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Find customer conversations that need another look

Notis can compare relevant Firmao research with the Zendesk ticket list on a recurring schedule and highlight conversations to revisit.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Tickets

List zendesk tickets with pagination and filtering.

Why this helps

A busy ticket list can make it harder to notice conversations tied to a company change, risk, or research finding.

  • Surface potentially relevant conversations from a broad ticket list.
  • Make recurring backlog review more focused.
  • Reduce manual searching for customer context.

Setup

Build it in a few focused steps.

  • 1Connect Firmao and Zendesk to Notis once through the portal.
  • 2Ask Notis to periodically list Zendesk tickets and highlight conversations that relate to current Firmao company research or industry findings.
  • 3Choose a recurring schedule and the channel for run reports.
  • 4Run one scan and review whether the highlighted tickets merit attention.

Questions about this workflow

Does this change or close tickets?

No. It lists tickets and summarizes likely matches for review.

Can the scan be limited?

Describe the desired scope in the prompt and use one run to check that the returned ticket list is manageable.

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.

TriggerScheduled

Count Zendesk Organizations

Count the number of organizations in zendesk.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Zendesk Organization

Create an organization in zendesk.

ActionInstant

Create Zendesk Ticket

Create a ticket in zendesk.

ActionInstant

Delete Zendesk Organization

Delete an organization in zendesk.

ActionInstant

Delete Zendesk Ticket

Delete a ticket in zendesk.

ActionInstant

Get Zendesk About Me

Get information about the owner account in zendesk.

ActionInstant

Get Zendesk Organizations

Get all organizations in zendesk.

ActionInstant

Get Zendesk Organization

Get information about a specific organization in zendesk.

ActionInstant

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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