Bring the right teammates into customer follow-up
Make sure people tracking a piece of work see the customer signal that matters to it.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Add Followers to Task
Tool to add followers to a task in asana. use this tool when you need to add one or more users as followers to a specific task. this will notify them of updates to the task.
Why this helps
A customer issue can arrive while the people responsible for related work are focused elsewhere and may not see the update.
- Notify teammates through the updates on a relevant task.
- Keep customer support signals connected to team ownership.
- Reduce the need to manually alert each person.
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, and add a name and prompt.
- 3Tell Notis to identify the related Asana task and add the appropriate teammates as followers using available context.
- 4Pick the New Zendesk Ticket trigger and choose where run reports should go.
- 5Test with one real ticket and confirm the intended task and followers.
Questions about this workflow
Who will be added as a follower?
The instruction should name a rule for identifying teammates from available context. Notis cannot infer an owner that is not present or specified.
Will followers receive updates?
The action adds followers to a task, which notifies them of task updates according to Asana's behavior.
What if the related task is unclear?
Use an instruction that asks Notis to report the ambiguity instead of adding followers to a guessed task.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Asana. A trigger fires from one place; an action lands in another.
Zendesk triggers
Asana actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Followers to Task
Tool to add followers to a task in asana. use this tool when you need to add one or more users as followers to a specific task. this will notify them of updates to the task.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Supporting Relationship to Goal
Tool to add a supporting goal relationship to a goal. use when you want to link a project, task, portfolio, or another goal as a supporting resource to a specific goal in asana.
New User Created
Triggered when a new user is created in Zendesk.
Add task to section
Adds an existing task to a section, optionally positioning it before or after another task in that section; if no position is specified, the task is added to the end.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Create Allocation
Creates a new allocation. use when you need to schedule or assign a specific amount of a user's time per week to a task or project within a defined period.
Create a project
Creates a new asana project, requiring either a `workspace` or `team` gid for association, and returns the full project details.
Create a tag in a workspace
Creates a new tag, with properties like name and color defined in the request body, within a specific asana workspace (using `workspace gid`); this tag helps categorize tasks, is confined to the workspace, and is not automatically applied to tasks.
Create task in asana with specific details
Creates a new asana task; requires 'workspace', 'parent', or 'projects' for association, and 'followers', 'projects', 'tags' are set only at creation.
Create Attachment for Task
Tool to upload an attachment to a task. use when you need to attach a file to a specific task in asana.
Connect any two apps with Notis in the middle.
Zendesk and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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