Find related Boldsign documents for a Zendesk ticket
Give every ticket the contract context it needs before anyone replies.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
List Documents
Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
Why this helps
Agents lose time searching a separate signing system for the latest agreement status.
- Surface relevant documents during ticket triage
- Reduce duplicate status questions
- Route follow-up using current document data
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Boldsign once in the Notis portal.
- 2Create an automation for contract status lookup.
- 3Tell Notis to search Boldsign documents using identifying details from each new ticket and summarize matching document statuses.
- 4Pick New Zendesk Ticket as the trigger.
- 5Choose a report channel and test with one ticket that references an agreement.
Questions about this workflow
Does this send or edit a document?
No. It uses Boldsign document listing to find and summarize existing documents.
What if several documents match?
Tell Notis how to rank matches, such as the newest relevant document, and report ambiguity for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Boldsign. A trigger fires from one place; an action lands in another.
Zendesk triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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List Documents
Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
Connect any two apps with Notis in the middle.
Zendesk and Boldsign, 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 Boldsign.