Bring Agiled ticket history into triage
Give agents a quick view of related Agiled issues before they respond.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Get Tickets
Tool to retrieve a list of all tickets. use after obtaining api token when you need an overview of support or issue tickets.
Why this helps
Repeated customer issues are harder to recognize when historical tickets live in another system.
- Recognize repeat issues
- Reduce repeated questions
- Improve handoffs
- Speed first response decisions
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Agiled in Notis once.
- 2Create an automation named Related Agiled ticket history.
- 3Tell Notis to retrieve Agiled tickets related to each new Zendesk ticket and summarize relevant prior history.
- 4Pick the New Zendesk Ticket trigger and choose where reports go.
- 5Test with a requester who has previous Agiled tickets.
Questions about this workflow
Will this merge the tickets?
No. It retrieves related Agiled tickets and reports the context.
Can the summary include unresolved issues?
Yes, ask Notis to highlight open or unresolved Agiled tickets.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Agiled. A trigger fires from one place; an action lands in another.
Zendesk triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Expense
Tool to create a new expense in agiled. use after gathering expense details and authenticating with your api key.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Tool to create a new project in agiled. use when you have collected all project details and need to set up the project before assigning tasks. example: "create a new project named website redesign with start date 2023-09-01 and status in progress."
New User Created
Triggered when a new user is created in Zendesk.
Create Task
Tool to create a new task in agiled. use when you have all task details and want to add it to your project board. example: "create a task titled 'draft specs' for project 45, assigned to user 7, priority normal, due date 2025-11-05."
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Create Ticket
Tool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user id).
Get Contacts
Tool to retrieve a list of all contacts. use after configuring the api key to fetch contacts with optional pagination or search filters.
Get Currencies
Tool to list currencies. use when you need to fetch available currency options after authentication.
Get Deals
Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.
Get Employees
Tool to retrieve a list of all employees. use when you need up-to-date employee directory from agiled.
Connect any two apps with Notis in the middle.
Zendesk and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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