Enrich ETF questions with fund details
Give agents fund context before they reply to investing questions.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
ETF Info
Tool to get detailed information about an etf by ticker. use after identifying the etf ticker symbol to retrieve its key metrics and top holdings.
Why this helps
ETF questions require quick reference to holdings and fund details across separate tools.
- Summarize key ETF information
- Surface top holdings quickly
- Reduce manual market research
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Api ninjas.
- 2Create an ETF enrichment automation.
- 3Tell Notis to identify the ETF ticker in each relevant ticket and summarize its fund information and top holdings.
- 4Choose New Zendesk Ticket and a report destination.
- 5Test with one ETF question.
Questions about this workflow
Does it place trades?
No. It only retrieves ETF information for ticket review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Api ninjas. A trigger fires from one place; an action lands in another.
Zendesk triggers
Api ninjas actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Zendesk and Api ninjas, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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