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Notis

Create compliance evidence packets from Zendesk

Give security and compliance requests a structured document for review.

Trigger

New Zendesk Ticket

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

Action

Create PDF Asynchronously

Tool to queue asynchronous PDF generation via webhook. Use when you need to generate a PDF in the background and receive the result via a webhook.

Why this helps

Compliance requests require gathering ticket details into a consistent packet under time pressure.

  • Organize response material faster
  • Reduce omission risk
  • Create repeatable evidence packets

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and Craftmypdf once in Notis.
  • 2Create an automation named Compliance evidence packet.
  • 3Tell Notis to create an evidence packet PDF for new compliance tickets using only supplied facts and listing missing evidence.
  • 4Pick New Zendesk Ticket as the trigger and select a report channel.
  • 5Test with one real compliance ticket.

Questions about this workflow

Will it make compliance claims?

No. It should use facts present in the ticket or supplied instructions and flag unsupported claims.

Can reviewers see missing evidence?

Yes. Ask Notis to include a missing evidence checklist in the PDF.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Zendesk triggers

Craftmypdf actions

Recurring trigger

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

TriggerScheduled

Create Editor Session

Tool to create an embeddable editor session URL for a template. Use when you need to embed the PDF editor for a specific template.

ActionInstant

Webhook trigger

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

TriggerInstant

Create PDF Asynchronously

Tool to queue asynchronous PDF generation via webhook. Use when you need to generate a PDF in the background and receive the result via a webhook.

ActionInstant

New User Created

Triggered when a new user is created in Zendesk.

TriggerInstant

List PDF Templates

Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.

ActionInstant

New Zendesk Ticket

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

TriggerPolling

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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