Get a fast background summary before replying
Start the response with context instead of another round of manual research.
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
Teams lose momentum when they must research a requester's background before they can choose the right response.
- Reduce pre reply research
- Make handoffs easier
- Keep summaries concise and actionable
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Aeroleads once.
- 2Create an automation for requester background summaries.
- 3Describe that Notis should confirm a valid public LinkedIn URL, retrieve details, and produce a short factual background summary.
- 4Select New Zendesk Ticket as the trigger and choose where reports go.
- 5Test with one real ticket.
Questions about this workflow
Can the summary include a recommended tone?
Yes. Ask Notis to suggest a tone based on returned context, while keeping factual claims separate from recommendations.
What if the profile contains too little detail?
The summary should say which context was unavailable.
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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