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Notis

Add wallet context to new Zendesk tickets

Start every crypto related ticket with wallet context ready for review, without opening another dashboard.

Trigger

New Zendesk Ticket

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

Action

List Wallets

Retrieve all wallets from coinbase via the cdp sdk.

Why this helps

Ticket triage slows down when the person handling support must manually look up wallet information before deciding what to do.

  • Speed up ticket triage
  • Give responders a shared context brief
  • Reduce repeated wallet lookups

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and Coinbase once in the Notis portal.
  • 2Create an automation named Ticket wallet context.
  • 3Tell Notis to retrieve Coinbase wallets for each new ticket and summarize only context relevant to triage, noting anything it cannot verify.
  • 4Pick New Zendesk Ticket as the trigger.
  • 5Choose the run report destination and test with one real ticket.

Questions about this workflow

Will this reply to the customer automatically?

No. The available Coinbase action retrieves wallets and produces internal context only.

Can the workflow decide whether a ticket is crypto related?

You can ask Notis to assess relevance, but it must explain when the available data is insufficient.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Zendesk triggers

Coinbase actions

Recurring trigger

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

TriggerScheduled

List Wallets

Retrieve all wallets from coinbase via the cdp sdk.

ActionInstant

Webhook trigger

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

TriggerInstant

New User Created

Triggered when a new user is created in Zendesk.

TriggerInstant

New Zendesk Ticket

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

TriggerPolling

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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