Review extractor options for tax document requests
Give tax document questions a clear, current view of possible extractor support.
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
Tax document requests can require several rounds of internal tool checking before a response.
- Shortens internal research
- Keeps recommendations current
- Improves response preparation
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Algodocs in Notis.
- 2Create an automation for tax document extractor reviews.
- 3Instruct Notis to detect tax document needs and list relevant Algodocs extractors with a concise rationale.
- 4Choose New Zendesk Ticket, select reports, and test with one ticket.
Questions about this workflow
Will it give tax advice?
No. It only reports available document extractor options.
What if no tax specific extractor exists?
The report can list broader candidates or state that no clear match was found.
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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