Recognize paid proposal customers in ticket triage
Give paid customer conversations the context and care they deserve.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Get Paid Proposals
Tool to retrieve all paid proposals. use when you need to list proposals that have been paid.
Why this helps
Support teams may not know a new ticket relates to a paid proposal.
- Recognize paid customers quickly
- Improve routing decisions
- Reduce account context gaps
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Better Proposals in Notis.
- 2Create an automation named Paid proposal priority.
- 3Tell Notis to retrieve paid proposals and identify likely matches for each 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 ticket priority?
No. It reports likely paid customer context for your team to review.
What if there is no match?
The report states that no likely paid proposal match was found.
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 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.