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Notis

Create a working Box document for every ticket

Start recurring support deliverables from a trusted template in seconds.

Trigger

New Zendesk Ticket

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

Action

Copy file

Creates a copy of a file.

Why this helps

Agents recreate the same case documents and risk missing required sections.

  • Starts documents consistently
  • Reduces repetitive drafting
  • Keeps templates centralized

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and Box in Notis once.
  • 2Create an automation named Ticket document copy.
  • 3Tell Notis to copy the specified Box template into the ticket's Box folder and report the new file.
  • 4Pick New Zendesk Ticket as the trigger and choose a report channel.
  • 5Test with one real ticket.

Questions about this workflow

Can the copied file be renamed?

Include the desired naming instruction for the copied file.

Where should the copy go?

Specify the destination Box folder in the prompt.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Zendesk triggers

Box actions

Recurring trigger

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

TriggerScheduled

Add classification to file

Adds a classification to a file by specifying the label of the classification to add. this api can also be called by including the enterprise id in the url explicitly, for example `/files/:id//enterprise 12345/securityclassification-6vmvochwuwo`.

ActionInstant

Webhook trigger

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

TriggerInstant

Add classification to folder

Adds a classification to a folder by specifying the label of the classification to add. this api can also be called by including the enterprise id in the url explicitly, for example `/folders/:id/enterprise 12345/securityclassification-6vmvochwuwo`.

ActionInstant

New User Created

Triggered when a new user is created in Zendesk.

TriggerInstant

Add domain to list of allowed collaboration domains

Creates a new entry in the list of allowed domains to allow collaboration for.

ActionInstant

New Zendesk Ticket

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

TriggerPolling

Add initial classifications

When an enterprise does not yet have any classifications, this api call initializes the classification template with an initial set of classifications. if an enterprise already has a classification, the template will already exist and instead an api call should be made to add additional classifications.

ActionInstant

Add or update user avatar

Adds or updates a user avatar.

ActionInstant

Add shared link to file

Adds a shared link to a file.

ActionInstant

Add shared link to folder

Adds a shared link to a folder.

ActionInstant

Add shared link to web link

Adds a shared link to a web link.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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