Find invoice extractors from Zendesk requests
Move from an invoice question to a useful extractor shortlist in seconds.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
List document data extractors
Tool to list document data extractors. Use when you need identifiers and names of all extractors in your AlgoDocs account.
Why this helps
Finance related support tickets often stall while teams search for the right document extractor.
- Speeds invoice request triage
- Uses current extractor inventory
- Keeps the original request in context
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Algodocs in Notis.
- 2Create an automation for invoice extractor shortlists.
- 3Tell Notis to detect invoice needs in each ticket and list relevant Algodocs extractors with caveats.
- 4Choose New Zendesk Ticket, set the report channel, and test with one invoice ticket.
Questions about this workflow
Does it process the invoice file?
No. It identifies available extractors for a later processing step.
What if the ticket is not about invoices?
The report can say no invoice specific extractor recommendation applies.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Algodocs. A trigger fires from one place; an action lands in another.
Zendesk triggers
Algodocs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Current User
Tool to retrieve current user information. Use after authenticating with your API key to verify identity.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List document data extractors
Tool to list document data extractors. Use when you need identifiers and names of all extractors in your AlgoDocs account.
New User Created
Triggered when a new user is created in Zendesk.
List folders
Tool to list folders. Use when you need to retrieve all folder IDs and their hierarchy. Must be called after obtaining an API key.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Connect any two apps with Notis in the middle.
Zendesk and Algodocs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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