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Notis

Create CRM contacts from new Zendesk tickets

Make every new support conversation easier to follow up on.

Trigger

New Zendesk Ticket

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

Action

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.

Why this helps

Ticket requesters can remain anonymous to the teams responsible for retention and expansion.

  • Capture customer context from ticket intake
  • Give account owners a usable contact record
  • Reduce manual support-to-CRM handoffs

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and Centralstationcrm once in Notis.
  • 2Create an automation that creates a Centralstationcrm person for the new ticket requester when needed.
  • 3Pick New Zendesk Ticket as the trigger.
  • 4Choose the channel for run reports.
  • 5Test with one real ticket from a known requester.

Questions about this workflow

What starts this automation?

A new ticket created in the selected Zendesk view starts it.

Can it avoid duplicates?

Tell Notis to search for an existing matching person before creating one.

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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