Create an Api labz deal from every qualified Zendesk ticket
Capture sales opportunities while the context is still fresh.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Integrate Deal
Tool to integrate a deal into api labz. use when you need to push a new or updated deal record into the system after preparing required fields.
Why this helps
Promising opportunities can stay buried in support tickets until someone manually re-enters them.
- Reduce duplicate data entry
- Keep opportunity context attached to the deal
- Give sales a faster handoff
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Api labz in Notis once.
- 2Create a new automation and name it for ticket-to-deal capture.
- 3Tell Notis to create a deal in Api labz when a new ticket contains a qualified opportunity, using only details present in the ticket.
- 4Pick the Zendesk New Zendesk Ticket trigger.
- 5Choose a report channel, then test with one real qualified ticket.
Questions about this workflow
What counts as a qualified opportunity?
Describe your qualification rules in the automation instruction, and Notis will use the ticket content you provide.
What if the ticket lacks deal details?
Notis can create only from available information and report missing details for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Api labz. A trigger fires from one place; an action lands in another.
Zendesk triggers
Api labz actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Validate IBAN
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Integrate Deal
Tool to integrate a deal into api labz. use when you need to push a new or updated deal record into the system after preparing required fields.
New User Created
Triggered when a new user is created in Zendesk.
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New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Trello AI Search Engine
Tool to search trello boards, lists, and cards using ai-driven queries. use when you need to quickly locate relevant trello cards, lists, or boards.
Connect any two apps with Notis in the middle.
Zendesk and Api labz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Api labz.