Give the right teammate access to ticket files
Route case access as part of ticket intake so handoffs keep moving.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Create collaboration
Adds a collaboration for a single user or a single group to a file or folder. collaborations can be created using email address, user ids, or a group ids. if a collaboration is being created with a group, access to this endpoint is dependent on the group's ability to be invited. if collaboration is in `pending` status, the following fields are redacted: - `login` and `name` are hidden if a collaboration was created using `user id`, - `name` is hidden if a collaboration was created using `login`.
Why this helps
People are assigned tickets but still lack access to the supporting Box workspace.
- Aligns access with ticket ownership
- Reduces permission delays
- Keeps handoffs moving
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Box in Notis once.
- 2Create an automation named Ticket workspace collaboration.
- 3Tell Notis to add the designated teammate as a collaborator on the ticket's Box item with the requested role.
- 4Pick New Zendesk Ticket as the trigger and choose a report channel.
- 5Test with one real ticket.
Questions about this workflow
Can the teammate be selected from ticket data?
Yes, when the ticket event includes a usable user identity.
Can this add a group instead?
The Box collaboration action supports a single user or group; specify which one to invite.
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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