Route Ticket Based Scheduling Through the Right Form
Use the ticket context to choose the Calendly routing form that sends the customer to the right destination.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
List routing forms
Retrieves routing forms for a specified organization; routing forms are questionnaires used to direct invitees to appropriate booking pages or external urls.
Why this helps
Customers reach the wrong booking path when routing decisions are made without ticket context.
- Send customers to the right path
- Reduce misrouted meetings
- Improve qualification before booking
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Calendly once in Notis.
- 2Create an automation for routing form selection.
- 3Tell Notis to list relevant Calendly routing forms and recommend the one that matches the new ticket.
- 4Pick New Zendesk Ticket as the trigger.
- 5Choose a report channel and test with one real ticket.
Questions about this workflow
Does this submit the routing form for the customer?
No. It identifies and recommends the appropriate form.
What if no routing form fits?
Notis reports that no suitable form was found so the team can handle the ticket manually.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Calendly. A trigger fires from one place; an action lands in another.
Zendesk triggers
Calendly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cancel event
Permanently cancels an existing, active scheduled event by its `uuid`, optionally providing a `reason`, which may trigger notifications to invitees.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create an invitee no-show
Marks an invitee, identified by their existing and valid uri, as a 'no show' for a scheduled event.
New User Created
Triggered when a new user is created in Zendesk.
Create One-Off Event Type
Creates a temporary calendly one-off event type for unique meetings outside regular availability, requiring valid host/co-host uris, a future date/range for `date setting`, and a positive `duration`.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Create scheduling link
Create a single-use scheduling link. creates a scheduling link that can be used to book an event. the link allows invitees to schedule up to the specified maximum number of events. once the limit is reached, the link becomes inactive.
Create share
Creates a customizable, one-time share link for a calendly event type, allowing specific overrides to its settings (e.g., duration, availability, location) without altering the original event type.
Create single use scheduling link
Creates a one-time, single-use scheduling link for an active calendly event type, expiring after one booking.
Create webhook subscription
Creates a calendly webhook subscription to notify a specified `url` (which must be a publicly accessible https endpoint) for selected `events` within a given `organization` and `scope`.
Delete invitee data
Permanently removes all invitee data associated with the provided emails from past organization events, for data privacy compliance (requires enterprise subscription; deletion may take up to one week).
Connect any two apps with Notis in the middle.
Zendesk and Calendly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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