Put site context on document support reports
Use the location list to clarify where a reported document workflow issue is happening.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Freshservice Locations
Tool to list all locations in Freshservice. Use when you need to retrieve paginated location data.
Why this helps
A site-specific issue is harder to route when the location name is unclear or inconsistent.
- Check the available Freshservice location records.
- Make site context easier to verify.
- Reduce back-and-forth over location names.
Setup
Build it in a few focused steps.
- 1Connect Pdf4me and Freshservice to Notis once in the portal.
- 2Ask Notis to list Freshservice locations when a site-specific document incident is sent to its webhook.
- 3Use one plain-language instruction to compare the reported site with returned location details.
- 4Choose an incoming webhook trigger and a report channel, then test with one real site-specific incident.
Questions about this workflow
Does this assign a location to a ticket?
No. It lists locations so the site details can be reviewed.
What should the webhook include?
Include the site name or other location clue that the report provides.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pdf4me to Freshservice. A trigger fires from one place; an action lands in another.
Pdf4me triggers
Freshservice actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Bulk Update Tickets
Tool to bulk update multiple Freshservice tickets by sequential update calls. Use when you need to update fields across many tickets in absence of a native bulk API.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Service Request
Create a service request for a catalog item in Freshservice using the v2 API. The catalog item display_id can be found in Admin > Service Catalog by clicking on an item and checking the URL (e.g., /service_catalog/items/1 means display_id=1).
Create Ticket
Tool to create a new ticket. Use when you need to log an incident or service request.
Delete Release
Tool to delete a release from Freshservice. Use when you need to permanently remove a release from the system. This action is irreversible — the release cannot be recovered once deleted.
Delete Solution Article
Tool to delete a solution article from the knowledge base by its ID. This action is irreversible — the article cannot be recovered once deleted. Use this action when you need to permanently remove a solution article from Freshservice.
Delete Solution Category
Tool to delete a solution category in Freshservice. Use this action when you need to remove a solution category that is no longer needed. This action is irreversible — the category cannot be recovered once deleted.
Get Problem Form Fields by Workspace
Tool to list problem form fields. Use when you need to retrieve the form fields available for problems in a specific workspace.
List Release Form Fields
Tool to list release form fields metadata. Use when you need to fetch release field definitions before building or validating release forms.
Connect any two apps with Notis in the middle.
Pdf4me and Freshservice, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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