Understand audience rules before support outreach
See how a customer audience is defined before sending a targeted response.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Get Segment Details
Tool to retrieve details of a specific segment. use after identifying the segment id from list segments.
Why this helps
Support outreach can miss important audience rules when segment definitions are hidden from the workflow.
- Respect audience criteria
- Improve response relevance
- Reduce cross-team questions
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Customer.io once in Notis.
- 2Create an automation describing which segment details to retrieve.
- 3Pick New Zendesk Ticket as the trigger.
- 4Choose a report channel.
- 5Test with one real ticket.
Questions about this workflow
Where does the segment id come from?
Tell Notis how to identify the relevant segment, or have it use a known segment id supplied in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Customerio. A trigger fires from one place; an action lands in another.
Zendesk triggers
Customerio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Suppress Customer Profile
Tool to suppress a person. use when you need to permanently delete a customer's profile and prevent them from being re-added.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Integrations
Tool to retrieve a list of integrations in your workspace. use when you need to discover configured integrations.
New User Created
Triggered when a new user is created in Zendesk.
Get Messages
Tool to retrieve a list of messages sent from your workspace. use when you need paginated delivery metrics for messages, e.g., list email messages delivered between two timestamps.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Get Segment Details
Tool to retrieve details of a specific segment. use after identifying the segment id from list segments.
Get Segment Membership
Tool to retrieve people in a specific segment. use when you need to page through segment membership after identifying segment id.
Get Segments
Tool to retrieve a list of segments in your workspace. use when you need to fetch all segments after configuring segment rules.
Get Trigger
Tool to retrieve details about a specific trigger. use after triggering a broadcast to confirm its status and metadata.
Get Triggers
Tool to retrieve a list of triggers for a specific broadcast. use after identifying broadcast id to inspect associated triggers.
Connect any two apps with Notis in the middle.
Zendesk and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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