Prepare balance sheet reviews from Zendesk
Give finance requests a structured starting point without a separate research session.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Balance Sheet
Tool to return annual and quarterly balance sheets for a company. use when you need detailed fiscal statements for analysis.
Why this helps
Financial questions get delayed when statements are scattered across manual searches.
- Reduce statement gathering time
- Highlight annual and quarterly changes
- Make finance escalations easier to review
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Alpha Vantage once in the Notis portal.
- 2Create an automation describing the balance sheet review you want.
- 3Choose New Zendesk Ticket as the trigger.
- 4Select a report channel and test with a ticket that includes a company symbol.
Questions about this workflow
What does Notis need to identify the company?
Provide a ticker symbol in the ticket or instruct Notis to ask for one when it is missing.
Can it compare annual and quarterly figures?
Yes. Ask for a comparison and specify which line items matter.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Alpha vantage. A trigger fires from one place; an action lands in another.
Zendesk triggers
Alpha vantage actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Tool to return annual and quarterly balance sheets for a company. use when you need detailed fiscal statements for analysis.
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Connect any two apps with Notis in the middle.
Zendesk and Alpha vantage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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