Find the right Clientary project for every ticket
Route project questions with the delivery context already stored in Clientary.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
List Client Projects
Tool to retrieve all projects associated with a specific client with pagination support (10 results per page). Use when you need to fetch projects for a particular client from Clientary.
Why this helps
Project related tickets are harder to route when support cannot see active client work.
- Route tickets faster
- Reduce duplicate investigation
- Connect support to delivery
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Clientary in Notis once.
- 2Create an automation and describe how project context should be summarized.
- 3Tell Notis to list projects for the matching Clientary client and identify likely relevant projects.
- 4Choose New Zendesk Ticket as the trigger and select a report channel.
- 5Test with one project related ticket.
Questions about this workflow
What if multiple projects are active?
Ask Notis to list the candidates and explain the evidence for each match.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Clientary. A trigger fires from one place; an action lands in another.
Zendesk triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a new client record in Clientary. Use when you need to add a new client to the system with company details and contact information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact within a specified client. Use when you need to add a contact to a client account with name and email as required fields.
New User Created
Triggered when a new user is created in Zendesk.
Create Expense
Tool to create a new expense record in Clientary to track expenditures within your account. Use when you need to record expenses, optionally assigning them to specific clients or projects. Requires an amount field.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Create Lead
Tool to create a new lead record in Clientary. Use when you need to add a new lead to the system with company details and contact information.
Create Project
Tool to create a new project in Clientary with name and rate. Use when you need to set up a new project for tracking time, expenses, or managing client work.
Create Task
Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.
Delete Client
Tool to remove a client and all associated projects, invoices, estimates, and contacts. Use when you need to permanently delete a client from Clientary. WARNING: Deletions are permanent and not reversible.
Delete Lead
Tool to permanently delete a lead and all associated Estimates and Contacts. Use when you need to remove a lead that is no longer needed. Warning: This action is irreversible.
Connect any two apps with Notis in the middle.
Zendesk and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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