Send a service agreement from a Zendesk ticket
Turn a promising support conversation into a signed agreement without switching tools.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Send Document
Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.
Why this helps
Sales-ready requests can sit in a ticket while someone manually prepares and sends paperwork.
- Reduce manual handoffs from support to onboarding
- Send agreements while customer intent is fresh
- Keep the workflow prompt-driven and easy to adjust
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Boldsign once in the Notis portal.
- 2Create an automation named for service agreement delivery.
- 3Tell Notis to identify onboarding-ready tickets and send the correct Boldsign document to the requester using the available ticket details.
- 4Pick New Zendesk Ticket as the trigger.
- 5Choose a report channel, then test with one real onboarding ticket.
Questions about this workflow
What starts this automation?
A new ticket created in the specified Zendesk view.
Can Notis decide which agreement to send?
Yes. Describe the decision rules in the automation prompt and provide any required document or recipient details.
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
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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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