Retrieve batch details for ticket context
Bring the batch record into the ticket decision while the issue is active.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Retrieve batch details by id
Retrieve a batch
Why this helps
Support loses time opening a second system to understand which campaign or call batch touched a customer.
- Bring batch context into triage
- Reduce cross-tool searching
- Improve handoffs between support and operations
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Bolna in the Notis portal.
- 2Create an automation asking Notis to retrieve the batch id referenced in each new ticket and summarize its details.
- 3Pick New Zendesk Ticket, id 20881.
- 4Choose a report channel and test with one real ticket.
Questions about this workflow
What does this workflow need?
The ticket must contain or provide a Bolna batch id for the lookup.
Can it recommend a next step?
Yes. Ask Notis to summarize the batch and recommend a next action based on your support policy.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Bolna. A trigger fires from one place; an action lands in another.
Zendesk triggers
Bolna actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete agent by id
Delete an agent
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete batch by id
Delete a batch
New User Created
Triggered when a new user is created in Zendesk.
Fetch all batches by agent id
List all batches for agent
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Get all agents
List all agents
Get all phone numbers
List all phone numbers for your account
Get execution by id
Retrieve specific execution by `execution id`
Make a phone call from agent
Initiate calls
Retrieve agent by id
Retrieve an agent
Connect any two apps with Notis in the middle.
Zendesk and Bolna, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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