Create a Cats portal handoff note from a webhook
Give the next person a ready-to-read handoff instead of another tool to search.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Portals
Tool to list all portals. use when you need to browse portal metadata with pagination after authentication.
Why this helps
Handoffs fail when important portal context stays implicit or scattered.
- Make handoffs clearer
- Capture open questions
- Reduce repeated context gathering
Setup
Build it in a few focused steps.
- 1Connect Cats and the webhook source in Notis.
- 2Create a handoff-note automation.
- 3Tell Notis to list portals and write a note using the payload context, facts, and unknowns.
- 4Choose a Notis webhook trigger and report channel.
- 5Send one real handoff payload to test.
Questions about this workflow
Can the note include the sender's context?
Yes, Notis can combine the webhook payload with the Cats portal response.
Does this save a note in Cats?
No, it returns the handoff note in the selected Notis report channel.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Cats. A trigger fires from one place; an action lands in another.
Zendesk triggers
Cats actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Portals
Tool to list all portals. use when you need to browse portal metadata with pagination after authentication.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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 Cats, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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