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Turn new Zendesk tickets into Agiled tasks

Keep support requests moving by turning each new Zendesk ticket into an actionable Agiled task.

Trigger

New Zendesk Ticket

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

Action

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."

Why this helps

Support requests can disappear between the inbox and the project board, causing missed follow-up.

  • Reduce manual ticket triage
  • Keep customer work visible in Agiled
  • Add consistent follow-up dates
  • Preserve ticket context for the assignee

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and Agiled in Notis once.
  • 2Create an automation named New Zendesk ticket task.
  • 3Tell Notis to create an Agiled task with the ticket subject, customer context, priority, and a sensible due date.
  • 4Pick the Zendesk New Zendesk Ticket trigger and choose where run reports go.
  • 5Test with one real ticket and confirm the task details.

Questions about this workflow

Can Notis set the task priority from the Zendesk ticket?

Yes. Tell Notis how to interpret Zendesk priority in the automation instruction.

Does this create a task for every new ticket?

Yes, the workflow runs for each ticket received through the selected Zendesk view.

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.

TriggerScheduled

Create Expense

Tool to create a new expense in agiled. use after gathering expense details and authenticating with your api key.

ActionInstant

Webhook trigger

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

TriggerInstant

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."

ActionInstant

New User Created

Triggered when a new user is created in Zendesk.

TriggerInstant

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."

ActionInstant

New Zendesk Ticket

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

TriggerPolling

Create Ticket

Tool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user id).

ActionInstant

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.

ActionInstant

Get Currencies

Tool to list currencies. use when you need to fetch available currency options after authentication.

ActionInstant

Get Deals

Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.

ActionInstant

Get Employees

Tool to retrieve a list of all employees. use when you need up-to-date employee directory from agiled.

ActionInstant

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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