Make your support footprint visible in portfolio reviews
A regular review can pair Firmao company research with a Zendesk organization total, making support coverage easier to keep in view.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Count Zendesk Organizations
Count the number of organizations in zendesk.
Why this helps
Customer portfolio reviews can omit support footprint when the number lives in a separate system and is tedious to retrieve.
- Include support account scale in portfolio reviews.
- Reduce the effort of checking a separate system.
- Create a repeatable point of reference for customer operations.
Setup
Build it in a few focused steps.
- 1Connect Firmao and Zendesk to Notis once through the portal.
- 2Ask Notis to count Zendesk organizations during a recurring Firmao company portfolio review and include the total in its summary.
- 3Choose a recurring schedule and the channel for run reports.
- 4Run the review once and confirm the count appears with the portfolio summary.
Questions about this workflow
Does a total show organization details?
No. This action returns a count. Use an organization listing or lookup workflow when you need individual records.
Can this run with a monthly portfolio review?
Yes. Select a recurring schedule that matches the review.
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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