Find existing Airtable context when a Zendesk ticket arrives
Before deciding what needs follow-up, have Notis look for the related records your team already keeps in Airtable.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
List records
Retrieves records from an airtable table, with options for filtering, sorting, pagination, and specifying returned fields.
Why this helps
Support work often repeats earlier questions because prior context is spread across records and tickets.
- Bring existing Airtable context into the ticket review process.
- Reduce time spent searching for related records by hand.
- Help identify recurring requests when matching data is available.
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Airtable once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language from any channel.
- 3In one instruction, describe which Airtable table to search and what ticket information should guide the lookup.
- 4Pick the New Zendesk Ticket trigger and choose where run reports should go.
- 5Test with one real ticket and a record you expect to find.
Questions about this workflow
Does this change Airtable records?
No. List records retrieves records and can use filtering, sorting, pagination, and returned fields. It is a lookup action.
Can it find context that is not stored in Airtable?
No. Notis can analyze returned data, but the source table must contain the context you want to retrieve.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Airtable. A trigger fires from one place; an action lands in another.
Zendesk triggers
Airtable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create base
Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Comment
Creates a new comment on a specific record within an airtable base and table.
New User Created
Triggered when a new user is created in Zendesk.
Create Field
Creates a new field within a specified table in an airtable base.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Create multiple records
Creates multiple new records in a specified airtable table.
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Create table
Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.
Delete Comment
Deletes an existing comment from a specified record in an airtable table.
Delete multiple records
Deletes up to 10 specified records from a table within an airtable base.
Connect any two apps with Notis in the middle.
Zendesk and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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