Check Ascora before onboarding every new Zendesk user
Give your team an immediate customer record check when Zendesk adds a user.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Why this helps
New support users can create duplicate customer records when nobody checks the field service system first.
- Reduce duplicate customer records
- Give support agents context faster
- Create a consistent onboarding check
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Ascora in Notis once.
- 2Create an automation and describe that each new Zendesk user should be checked against Ascora for an existing customer.
- 3Pick Zendesk New User Created as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real new user and review the matching results.
Questions about this workflow
Does this create a customer in Ascora?
No. It retrieves Ascora customers so you can review possible matches before deciding what to do.
What if no match is found?
Notis can report that no likely customer was returned, based on the data Ascora provides.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Ascora. A trigger fires from one place; an action lands in another.
Zendesk triggers
Ascora actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Customer
Tool to delete a specific customer by id. use when you need to remove a customer after confirming its existence.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Quotation
Tool to create a new quotation. use when submitting a customer quote request via the ascora api.
New User Created
Triggered when a new user is created in Zendesk.
Delete Customer
Tool to delete a specific customer by id. use after confirming the customer exists.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Get Jobs
Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.
Connect any two apps with Notis in the middle.
Zendesk and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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