Match new Zendesk users to Datascope customer records
Connect a new support identity to the operational record your team already uses.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Get all list elements
Tool to retrieve all items from a specific metadata list in Datascope. Use when you need to fetch all elements belonging to a particular list type (products, locations, customers, etc.).
Why this helps
Customer onboarding stalls when support and field systems use different names for the same account.
- Finds matching customer records
- Highlights naming mismatches
- Accelerates account setup
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Datascope once in the Notis portal.
- 2Create an automation instructing Notis to search the Datascope customer list for each new Zendesk user.
- 3Pick New User Created as the trigger.
- 4Select where run reports go and test with one user record.
Questions about this workflow
What if multiple customers match?
Ask Notis to list all plausible matches and flag the record for review.
Can it create a customer automatically?
This workflow only retrieves list elements; creation is not one of the allowed Datascope actions here.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Datascope. A trigger fires from one place; an action lands in another.
Zendesk triggers
Datascope actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Location
Tool to create a new location in DataScope with geographic coordinates. Use when you need to register a physical location with name and code identifiers.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get All Answers V2
Tool to retrieve last answers from Datascope forms (limit 200 per request). Use when you need to fetch form submissions with optional filtering by form, user, date range, or location. Supports pagination via offset parameter for retrieving additional batches.
New User Created
Triggered when a new user is created in Zendesk.
Get All Answers With Metadata
Tool to retrieve all answers with metadata from the DataScope platform. Returns up to 600 form answers with form metadata, user information, timestamps, and GPS coordinates. Use when you need to fetch submission data with filtering options by form, user, date range, or location.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Get all list elements
Tool to retrieve all items from a specific metadata list in Datascope. Use when you need to fetch all elements belonging to a particular list type (products, locations, customers, etc.).
Get All Locations
Tool to retrieve all locations configured in the DataScope system. Use when you need to access location data including addresses, coordinates, and company associations.
Get Last Tickets
Tool to retrieve the last 5 tickets (findings) from the DataScope system. Use when you need to view recent tickets or findings.
Get List Element
Tool to retrieve a specific element from a metadata list by type and ID. Use when you need to fetch detailed information about a specific list element such as locations, products, or other metadata objects.
Get Ticket Types
Tool to retrieve available ticket types (findings types) from the DataScope system. Use when you need to access the list of ticket type configurations.
Connect any two apps with Notis in the middle.
Zendesk and Datascope, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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