Research customer context for every new Zendesk ticket
Give your team useful context before they open another tab.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Fetch Webpage Content
Your eyes: get page content for decision-making. use before: actions (find targets, understand state) use to verify: page transitions, major state changes, when actions seem to fail format: html=find elements | markdown=clean content | success rate: 99%
Why this helps
Support agents lose time searching customer sites, documentation, and public account details before replying.
- Reduce tab switching
- Prepare relevant background quickly
- Help agents start with better context
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Browser tool once in the Notis portal.
- 2Create an automation named Research customer context.
- 3Tell Notis to open the ticket links and summarize relevant customer context.
- 4Pick New Zendesk Ticket as the trigger and choose a report channel.
- 5Test with one real ticket and review the run report.
Questions about this workflow
What does Notis inspect?
It opens the URLs and pages referenced by the ticket and reports relevant context.
Does it send a reply?
No. This workflow prepares research for your team to review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Browser tool. A trigger fires from one place; an action lands in another.
Zendesk triggers
Browser tool actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Copy Selected Text
Copy currently selected text on the page to clipboard - ideal for extracting highlighted content, copying form data, or harvesting visible text selections.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Drag and Drop
Execute precise drag and drop operations - essential for file uploads, list reordering, element moving, and complex ui interactions that require drag-based manipulation.
New User Created
Triggered when a new user is created in Zendesk.
Fetch Webpage Content
Your eyes: get page content for decision-making. use before: actions (find targets, understand state) use to verify: page transitions, major state changes, when actions seem to fail format: html=find elements | markdown=clean content | success rate: 99%
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Get Clipboard Content
Read current content from the system clipboard - essential for data transfer workflows, extracting copied text, and reading user-copied data for processing.
Keyboard Shortcut
Execute keyboard shortcuts and key combinations - essential for copy/paste, navigation, and application commands that agents need for efficient browser automation.
Mouse Click
Precision clicker: manual clicking with coordinates. pattern: fetchwebpage(html) → find element → estimate coordinates → click → verify hints: center buttons ~(640,350) | nav/header ~y=150 | content ~y=300-500 tip: try ±50px if first click misses | success rate: 85%
Mouse Double Click
Execute a precise double click at specified screen coordinates - ideal for opening files, selecting text, or activating ui elements that require double click gestures.
Mouse Down (Press and Hold)
Press and hold mouse button at coordinates - use for starting custom drag operations, text selections, or long-press interactions. must be followed by mouseup action to complete.
Connect any two apps with Notis in the middle.
Zendesk and Browser tool, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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