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Notis

Bring Cloudcart payment history into Zendesk investigations

See the payment trail before asking the customer to repeat details.

Trigger

New Zendesk Ticket

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

Action

List Order Payment

Tool to retrieve a list of order payments. use when you need to view payments for orders, optionally filtered by order id or status. useful after creating or updating orders to inspect their payment history.

Why this helps

Payment investigations stall when transaction history is separated from the support conversation.

  • Speed up payment investigations
  • Reduce repeated customer questions
  • Improve escalation quality

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and Cloudcart in the Notis portal.
  • 2Create an automation describing which payment evidence to retrieve and summarize.
  • 3Pick New Zendesk Ticket as the trigger.
  • 4Choose the report destination and test with one payment issue ticket.

Questions about this workflow

Can this issue refunds?

No. It retrieves payment history for review; refund decisions remain an explicit action.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Zendesk to Cloudcart. A trigger fires from one place; an action lands in another.

Zendesk triggers

Cloudcart actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add to Cart

Tool to add an item to the cart. use after confirming a product selection with desired quantity.

ActionInstant

Webhook trigger

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

TriggerInstant

Clear Cart

Tool to remove all items from the specified cart. use when you need to empty the cart before adding new items or starting over.

ActionInstant

New User Created

Triggered when a new user is created in Zendesk.

TriggerInstant

Create Category

Tool to create a new category. use when you need to add organizational structure to your product catalog.

ActionInstant

New Zendesk Ticket

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

TriggerPolling

Create Customer

Tool to create a new customer in cloudcart. use when you need to register a new customer profile. provide validated customer details (name, email, and password).

ActionInstant

Create Order

Tool to create a new order. use after assembling customer id, cart items, and optional addresses/payment info.

ActionInstant

Create Product

Tool to create a new product. use when you have all details and want to add it to cloudcart.

ActionInstant

Create Variant

Tool to create a new product variant for a given product. use when you need to add a variant with specific sku, price, and options.

ActionInstant

Create Variant Option

Tool to create a new variant option for a specific product variant. use when you need to add an option (e.g., 'large') with an optional price adjustment to an existing variant.

ActionInstant

Connect any two apps with Notis in the middle.

Zendesk and Cloudcart, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Cloudcart.