Check proposal settings behind new tickets
Know the current account defaults before advising the team.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Get Settings
Tool to retrieve current account settings. use when you need default currency, tax, and timezone configuration before creating proposals.
Why this helps
Tax, currency, and timezone defaults can affect proposal related answers.
- Expose relevant account defaults
- Reduce avoidable clarification loops
- Improve internal escalation quality
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Better Proposals in Notis.
- 2Create an automation named Ticket account settings check.
- 3Tell Notis to retrieve account settings and explain any defaults relevant to the new ticket.
- 4Choose Zendesk New Ticket as the trigger.
- 5Select a report channel, then test with one real ticket.
Questions about this workflow
Does it change account settings?
No. It retrieves current settings for internal review.
Will it include every setting?
Ask Notis to summarize only the settings relevant to your ticket process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Better proposals. A trigger fires from one place; an action lands in another.
Zendesk triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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New User Created
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New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Connect any two apps with Notis in the middle.
Zendesk and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Better proposals.