Check Beeminder goals for every new Zendesk ticket
Give support agents goal context before they reply.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Get all goals
Tool to retrieve all goals for a specified user. use when listing a user's active goals.
Why this helps
Agents lose time switching between Zendesk and Beeminder while trying to understand the customer's current commitments.
- Adds current goal context to ticket handling
- Cuts tab switching during support
- Creates a consistent triage routine
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Beeminder in Notis once.
- 2Create an automation and name it for ticket goal checks.
- 3Tell Notis to retrieve the customer's active Beeminder goals and summarize relevant context for the ticket.
- 4Choose New Zendesk Ticket as the trigger.
- 5Select a report channel, then test with one real ticket.
Questions about this workflow
What if the ticket does not identify a Beeminder user?
Ask Notis to report that the account could not be matched and continue without guessing.
Does this change any Beeminder goals?
No. It only retrieves active goals.
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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