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Check agent availability for new Zendesk tickets

Plan follow-up around real agent availability instead of assumptions.

Trigger

New Zendesk Ticket

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

Action

Get Agent Schedule

Tool to retrieve the availability schedule for a specific agent. use when you need to know which days and times the agent is available.

Why this helps

Callbacks get delayed when ticket urgency and agent schedules are considered separately.

  • Set realistic callback expectations
  • Reduce failed handoffs
  • Improve workload planning

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and Callingly in Notis once.
  • 2Create an automation named Ticket Agent Availability Check.
  • 3Tell Notis to retrieve the relevant Callingly agent schedule and explain the next available window for follow-up.
  • 4Pick New Zendesk Ticket as the trigger and choose a report channel.
  • 5Test with a ticket assigned to a known agent.

Questions about this workflow

Does this schedule a call?

No, it checks the agent schedule and reports availability.

What if the agent cannot be identified?

Notis can report the missing agent information for manual review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Zendesk triggers

Callingly actions

Recurring trigger

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

TriggerScheduled

Activate/Deactivate Client Account

Tool to activate or deactivate a client account. use when you need to toggle client access after onboarding or offboarding. example: "activate client 123" or "deactivate client 456".

ActionInstant

Webhook trigger

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

TriggerInstant

Create Agent

Tool to create a new agent. use when you need to register an agent in callingly after gathering their account id and contact details.

ActionInstant

New User Created

Triggered when a new user is created in Zendesk.

TriggerInstant

Create Outbound Call

Tool to create a new outbound call record. use after gathering call and lead details.

ActionInstant

New Zendesk Ticket

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

TriggerPolling

Create Client

Tool to create a new client. use when adding a new client to your callingly account.

ActionInstant

Create Team

Tool to create a new team. use when setting up a team configuration before adding agents.

ActionInstant

Create Webhook

Tool to create a new webhook for call or lead events. use when you need to receive real-time notifications on specific events. example: "create a webhook for call completed events to http://example.com/callback".

ActionInstant

Delete Agent

Tool to delete an agent. use when permanently removing an agent after confirming the agent id.

ActionInstant

Delete Client

Tool to delete a client. use when you need to remove an existing client from your account after confirming its id.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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