Show Callingly team users for new tickets
Route ticket follow-up using the people who are actually on the team.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
List Team Users
Tool to retrieve a list of agents associated with a specific team. use when you need to inspect the team's users before further agent management tasks.
Why this helps
Choosing a caller is slow when team membership is not visible during ticket triage.
- Improve assignment speed
- Make routing more transparent
- Reduce unnecessary handoffs
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Callingly in Notis once.
- 2Create an automation named Ticket to Callingly Team Users.
- 3Tell Notis to list users in the Callingly team relevant to each new ticket and summarize the best options.
- 4Pick New Zendesk Ticket as the trigger and choose a report channel.
- 5Test with a ticket that includes a team or account clue.
Questions about this workflow
How does Notis choose the team?
Include the team or routing clue in the instruction, or ask Notis to report when it is missing.
Does this change team membership?
No, it only retrieves the current team users.
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.
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".
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
New User Created
Triggered when a new user is created in Zendesk.
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
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".
Delete Agent
Tool to delete an agent. use when permanently removing an agent after confirming the agent id.
Delete Client
Tool to delete a client. use when you need to remove an existing client from your account after confirming its id.
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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