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Notis

Find Beamer context for every new Zendesk ticket

Give support the latest product announcement context before they reply.

Trigger

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

Action

Get Posts

Tool to retrieve a list of posts. use when you need ids and titles of posts for further operations.

Why this helps

Support agents lose time searching changelogs while a customer is waiting.

  • Reduce product context switching
  • Surface likely announcement links quickly
  • Help support send more accurate replies

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and Beamer in Notis once.
  • 2Create an automation and describe that each new ticket should be compared with relevant Beamer posts.
  • 3Pick the Zendesk New Zendesk Ticket trigger.
  • 4Choose where run reports should go.
  • 5Test with one real ticket and review the returned posts.

Questions about this workflow

Can this draft a reply automatically?

This workflow retrieves Beamer posts for review; your team can use the context when writing the reply.

What if the ticket has no matching announcement?

Notis can report that no relevant Beamer post was found so the ticket is handled manually.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Zendesk to Beamer. A trigger fires from one place; an action lands in another.

Zendesk triggers

Beamer actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Count Posts

Tool to count existing posts. use when you need the number of posts matching specific filters.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Category

Tool to retrieve a specific category by its id. use when you need to load metadata for a category before filtering or grouping posts by that category.

ActionInstant

New User Created

Triggered when a new user is created in Zendesk.

TriggerInstant

Get Feed

Tool to retrieve the url for your standalone feed. use after embedding to fetch the feed link for embedding or sharing.

ActionInstant

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

TriggerPolling

Get Feeds

Tool to retrieve the url for your feed. use when you need to embed or access your standalone feed.

ActionInstant

Get Feed URL

Tool to retrieve the url for your personalized feed. use after setting segmentation or language options to embed or redirect users.

ActionInstant

Get Notification

Tool to retrieve details of a specific notification by its unique notification id. use after obtaining the notification id to fetch its full details.

ActionInstant

Get Notifications

Tool to fetch unread notifications. use after providing user context to retrieve and mark notifications as read.

ActionInstant

Get Post Comments

Tool to retrieve comments for a specific post. use after identifying the post id to list its comments.

ActionInstant

Connect any two apps with Notis in the middle.

Zendesk and Beamer, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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