Schedule retention calls from renewal risk tickets
Reach customers before frustration becomes a lost renewal.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Widget Call or Schedule
Tool to initiate or schedule a call via widget. use when you need to call immediately or schedule at the first available timeslot through a widget.
Why this helps
Retention signals can be buried in support conversations until the renewal window is too close.
- Surface churn risk early
- Give account teams useful ticket context
- Create a repeatable retention handoff
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Callpage once in the Notis portal.
- 2Create an automation and describe the renewal risk signals to watch for.
- 3Tell Notis to schedule a Callpage retention call when a new ticket shows those signals, using your customer success widget.
- 4Pick New Zendesk Ticket as the trigger and choose a report channel.
- 5Test with one ticket that indicates dissatisfaction or cancellation intent.
Questions about this workflow
Can Notis distinguish a real renewal risk from a routine complaint?
It follows the signals and examples you include in the prompt.
Who receives the Callpage call?
Callpage handles the call through the widget you specify.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Callpage. A trigger fires from one place; an action lands in another.
Zendesk triggers
Callpage actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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New User Created
Triggered when a new user is created in Zendesk.
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New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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Tool to get the root api greeting. use to verify connectivity and retrieve the initial api greeting after setting the api key.
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Tool to retrieve statistical data about manager statuses. use when you need summary counts of enabled and disabled managers for a specific widget.
Get SMS Statistics
Tool to retrieve statistical data about sms messages. use when you need summary counts of sms messages for a given widget.
Get Widget
Tool to retrieve details of a specific widget by id. use when you have a widget id and need its complete configuration.
Connect any two apps with Notis in the middle.
Zendesk and Callpage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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