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Notis

Check staffing coverage for new Zendesk tickets

See who is available in Connecteam before a customer request becomes a missed commitment.

Trigger

New Zendesk Ticket

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

Action

Get Users

Tool to retrieve a list of all users associated with your account. use when you need to fetch and filter user data.

Why this helps

Customer requests can arrive while the right staff context is scattered across support and workforce tools.

  • Reduce handoff delays
  • Surface relevant staff context quickly
  • Keep support decisions grounded in current user records

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and Connecteam once in the Notis portal.
  • 2Create an automation and describe that each new ticket should prompt a Connecteam user review for relevant coverage.
  • 3Pick New Zendesk Ticket as the trigger.
  • 4Choose a report channel, then test with one real ticket.
  • 5Review the returned user data before deciding the next support step.

Questions about this workflow

Does this assign a ticket automatically?

No. It retrieves Connecteam users and reports the relevant context for your decision.

Can Notis filter users by a condition?

Notis can analyze the returned user data, but any needed staffing rule must be stated in your instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Zendesk triggers

Connecteam actions

Recurring trigger

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

TriggerScheduled

Archive Users

Tool to archive one or more users by their unique ids. use when you need to deactivate users without deleting their records.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Users

Tool to create multiple users in connecteam. use when you need to add several staff or admin accounts at once.

ActionInstant

New User Created

Triggered when a new user is created in Zendesk.

TriggerInstant

Generate Upload URL

Tool to generate a pre-signed url for uploading a file. use when you need a secure, time-limited url prior to file upload.

ActionInstant

New Zendesk Ticket

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

TriggerPolling

Get Chat

Tool to retrieve chat conversations. use when you need to list all team chats/channels after confirming your communications hub is on expert plan.

ActionInstant

Get Custom Field Categories

Tool to retrieve all custom field categories. use when you need to list or filter custom field categories in your connecteam account.

ActionInstant

Get Custom Fields

Tool to retrieve all custom fields associated with the account. use when you need to filter, sort, or page through custom fields after authentication.

ActionInstant

Get Forms

Tool to retrieve all form definitions from connecteam. use when you need to list all existing forms after enabling the forms api.

ActionInstant

Get Jobs

Tool to retrieve a list of job objects relevant to a specific instance id. use after confirming scheduler or time clock instance id when you need to filter and page through jobs.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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