Review quote details when tickets need answers
Give your team the quote facts needed to respond clearly.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Get Quote
Tool to retrieve details of a specific quote. use when you need full quote data by id.
Why this helps
Quote specifics may be buried away from the ticket conversation.
- Bring quote facts into triage
- Reduce internal handoffs
- Support more precise responses
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Better Proposals in Notis.
- 2Create an automation named Ticket quote detail review.
- 3Tell Notis to retrieve the relevant quote details and summarize facts needed for the new ticket.
- 4Choose Zendesk New Ticket as the trigger.
- 5Select a report channel, then test with one real ticket.
Questions about this workflow
What if the ticket has no quote id?
Notis reports that no specific quote could be retrieved.
Does it update the quote?
No. This workflow only retrieves quote details.
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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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.