Connect the requester to the company context
Help your team understand the person and business behind each important request.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Get Details From LinkedIn URL
Tool to retrieve detailed information about a prospect using their linkedin profile url. use after confirming you have a valid public linkedin url, to enrich lead profiles with additional details.
Why this helps
Without role and company context, teams may give the right answer to the wrong stakeholder or account need.
- Improve stakeholder awareness
- Prepare more relevant account responses
- Reduce mistaken assumptions
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Aeroleads once.
- 2Create an automation for requester and company context.
- 3Instruct Notis to validate a public LinkedIn URL, retrieve details, and summarize how the requester's role relates to the returned company context.
- 4Choose New Zendesk Ticket as the trigger and select a report channel.
- 5Test with one ticket from a known account.
Questions about this workflow
What if the company cannot be confirmed?
The report should state that the company context could not be confirmed from the returned data.
Can this identify the account owner?
Only if that information is present in the connected data or supplied in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Aeroleads. A trigger fires from one place; an action lands in another.
Zendesk triggers
Aeroleads actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Details From LinkedIn URL
Tool to retrieve detailed information about a prospect using their linkedin profile url. use after confirming you have a valid public linkedin url, to enrich lead profiles with additional details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
New User Created
Triggered when a new user is created in Zendesk.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Connect any two apps with Notis in the middle.
Zendesk and Aeroleads, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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