Find the right form for ticket follow-up
Turn a vague follow-up request into a clear next step with the forms already in Connecteam.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Get Forms
Tool to retrieve all form definitions from connecteam. use when you need to list all existing forms after enabling the forms api.
Why this helps
Teams often recreate intake questions because they cannot quickly find the existing operational form.
- Reuse existing intake processes
- Reduce duplicate questions
- Make follow-up more consistent
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Connecteam once in the portal.
- 2Create an automation instructing Notis to retrieve relevant Connecteam forms for each new ticket.
- 3Select New Zendesk Ticket as the trigger.
- 4Choose a report channel and test with one real ticket.
- 5Review the forms before sending or requesting follow-up information.
Questions about this workflow
Does this submit a form?
No. It retrieves form definitions for review.
How does Notis choose relevant forms?
Your instruction tells it what ticket details and form purpose to compare.
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Users
Tool to create multiple users in connecteam. use when you need to add several staff or admin accounts at once.
New User Created
Triggered when a new user is created in Zendesk.
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.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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Tool to retrieve chat conversations. use when you need to list all team chats/channels after confirming your communications hub is on expert plan.
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.
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.
Get Forms
Tool to retrieve all form definitions from connecteam. use when you need to list all existing forms after enabling the forms api.
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.
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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