Verify the Ascora customer behind each new ticket
Help your team know which customer record a ticket belongs to before work begins.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Why this helps
Tickets often arrive with partial names or emails, making it hard to identify the correct field service customer.
- Reduce mistaken customer selection
- Improve ticket routing
- Give agents a reliable starting point
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Ascora in Notis once.
- 2Create an automation that retrieves possible Ascora customer matches from each new ticket and summarizes the evidence.
- 3Pick New Zendesk Ticket as the trigger.
- 4Choose a report channel for the match summary.
- 5Test with one real ticket containing customer identity details.
Questions about this workflow
Does this modify customer records?
No. It retrieves customer records for verification.
What if several customers look similar?
Notis can report the possible matches and the details that distinguish them for human review.
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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