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Notis

Review workforce users from support intake

Bring workforce context into any intake flow with one webhook.

Trigger

Webhook received

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

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

External intake forms often lack the staffing context needed for a confident next step.

  • Connect custom intake to workforce data
  • Reduce manual lookups
  • Support faster routing decisions

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and Connecteam once in Notis.
  • 2Create an automation that asks Notis to retrieve relevant Connecteam users from each intake payload.
  • 3Choose a Notis webhook trigger and send the intake request to its URL.
  • 4Select a report channel and test with one real payload.
  • 5Review the returned users before routing the request.

Questions about this workflow

Does this require a Zendesk event?

No. The workflow starts from the Notis webhook.

What should the webhook include?

Send the context Notis needs to decide which Connecteam users are relevant.

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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