Bring archived goal history into ticket triage
See what a customer tried before you suggest the next step.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Get Archived Goals
Tool to retrieve archived goals for a specified user. use when you need to inspect a user's past archived goals.
Why this helps
Past goals are easy to miss when history lives outside the support queue.
- Surfaces prior goal history
- Improves continuity across support replies
- Reduces repeated customer questions
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Beeminder in Notis once.
- 2Create an automation for archived goal reviews.
- 3Describe that Notis should retrieve archived goals for the ticket requester and summarize useful history.
- 4Pick New Zendesk Ticket as the trigger.
- 5Choose where reports go and test with one real ticket.
Questions about this workflow
Will every archived goal be shown?
Notis can summarize the returned archived goals and call out the ones relevant to the ticket.
Can this restore an archived goal?
No. The action only retrieves archived goal data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Beeminder. A trigger fires from one place; an action lands in another.
Zendesk triggers
Beeminder actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate and Redirect User
Tool to authenticate a user and redirect them to a given url. use when sending a user into the beeminder web ui directly after oauth or token validation.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Charge
Tool to create a new charge for a user. use when billing a user outside of goal pledges; supports dryrun mode.
New User Created
Triggered when a new user is created in Zendesk.
Get all goals
Tool to retrieve all goals for a specified user. use when listing a user's active goals.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Get Archived Goals
Tool to retrieve archived goals for a specified user. use when you need to inspect a user's past archived goals.
Get Beeminder User Information
Tool to retrieve information about a specified beeminder user. use when you need to fetch details like timezone, goals, urgency, or deleted goals after authenticating successfully.
Connect any two apps with Notis in the middle.
Zendesk and Beeminder, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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