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Notis

Sync new Zendesk users to BotStar

Give BotStar agents the customer context they need as soon as a Zendesk user appears.

Trigger

New User Created

Triggered when a new user is created in Zendesk.

Action

Livechat update

Tool to update user details on the current live chat session. use when you need to modify user profile attributes during an active conversation.

Why this helps

Agents waste time asking for details already captured in Zendesk.

  • Reduce repeated identity questions
  • Keep live chat context current
  • Cut manual profile updates

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and BotStar in the Notis portal.
  • 2Create an automation named New user context sync.
  • 3Tell Notis to update the current BotStar session with the new Zendesk user's available name, email, and organization.
  • 4Choose New User Created as the trigger and select a report channel.
  • 5Test with one newly created Zendesk user.

Questions about this workflow

What if no BotStar chat is active?

Tell Notis to report that no active session was available instead of updating a different conversation.

Can this include custom Zendesk fields?

Yes, if those fields are returned by your Zendesk connection and you name them in the instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Zendesk to Botstar. A trigger fires from one place; an action lands in another.

Zendesk triggers

Botstar actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

BotStar LiveChat onClose Callback

Tool to register a callback when the chat window is closed. use after the widget is initialized. example prompt: "register an onclose handler that logs 'goodbye!' to the console."

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get BotStar Application IDs

Tool to retrieve the botstar application id (`appid`). use when initializing or reinitializing the live chat widget.

ActionInstant

New User Created

Triggered when a new user is created in Zendesk.

TriggerInstant

Livechat boot

Tool to reinitialize the live chat widget with provided data. use after initial load to reset or update widget configuration.

ActionInstant

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

TriggerPolling

Close BotStar Livechat Widget

Tool to hide the live chat window. use when the chat widget is configured in livechat or popup mode.

ActionInstant

Livechat on open

Tool to register a callback when the chat window is opened. use after widget initialization.

ActionInstant

Livechat open

Tool to show the live chat window. use after the widget has been bootstrapped with botstarapi('boot') to programmatically open the chat window (mode must be 'livechat' or 'popup').

ActionInstant

Livechat update

Tool to update user details on the current live chat session. use when you need to modify user profile attributes during an active conversation.

ActionInstant

Get BotStar Webview Parameter

Tool to retrieve a parameter value passed from the botstar chatbot to the webview. use inside onchatbotready after your page loads in modal mode with bs:input meta tags.

ActionInstant

Connect any two apps with Notis in the middle.

Zendesk and Botstar, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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