.
Will it associate the contact with a Salesforce account?
Only if your instruction provides a valid Salesforce account reference. The workflow does not look up or infer an account association.
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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