Track the customer checks behind your research
When Firmao research raises a question that only a customer can confirm, Notis can open a Zendesk ticket with the finding and a clear validation request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Zendesk Ticket
Create a ticket in zendesk.
Why this helps
Research assumptions can linger unresolved when the person who needs to confirm them is not given a visible follow-up.
- Make research questions visible as customer follow-up.
- Keep the finding that prompted the question attached.
- Reduce unresolved assumptions in customer work.
Setup
Build it in a few focused steps.
- 1Connect Firmao and Zendesk to Notis once through the portal.
- 2Ask Notis to create a Zendesk ticket when a Firmao research finding requires customer validation, including the question to confirm and its context.
- 3Choose an incoming webhook trigger and the channel for run reports.
- 4Send one validation-needed finding and verify the ticket clearly states the question.
Questions about this workflow
Will Notis contact the customer directly?
This workflow creates a Zendesk ticket. It does not send a customer reply unless you choose a separate reply action.
What should the request contain?
Provide the finding and the validation question so Notis can include them in the ticket.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Firmao to Zendesk. A trigger fires from one place; an action lands in another.
Firmao triggers
Zendesk actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Count Zendesk Organizations
Count the number of organizations in zendesk.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Zendesk Organization
Create an organization in zendesk.
Create Zendesk Ticket
Create a ticket in zendesk.
Delete Zendesk Organization
Delete an organization in zendesk.
Delete Zendesk Ticket
Delete a ticket in zendesk.
Get Zendesk About Me
Get information about the owner account in zendesk.
Get Zendesk Organizations
Get all organizations in zendesk.
Get Zendesk Organization
Get information about a specific organization in zendesk.
Connect any two apps with Notis in the middle.
Firmao and Zendesk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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