Create training handouts from recurring tickets
Turn a solved support pattern into a reusable guide for the next teammate.
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
Useful support knowledge remains trapped in individual tickets and takes effort to document.
- Reuse proven resolutions
- Speed up teammate ramp up
- Reduce repeated questions
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Craftmypdf once in Notis.
- 2Create an automation named Support training handout.
- 3Tell Notis to create an internal training PDF when a new ticket contains a repeatable issue and resolution, excluding customer private information.
- 4Pick New Zendesk Ticket as the trigger and choose a report channel.
- 5Test with one real solved issue ticket.
Questions about this workflow
Can private customer data be removed?
Yes. Tell Notis to exclude names, contact details, and other customer-specific information.
Does the ticket need to be solved first?
The trigger is a new ticket, so include known resolution details or ask Notis to flag that the resolution is not yet available.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
New User Created
Triggered when a new user is created in Zendesk.
List PDF Templates
Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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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