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Notis

Create CRM deals from qualified Zendesk tickets

Give promising support conversations a clear commercial next step.

Trigger

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

Action

Create Deal

Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.

Why this helps

Expansion signals often arrive through support and never reach the sales pipeline.

  • Surface buying intent quickly
  • Create a concrete sales follow-up
  • Keep ticket context attached to the opportunity

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and Centralstationcrm once in Notis.
  • 2Create an automation that reviews each new ticket and creates a Centralstationcrm deal only when it describes a qualified opportunity.
  • 3Pick New Zendesk Ticket as the trigger.
  • 4Select a report channel for created deals and skipped tickets.
  • 5Test with one real qualifying ticket.

Questions about this workflow

How does Notis decide whether a ticket is qualified?

You describe the qualification signals in the automation instruction, such as an upgrade request or purchase question.

What happens to non-qualified tickets?

They can be reported as skipped without creating a deal.

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.

TriggerScheduled

Check Connection

Tool to verify the connection status of the centralstationcrm api key. use when validating credentials before making other api calls.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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?"

ActionInstant

New User Created

Triggered when a new user is created in Zendesk.

TriggerInstant

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.

ActionInstant

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

TriggerPolling

Create Deal

Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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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