Keep ticket files searchable with Box metadata
Carry priority and case context into the document workspace automatically.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Create metadata instance on file
Applies an instance of a metadata template to a file. in most cases only values that are present in the metadata template will be accepted, except for the `global.properties` template which accepts any key-value pair.
Why this helps
Support files become difficult to filter when ticket context stays trapped in Zendesk.
- Makes files easier to find
- Keeps case context attached
- Reduces repeated property entry
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Box in Notis once.
- 2Create an automation named Ticket file properties.
- 3Tell Notis to apply the specified Box metadata template and values to the ticket's supporting file.
- 4Pick New Zendesk Ticket as the trigger and choose a report channel.
- 5Test with one real ticket.
Questions about this workflow
Can priority be stored as metadata?
Yes, if the Box template includes a matching property.
What if there is no matching file?
Notis reports the missing item so you can resolve the file reference.
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.
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`.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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`.
New User Created
Triggered when a new user is created in Zendesk.
Add domain to list of allowed collaboration domains
Creates a new entry in the list of allowed domains to allow collaboration for.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
Add or update user avatar
Adds or updates a user avatar.
Add shared link to file
Adds a shared link to a file.
Add shared link to folder
Adds a shared link to a folder.
Add shared link to web link
Adds a shared link to a web link.
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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