Turn new Zendesk tickets into Affinity requester context
Give every support request the relationship context it deserves.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Get all persons
The affinity api offers paginated access to person data using `fieldids` or `fieldtypes`. bulk extraction needs special permissions and supports multiple parameters.
Why this helps
Support replies slow down when customer history lives in a separate system.
- Reduce context switching
- Spot important relationships quickly
- Prepare more informed replies
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Affinity once in the Notis portal.
- 2Create an automation and describe the desired requester lookup in one instruction.
- 3Pick New Zendesk Ticket as the trigger.
- 4Choose where run reports should go and test with one real ticket.
Questions about this workflow
What does this workflow retrieve?
It retrieves the matching Affinity person record and summarizes the available profile data.
What if no matching person is found?
Ask Notis to report that no confident match exists and include the requester details for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Affinity. A trigger fires from one place; an action lands in another.
Zendesk triggers
Affinity actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get a company s list entries
Summarize company data across all lists, including list-specific fields and metadata like creation date and author. access requires "export data from lists" permission.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get a company s lists
Returns metadata for all the lists on which the given company appears.
New User Created
Triggered when a new user is created in Zendesk.
Get all companies
Affinity api allows paginated access to company info and custom fields. use `fieldids` or `fieldtypes` to specify data in a request. retrieve field ids/types via get `/v2/companies/fields`. export permission needed.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Get all list entries on a list
Access and export essential data and metadata for companies, persons, or opportunities from a list, specifying data via `fieldids` or `fieldtypes`. "export data from lists" permission is necessary.
Get all list entries on a saved view
Use the endpoint to access rows in a saved view with specific filters and selected fields from a web app. it doesn't maintain sort order, supports only sheet-type views, and requires export permissions.
Get all opportunities
Pagination through opportunities in affinity yields basic info but excludes field data. for field data, use specified get endpoints. "export data from lists" permission needed.
Get all persons
The affinity api offers paginated access to person data using `fieldids` or `fieldtypes`. bulk extraction needs special permissions and supports multiple parameters.
Get a person s list entries
Summary: browse rows for a person in all lists, showing field data and entry metadata like creation time and author. requires "export data from lists" permission.
Connect any two apps with Notis in the middle.
Zendesk and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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