Check signed proposal commitments in ticket triage
Resolve proposal related tickets with the agreement context in view.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Get Signed Proposals
Tool to retrieve all signed proposals. use when you need to list proposals clients have signed after confirming credentials.
Why this helps
Support responses can miss details already agreed in a signed proposal.
- Keep responses aligned with signed work
- Reduce avoidable escalations
- Improve resolution confidence
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Better Proposals in Notis.
- 2Create an automation named Ticket signed deal check.
- 3Tell Notis to retrieve relevant signed proposals and summarize commitments that could affect 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 this replace contract review?
No. It provides a retrieval summary and your team remains responsible for final interpretation.
What if no signed proposal matches?
Notis reports that no relevant signed proposal 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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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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 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.