Review support tickets connected to campaign activity
Bring customer issues and campaign context into a regular support review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Tickets
Retrieves support tickets.
Why this helps
Customer issues related to a campaign can be missed when support queues and marketing reviews happen separately.
- Retrieve support tickets for a repeatable review
- Relate ticket themes to campaign context supplied to the run
- Surface issues that may need a follow-up
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Agiled once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the ticket review.
- 3Tell Notis to retrieve Agiled tickets and summarize those relevant to campaign activity supplied to the run.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with current tickets and a real campaign context summary.
Questions about this workflow
Can it identify campaign-related tickets automatically?
Only when the ticket data or supplied context supports that connection. Notis should flag uncertain matches.
Does this create or update support tickets?
No. This workflow retrieves tickets for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Agiled. A trigger fires from one place; an action lands in another.
ActiveTrail triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Expense
Creates a new expense.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Creates a new project.
Create Task
Creates a new task.
Create Ticket
Creates a new support ticket.
Get Contacts
Retrieves contacts.
Get Currencies
Retrieves the available currencies.
Get Deals
Retrieves deals.
Get Employees
Retrieves employees.
Connect any two apps with Notis in the middle.
ActiveTrail and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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