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Notis

Close the loop on customer research requests

A request can prompt Notis to gather relevant Firmao company or industry context and add a short research response to the Zendesk ticket.

Trigger

Webhook received

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

Action

Reply to Zendesk Ticket

Action to reply to a zendesk ticket by adding a comment.

Why this helps

Requests for company context often wait while someone searches for the source material and remembers to return to the conversation.

  • Bring relevant research back to the original conversation.
  • Reduce the chance a request waits for a manual return trip.
  • Keep the answer and request together.

Setup

Build it in a few focused steps.

  • 1Connect Firmao and Zendesk to Notis once through the portal.
  • 2Ask Notis to use relevant Firmao research to reply to the Zendesk ticket identified in each incoming research request, with a concise summary and source context.
  • 3Choose an incoming webhook trigger and the channel for run reports.
  • 4Test with a ticket requesting research and review the added reply for accuracy and tone.

Questions about this workflow

Can the reply include unverified claims?

Describe that the response should be grounded in available Firmao research and clearly note when information is unavailable.

Will Notis know which ticket to answer?

The incoming request needs to identify the intended ticket clearly.

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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