Find expansion signals while handling support tickets
Let support conversations reveal where a larger account relationship may be possible.
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
Expansion clues are easy to miss when the team handles tickets without knowing the requester's role or company scope.
- Surface expansion opportunities sooner
- Give account owners useful context
- Keep research tied to the triggering ticket
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Aeroleads once.
- 2Create an automation for expansion signal review.
- 3Tell Notis to validate the requester's public LinkedIn URL, retrieve details, and report only evidence based signals such as seniority or company scope.
- 4Pick New Zendesk Ticket as the trigger and choose a report channel.
- 5Test with a real ticket from an existing customer.
Questions about this workflow
Will this label an account automatically?
No. It returns an evidence based report so your team can decide the next action.
What if the requester is not a customer?
Notis can still report the returned professional details and note that customer status is unknown.
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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