Reconcile ticket references with Boloforms documents
Know whether the document a customer mentions actually exists in Boloforms.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Get Documents List
Tool to retrieve a list of documents associated with the account. use when you need to list all documents.
Why this helps
Agents can waste time searching for misspelled, duplicated, or outdated document references.
- Catch mismatched references early
- Reduce duplicate document investigations
- Give agents an evidence-based next step
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Boloforms once in the Notis portal.
- 2Create an automation describing the reconciliation result you want.
- 3Tell Notis to list Boloforms documents and compare them with document references in each new ticket.
- 4Select New Zendesk Ticket as the trigger and choose a report channel.
- 5Test using a real ticket that mentions a document.
Questions about this workflow
Can it correct the ticket automatically?
No. It reports the comparison so your team can decide what to do next.
What if a ticket has no document reference?
Instruct Notis to label it as having no reference and skip the comparison.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Boloforms. A trigger fires from one place; an action lands in another.
Zendesk triggers
Boloforms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Documents List
Tool to retrieve a list of documents associated with the account. use when you need to list all documents.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
New User Created
Triggered when a new user is created in Zendesk.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Connect any two apps with Notis in the middle.
Zendesk and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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