Find team Boldsign documents for an enterprise ticket
Make shared contract context available before the next enterprise reply.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
List Team Documents
Tool to list team documents. Use when a team or account admin needs to retrieve all team documents with optional filters.
Why this helps
Enterprise tickets can stall while teams ask who owns the agreement and where it stands.
- Improve cross-team ticket coordination
- Find shared documents faster
- Reduce duplicate internal questions
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Boldsign once in the Notis portal.
- 2Create an automation for enterprise document lookup.
- 3Tell Notis to list matching team documents for each qualifying ticket and summarize the records relevant to the response.
- 4Pick New Zendesk Ticket as the trigger.
- 5Choose a report channel and test with one enterprise ticket.
Questions about this workflow
How does Notis know a ticket is enterprise?
Describe the qualifying signals in the prompt, such as account markers or ticket content available to Notis.
Does this modify team documents?
No. It lists and summarizes matching team documents.
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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