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Notis

Inspect Conveyor document interactions for tickets

See what happened around a document before you respond.

Trigger

New Zendesk Ticket

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

Action

Get interactions by document ID

Tool to fetch interactions associated with a specific document. Use when you need to list all interactions for a given document after validating its existence.

Why this helps

Document history is difficult to reconstruct from support conversations alone.

  • Investigate document activity faster
  • Give support more context
  • Reduce repeated internal questions

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and Conveyor in Notis once.
  • 2Create an automation describing which ticket details identify a document.
  • 3Tell Notis to retrieve interactions for that document and summarize relevant history.
  • 4Pick New Zendesk Ticket as the trigger and select a report channel.
  • 5Test with one ticket containing a document ID.

Questions about this workflow

What if no document ID is present?

Notis can flag the missing identifier and avoid an unsupported lookup.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Zendesk triggers

Conveyor actions

Recurring trigger

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

TriggerScheduled

Delete a Conveyor document

Tool to delete a specific document. Use when you need to remove a document by its ID.

ActionInstant

Webhook trigger

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

TriggerInstant

Delete folder

Tool to delete a folder by its ID. Use when you need to remove a specific folder after confirming its ID.

ActionInstant

New User Created

Triggered when a new user is created in Zendesk.

TriggerInstant

Generate/Validate API Token Guidance

Tool to validate API token and provide guidance. Conveyor does not support API-based token creation; tokens must be created in the Conveyor UI. This action performs a real API call (using the provided metadata) to validate the existing API token and returns structured guidance.

ActionInstant

New Zendesk Ticket

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

TriggerPolling

Get Authorization Request

Tool to fetch details of a specific authorization request. Use when you need to retrieve metadata by authorization_request_id.

ActionInstant

Get Authorization Requests

Tool to fetch authorization requests. Use when you need to list authorization requests, optionally filtered by status.

ActionInstant

Get all authorization requests

Tool to retrieve all authorization requests. Use when you need to list all authorizations; optionally filter by status. Use after authenticating with a valid API token.

ActionInstant

Get all Conveyor connections

Tool to retrieve all connections. Use when you need to fetch the complete list of your Conveyor connections. Use after authenticating with a valid API key.

ActionInstant

Get all Conveyor documents

Tool to retrieve all documents. Use after authenticating with a valid API key.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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