Let new users choose their first support step
A simple choice can help a new customer find the next useful path with less reading and less back-and-forth.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Send interactive buttons
Send an interactive button message to a whatsapp number. button messages allow users to quickly respond by tapping up to 3 predefined buttons. perfect for yes/no questions, quick choices, or call-to-action scenarios. note: the message will be delivered to the recipient only if they have texted first.
Why this helps
New users often receive generic onboarding information that does not match what they need right now.
- Offer a small, easy-to-answer choice.
- Help customers identify a relevant support path.
- Keep the first follow-up focused.
Setup
Build it in a few focused steps.
- 1Connect Zendesk and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to ask a short WhatsApp button question with up to three support choices that you provide when a user is created.
- 4Pick the Zendesk New User Created trigger and choose where run reports go.
- 5Test with one real example and review the wording and choices.
Questions about this workflow
Does the workflow route a user based on their button selection?
No. The listed action sends interactive buttons; it does not describe receiving the selection or routing the Zendesk user.
How many choices can I offer?
The action supports up to three predefined buttons.
When will the button message be delivered?
The action notes it is delivered only if the recipient has texted first.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Whatsapp. A trigger fires from one place; an action lands in another.
Zendesk triggers
Whatsapp actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create message template
Create a new message template for the whatsapp business account. templates must be approved by whatsapp before they can be used. templates are required for marketing messages and messages sent outside the 24-hour window.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete message template
Delete a message template from the whatsapp business account. this permanently removes the template and it cannot be recovered. only delete templates that are no longer needed.
New User Created
Triggered when a new user is created in Zendesk.
Get business profile
Get the business profile information for a whatsapp business phone number. this includes business details like description, address, website, and contact info.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Get media
Get information about uploaded media including a temporary download url. the download url is valid for 5 minutes and can be used to retrieve the actual media file. this is useful for downloading media that was sent to your whatsapp number.
Get media info
Get metadata about uploaded media without generating a download url. this is useful for checking file size, type, and hash without downloading the file. use get media if you need the actual download url.
Get message templates
Get all message templates for the whatsapp business account. templates are required for sending messages outside the 24-hour window and for marketing/utility messages.
Get phone number
Get details of a specific phone number associated with a whatsapp business account.
Get phone numbers
Get all phone numbers associated with a whatsapp business account (waba).
Connect any two apps with Notis in the middle.
Zendesk and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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