Create a Case Brief PDF from Every New Zendesk Ticket
Give every incoming request a clean brief before anyone starts work.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Convert HTML to PDF
Tool to convert html or a public url into a pdf document. use when you need programmatic pdf generation from html content.
Why this helps
Important ticket context gets buried across long threads and scattered notes.
- Reduce ticket review time
- Keep customer context in one document
- Create a consistent handoff artifact
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Cloudlayer in Notis once.
- 2Create a new automation in Automations with a name and prompt.
- 3Tell Notis to summarize each new ticket into a case brief and generate a PDF.
- 4Choose New Zendesk Ticket as the trigger.
- 5Select a report channel, then test with one real ticket.
Questions about this workflow
Can the brief include the full ticket thread?
Yes, if the ticket event provides the thread content; otherwise ask Notis to use the available ticket fields.
Where does the PDF appear?
Cloudlayer returns the generated asset, and Notis posts the run report to your selected channel.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Cloudlayer. A trigger fires from one place; an action lands in another.
Zendesk triggers
Cloudlayer actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Storage
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Asset
Tool to retrieve a specific asset by its id. use when you need to fetch metadata or download url of an existing asset after its generation.
New User Created
Triggered when a new user is created in Zendesk.
Get API Status
Tool to test api reachability. use when checking if the cloudlayer api is available.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
HTML to Image
Tool to convert base64-encoded html to an image. use when you need to render raw html or a url into png, jpeg, or webp after content load.
Convert HTML to PDF
Tool to convert html or a public url into a pdf document. use when you need programmatic pdf generation from html content.
List Assets
Tool to list the ten most recent assets. use when you need to retrieve your latest cloudlayer assets.
List Storage Configurations
Tool to retrieve a list of all storage configurations. use after authenticating to cloudlayer to view your account's storage settings.
Convert URL to Image
Tool to convert a webpage url to an image. use when dynamic screenshot parameters are needed.
Connect any two apps with Notis in the middle.
Zendesk and Cloudlayer, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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