Add new Zendesk ticket requesters to ChMeetings
Make every support conversation easier to follow up on across your organization.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
ChMeetings: Create Person
Tool to create a new person record in ChMeetings People directory. Use when you need to add a person before tracking interactions. Required fields: first_name, last_name
Why this helps
Ticket requesters may be absent from your people directory when staff need context or outreach.
- Capture contacts at the moment of need
- Reduce missed follow-up
- Keep directories complete
Setup
Build it in a few focused steps.
- 1Connect Zendesk and ChMeetings once in Notis.
- 2Create a new automation and describe the contact creation outcome.
- 3Tell Notis to inspect each new ticket requester and create a person only when needed.
- 4Choose New Zendesk Ticket as the trigger and select a report channel.
- 5Run one test using a real ticket.
Questions about this workflow
Does this create a person for every ticket?
You can instruct Notis to create one only when the requester is not already in ChMeetings.
What information is used?
Notis uses the requester details returned by Zendesk and the required ChMeetings name fields.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Chmeetings. A trigger fires from one place; an action lands in another.
Zendesk triggers
Chmeetings actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Invite Meeting Attendee
Tool to invite a new attendee to a specified meeting. Use when you need to add attendees before the meeting begins.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Attendee Details
Tool to retrieve details for a specific attendee. Use when you have an attendee_id and need the attendee's full profile.
New User Created
Triggered when a new user is created in Zendesk.
ChMeetings: Create Meeting
Tool to create a new meeting in ChMeetings. Use when you have all meeting details and need to schedule it via the ChMeetings API.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
ChMeetings: Create Organization
Tool to create a new organization.
ChMeetings: Create Reminder
Tool to create/schedule a reminder for a meeting in ChMeetings.
Delete Meeting Attendee
Tool to remove an attendee from a meeting. Use after confirming attendee details.
List Meeting Attendees
Tool to list attendees of a meeting. Use when you need to retrieve attendees for a specific meeting.
ChMeetings: Delete Meeting
Tool to delete an existing meeting. Use when you have confirmed the meeting ID to permanently remove the meeting.
Connect any two apps with Notis in the middle.
Zendesk and Chmeetings, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Chmeetings.