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Notis

Find the right Calendarhero contact for each ticket

Know who the requester is in Calendarhero before planning a conversation.

Trigger

New Zendesk Ticket

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

Action

Search Contact

Tool to search for existing contacts. use after confirming a need to find contacts by email or name.

Why this helps

Ticket requesters are hard to match to scheduling contacts when names vary across tools.

  • Reduce duplicate records
  • Identify existing relationships
  • Speed up ticket follow-up

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and Calendarhero once in Notis.
  • 2Create an automation in Automations.
  • 3Tell Notis to search Calendarhero for the new ticket requester and report matching contacts.
  • 4Pick the New Zendesk Ticket trigger.
  • 5Choose a report channel and test with one real ticket.

Questions about this workflow

Can the workflow use the ticket email?

Yes, when the requester email is included in the ticket event.

What should happen with several matches?

Ask Notis to report all plausible matches and apply your review rule.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Zendesk triggers

Calendarhero actions

Recurring trigger

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

TriggerScheduled

Add Calendar Connection

Tool to add a calendar integration to a user's account. use after gathering provider credentials.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Contact

Tool to create a new contact. use after confirming contact details before making the api call.

ActionInstant

New User Created

Triggered when a new user is created in Zendesk.

TriggerInstant

Create Meeting Request V2

Tool to create a new meeting request in calendarhero. use when scheduling a meeting with participants, time range, and additional details.

ActionInstant

New Zendesk Ticket

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

TriggerPolling

Fetch Contact

Fetch contact

ActionInstant

Fetch Meeting Details

Tool to fetch details for meetings within a specified timeframe. use this after user provides start and end datetimes in iso8601.

ActionInstant

Fetch User Profile

Tool to fetch the profile details of the authenticated user. use after obtaining a valid access token.

ActionInstant

List Meetings

Tool to retrieve the user's meetings within a specified timeframe. use after confirming date range to fetch raw calendar data.

ActionInstant

List Meeting Templates

Tool to list all meeting templates available for quick scheduling. use after authenticating and when you need to retrieve available templates before scheduling.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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