Add Chatbotkit partner context to Zendesk triage
Give partner related tickets the context they need before escalation.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
List Partners
Tool to retrieve a list of all partner accounts associated with the main account. use when you need to view or manage all sub-accounts under your partner umbrella.
Why this helps
Partner support issues require account context that is often scattered across systems.
- Identify partner ownership faster
- Improve escalation quality
- Reduce context switching during triage
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Chatbotkit in Notis once.
- 2Create an automation for partner context review.
- 3Tell Notis to list Chatbotkit partners and identify any account that matches the new ticket's organization or requester context.
- 4Choose the New Zendesk Ticket trigger and a report destination.
- 5Test with a partner related ticket.
Questions about this workflow
What if the ticket has no partner details?
Notis can report that no match was found and return the available partner accounts for review.
Does this change partner accounts?
No. It only retrieves and analyzes the partner list.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Chatbotkit. A trigger fires from one place; an action lands in another.
Zendesk triggers
Chatbotkit actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Complete Conversation
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Integration
Tool to create a new integration. use when you need to set up a support channel integration for a bot after collecting the integration details.
New User Created
Triggered when a new user is created in Zendesk.
Create Skillset
Tool to create a new skillset. use when you need to group multiple skills into a single reusable unit.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
List Bots
Tool to retrieve a paginated list of all bots. use when you need to browse or manage multiple bots, and iterate pages via cursor.
List conversation messages
Tool to list messages in a conversation with pagination. use after obtaining a conversation id to fetch messages page by page.
List Conversations
Tool to retrieve a paginated list of conversations. use when you need to page through conversation history.
List Datasets
Tool to list datasets. use when you need to browse or paginate through available datasets.
List Integrations
Tool to retrieve a list of trigger integrations. use when you need to browse or manage configured trigger integrations and iterate pages via cursor.
Connect any two apps with Notis in the middle.
Zendesk and Chatbotkit, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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