Record Zendesk escalations in Agencyzoom customer notes
Make urgent service history visible to everyone who owns the relationship.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Create a customer note
Adds a new note to an existing customer's profile using their id; cannot be used to edit or retrieve existing notes.
Why this helps
Escalations are hard to coordinate when only the support queue contains the context.
- Improve escalation handoffs
- Preserve important context
- Reduce repeated explanations
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Agencyzoom.
- 2Create an automation that identifies escalated tickets and adds a concise summary to the matching customer note history.
- 3Pick the New Zendesk Ticket trigger.
- 4Choose a report channel and test with one escalation.
Questions about this workflow
Can it include the requested resolution?
Yes, ask Notis to include the issue, impact, requested outcome, and next step when available.
What if no customer match is found?
Tell Notis to report the unmatched escalation for manual review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Agencyzoom. A trigger fires from one place; an action lands in another.
Zendesk triggers
Agencyzoom actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate for JWT via V4 SSO
Authenticates a user via v4 single sign-on (sso) using the provided callback `code` (typically required for success) to retrieve a jwt and initial user session information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Batch create contacts
Creates 1 to 5 new contacts in agencyzoom in a single batch api call.
New User Created
Triggered when a new user is created in Zendesk.
Batch create leads
Creates up to 5 new leads in agencyzoom; all referenced entity ids (e.g., pipeline, user, custom field names) must exist, and organization `name` is required if `isbusiness` is true.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Batch delete tasks
Deletes multiple agencyzoom tasks in a batch; task deletion is permanent and the response indicates overall batch success, not individual task status.
Change lead status
Updates a lead's lifecycle status (e.g., active, won, lost, x-dated) and can optionally manage its workflow, pipeline, stage, source, or associated tags.
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
Create a customer note
Adds a new note to an existing customer's profile using their id; cannot be used to edit or retrieve existing notes.
Create a driver for an opportunity
Creates a new driver record associated with an existing agencyzoom opportunity using its id; full driver details are handled by the api endpoint directly, not specified in this action's request.
Connect any two apps with Notis in the middle.
Zendesk and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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