Keep urgent support context on the customer record
Make important support moments visible before the next conversation.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Update Capsule CRM Party
Tool to update an existing person or organisation (party) in capsule crm. use when you need to modify specific fields of a party after confirming its id. example: "update party 11587 to remove phone number 12136 and add a new work email."
Why this helps
Urgent tickets can be resolved in support while sales and account owners miss the relationship risk.
- Surface urgent customer situations
- Improve cross team awareness
- Create a consistent follow-up trail
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Capsule CRM in Notis.
- 2Create an automation named Urgent Ticket Party Update.
- 3Tell Notis to find the requester and update the party with a concise urgent ticket summary.
- 4Pick New Zendesk Ticket as the trigger and select a report channel.
- 5Test with one real urgent ticket.
Questions about this workflow
How does Notis know a ticket is urgent?
Tell Notis which Zendesk priority or wording should count as urgent in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Capsule crm. A trigger fires from one place; an action lands in another.
Zendesk triggers
Capsule crm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Capsule CRM Party
Tool to create a party in capsule crm. use when you have collected a person's or organisation's details and need to add a new record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Party
Tool to fully delete a specific party (person or organisation) from capsule crm. use when you need to completely remove a party after confirming no active references remain.
New User Created
Triggered when a new user is created in Zendesk.
List Deleted Opportunities
Tool to list opportunities deleted or restricted since a given date. use when you need to identify recently deleted or restricted opportunities.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
List deleted parties
Tool to retrieve parties deleted since a given date. use when you need to sync deletions.
List Entries By Date
Tool to list notes, emails, and completed party tasks in descending order by entry date. use when you need the most recent entries first after authenticating.
List Organisation Employees
Tool to list employees linked to a specific organisation (party). use when you need to retrieve all employees under a given organisation.
List Parties
Tool to list all parties (contacts) on the account. use when you need to fetch contacts with optional filters or embed additional related data.
List Projects
Tool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects.
Connect any two apps with Notis in the middle.
Zendesk and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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