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Choose an Agenty template for each new ticket

Start investigations from a proven template matched to the issue.

Trigger

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

Action

Get Agent Templates

Tool to fetch all public agent templates and sample agents. use when listing available templates for users to select.

Why this helps

Support teams spend too long deciding how to structure a new web investigation.

  • Shorten investigation setup decisions
  • Reuse proven Agenty patterns
  • Give each ticket a clear research starting point

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and Agenty in Notis once.
  • 2Create an automation asking Notis to fetch Agenty templates and recommend the best fit for each new ticket.
  • 3Pick New Zendesk Ticket as the trigger.
  • 4Choose where run reports should go.
  • 5Test with one ticket and review the template recommendation.

Questions about this workflow

Does this create the agent from the template?

No. This workflow fetches templates and recommends a match; create or clone the agent in a separate step.

What information improves matching?

Include the ticket subject, description, product area, and desired research outcome when available.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Zendesk to Agenty. A trigger fires from one place; an action lands in another.

Zendesk triggers

Agenty actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Clone Agent by ID

Tool to clone an existing agent by its id. use when you need to duplicate an agent's configuration and optionally start the clone immediately.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Agent

Tool to create a new agent. use when you need to add an agent with configuration and optional auto-start.

ActionInstant

New User Created

Triggered when a new user is created in Zendesk.

TriggerInstant

Get Agent Templates

Tool to fetch all public agent templates and sample agents. use when listing available templates for users to select.

ActionInstant

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

TriggerPolling

Delete Agent by ID

Tool to delete a single agent by its id. use when you need to permanently remove an agent after confirming it exists.

ActionInstant

Fetch all agents

Tool to fetch all active agents under an account. use after authenticating when you need to list agents with pagination and sorting.

ActionInstant

Get Agent by ID

Tool to fetch details of a specific agent by its id. use when you need full agent configuration before taking further actions.

ActionInstant

Update Agent by ID

Tool to update an agent's configuration and settings by agent id. use when you need to modify an existing agent after retrieving its current settings. example: "update agent 123 with new name and tags."

ActionInstant

Create API Key

Tool to create a new api key. use when you need to provision access credentials for the api.

ActionInstant

Connect any two apps with Notis in the middle.

Zendesk and Agenty, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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