Prepare a wallet escalation brief for Zendesk tickets
Hand off sensitive tickets with the wallet facts, open questions, and next review step already organized.
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
Escalations create extra work when support sends incomplete context and finance or security must repeat the same lookup.
- Improve escalation handoffs
- Keep facts and questions separate
- Reduce repeated investigation
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Coinbase once in the Notis portal.
- 2Create an automation named Wallet escalation brief.
- 3Tell Notis to retrieve Coinbase wallets for a new ticket and draft a brief with verified facts, unresolved questions, and a suggested owner for human review.
- 4Pick New Zendesk Ticket as the trigger.
- 5Select the report channel and test with one real escalation candidate.
Questions about this workflow
Can the brief assign a person automatically?
Only if you provide an assignment rule or owner list in your instruction; otherwise it should leave ownership open.
Does this send funds or change wallet state?
No. The action only lists wallets.
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.
List Wallets
Retrieve all wallets from coinbase via the cdp sdk.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
New User Created
Triggered when a new user is created in Zendesk.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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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