Retrieve Client Training Context for Tickets
Understand the customer account behind a training-related support request.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Get Clients
Tool to retrieve a paginated list of clients. use when you need to browse or process organisation records sequentially.
Why this helps
Agents often know the requester but lack the broader client context needed for a useful response.
- Improve account-aware support
- Reduce repeated organization checks
- Help teams route complex training issues
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Coassemble in Notis once.
- 2Create an automation named Ticket Client Training Context.
- 3Tell Notis to retrieve Coassemble clients for each new Zendesk ticket and summarize account-level training context relevant to the request.
- 4Pick New Zendesk Ticket as the trigger.
- 5Choose a report channel and test with one real ticket.
Questions about this workflow
Can it include several possible client records?
Yes. Ask Notis to list likely matches and unresolved alternatives.
Does it expose private client data?
The report contains only data returned by your connected Coassemble account and your chosen report channel.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Coassemble. A trigger fires from one place; an action lands in another.
Zendesk triggers
Coassemble actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Clients
Tool to retrieve a paginated list of clients. use when you need to browse or process organisation records sequentially.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Courses
Tool to retrieve all courses with optional filters and pagination. use when you need to list courses after setting identifier and client identifier, and control page size and number.
New User Created
Triggered when a new user is created in Zendesk.
Get Trackings
Tool to retrieve tracking objects with filters. use when you need to fetch learner progress data filtered by course id, date range, identifier, or completion status.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Get Users
Tool to retrieve a paginated list of users. use when you need to browse or process user records optionally filtered by clientidentifier.
Connect any two apps with Notis in the middle.
Zendesk and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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