Match Zendesk ticket requesters to CRM people
Start every ticket with the customer record your team already has.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Search People
Tool to retrieve people matching search criteria. use when you need to find specific contacts by name, email, or phone after authenticating with your api key.
Why this helps
Teams waste time reconstructing who a requester is and which account owns the relationship.
- Reduce investigation time
- Reveal existing ownership and history
- Make handoffs more confident
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Centralstationcrm once in Notis.
- 2Create an automation that searches Centralstationcrm for the new ticket requester and summarizes the best match.
- 3Pick New Zendesk Ticket as the trigger.
- 4Choose where lookup reports should be delivered.
- 5Test with one ticket from an existing contact.
Questions about this workflow
Does this change either system?
No. It searches Centralstationcrm and reports the result.
Can it report multiple possible matches?
Yes, ask Notis to include likely matches when the identifying details are ambiguous.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Centralstationcrm. A trigger fires from one place; an action lands in another.
Zendesk triggers
Centralstationcrm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Connection
Tool to verify the connection status of the centralstationcrm api key. use when validating credentials before making other api calls.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Count People
Tool to retrieve the total number of people in the account. use when you need the current total number of contacts in your centralstationcrm account. example: "how many contacts exist in my account?"
New User Created
Triggered when a new user is created in Zendesk.
Create Company
Tool to create a new company record. use when you need to add an organization to your crm before linking it to contacts or deals.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
Create Person
Tool to create a new person record. use when you need to add a person to your crm before linking them to other records.
Create Person Address
Tool to create a new address for a specific person. use when you need to add or update postal details after confirming person id.
Create Person Assistant
Tool to create a new assistant (assi) entry for a specific person. use after confirming the person id when you need to manage assistant contacts.
Create Person Avatar
Tool to create a new avatar for a specific person. use when you need to attach a base64-encoded image file after confirming the person's id.
Connect any two apps with Notis in the middle.
Zendesk and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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