Route new Zendesk users with caller context
Give triage a clear caller profile before the request gets handed off.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Get Phone Number Information
Tool to retrieve detailed information about a specific phone number, including reputation, business and carrier details, and ftc complaints. use when the number is in e.164 format and set hlr=true to include hlr data (adds 1-3 seconds to response).
Why this helps
Routing slows down when agents cannot tell whether a new number belongs to a business, carrier, or unknown caller.
- Speed up first routing decisions
- Surface likely business identity
- Reduce repeated lookup work
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Callerapi once in the Notis portal.
- 2Create an automation for caller routing context.
- 3Tell Notis to retrieve phone information for each new user's E.164 number and summarize business, carrier, reputation, and complaint details that could inform routing.
- 4Choose New User Created as the trigger and select where reports should go.
- 5Test with one real user from a known business number.
Questions about this workflow
Will this change Zendesk routing automatically?
No. It creates context for your team. Any routing action must be separately supported by your Zendesk setup.
Can it identify a business caller?
It can report business details returned by Callerapi when they are available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Callerapi. A trigger fires from one place; an action lands in another.
Zendesk triggers
Callerapi actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Phone Number Information
Tool to retrieve detailed information about a specific phone number, including reputation, business and carrier details, and ftc complaints. use when the number is in e.164 format and set hlr=true to include hlr data (adds 1-3 seconds to response).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get User Information
Tool to retrieve information about the authenticated user, including email and credit usage details. use after authentication to fetch credits spent, monthly allocation, and credits left.
New User Created
Triggered when a new user is created in Zendesk.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Connect any two apps with Notis in the middle.
Zendesk and Callerapi, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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