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Add Learner Context to New Zendesk Tickets

Give support agents useful learner context before they answer a new ticket.

Trigger

New Zendesk Ticket

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

Action

Get Users

Tool to retrieve a paginated list of users. use when you need to browse or process user records optionally filtered by clientidentifier.

Why this helps

Agents open multiple systems to determine whether a requester is a learner and what account they use.

  • Reduce agent context switching
  • Speed up learner issue triage
  • Highlight identity gaps early

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and Coassemble in Notis once.
  • 2Create an automation named Ticket Learner Context.
  • 3Tell Notis to retrieve likely Coassemble users for each new Zendesk ticket requester and summarize relevant matches.
  • 4Pick New Zendesk Ticket as the trigger.
  • 5Choose a report channel and test with one real ticket.

Questions about this workflow

Does it change the Zendesk ticket?

No. It creates a report with retrieved Coassemble user context.

Can it handle several possible users?

Yes. Ask Notis to list candidates and explain the evidence for each.

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.

TriggerScheduled

Get Clients

Tool to retrieve a paginated list of clients. use when you need to browse or process organisation records sequentially.

ActionInstant

Webhook trigger

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

TriggerInstant

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.

ActionInstant

New User Created

Triggered when a new user is created in Zendesk.

TriggerInstant

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.

ActionInstant

New Zendesk Ticket

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

TriggerPolling

Get Users

Tool to retrieve a paginated list of users. use when you need to browse or process user records optionally filtered by clientidentifier.

ActionInstant

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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