Validate Zendesk requesters in Agiled
Know whether a ticket requester already has an Agiled user record before assigning work.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Get Users
Tool to retrieve a list of users from agiled. use when you need the full user directory for selection or validation.
Why this helps
Teams may route or prioritize requests without knowing whether the requester has an active internal user record.
- Improve routing decisions
- Spot missing user records
- Reduce manual directory checks
- Create a repeatable verification step
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Agiled in Notis once.
- 2Create an automation named Requester validation.
- 3Tell Notis to search Agiled users using each new Zendesk requester's available identity details and report the result.
- 4Pick the New Zendesk Ticket trigger and choose where reports go.
- 5Test with one matching and one unknown requester.
Questions about this workflow
Can this block ticket creation?
No. It reports the lookup result so your team can decide the next step.
Which requester fields can be searched?
Use the identity fields available in the Zendesk event, such as name or email.
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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