Answer Document Type Questions from Zendesk
Give agents current Affinda type context when customers ask what can be processed.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Get Document Types
Tool to retrieve a list of all document types. use when you need to display or filter documents by type before processing.
Why this helps
Support answers vary because agents rely on memory when explaining document options.
- Make support answers more consistent
- Reduce repeated product lookups
- Surface available processing options quickly
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Affinda in the Notis portal.
- 2Create an automation that retrieves document types relevant to each new ticket question and summarizes them.
- 3Select New Zendesk Ticket as the trigger.
- 4Choose a report channel and test with one document format question.
Questions about this workflow
Does this upload a document?
No. It retrieves document type information for the support response.
Can it explain unsupported types?
It can report the available types and highlight when the requested type is not present.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Affinda. A trigger fires from one place; an action lands in another.
Zendesk triggers
Affinda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Batch Update Annotations
Tool to update multiple annotations in one request. use when you need to modify parsed values or other fields across many annotations at once.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Collection
Tool to create a new collection. use after you have a valid workspace id and want to group documents by a specific extractor within that workspace.
New User Created
Triggered when a new user is created in Zendesk.
Create Document
Tool to upload a new document for parsing. use when you have the document file or a public url and need to extract structured data immediately.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Create Organization
Tool to create a new organization. use when you have a unique organization name and want to group resources under it.
Create RESTHook Subscription
Tool to create a new resthook subscription. use after confirming your webhook endpoint is ready to receive document event notifications.
Create Tag
Tool to create a new tag. use when you need to label documents in a specific workspace.
Create Validation Result
Tool to create a validation result. use when recording validation outcomes for a document after parsing.
Create Workspace
Tool to create a new workspace. use when you need to programmatically create a workspace container within an organization.
Connect any two apps with Notis in the middle.
Zendesk and Affinda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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