Check Boloforms documents for new Zendesk tickets
See the signing context before you reply to a customer.
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
Support work stalls when document status lives in another system and agents must search for it manually.
- Reduce tab switching during support
- Surface related signing records quickly
- Give agents a consistent status summary
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Boloforms once in the Notis portal.
- 2Create a new automation in Automations with a clear name and prompt.
- 3Tell Notis to list Boloforms documents and summarize any records relevant to each new ticket.
- 4Pick New Zendesk Ticket as the trigger and choose a report channel.
- 5Test the automation with one real ticket.
Questions about this workflow
Does this update the Zendesk ticket?
No. It retrieves the Boloforms document list and reports the relevant findings.
How does Notis know which documents matter?
Your instruction can tell it to use customer names, email addresses, order references, or other details present in the ticket.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Boloforms.