Find the right Docmosis template from a ticket
Turn a support request into a clear shortlist of usable templates.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Docmosis: List Templates
Tool to list all templates available in the environment. Use when you need to retrieve template names, optionally filtered by folder with pagination support.
Why this helps
Searching template libraries interrupts triage and makes document requests easy to overlook.
- Shortens template discovery
- Keeps triage in one workflow
- Reduces duplicate searching
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Docmosis once in Notis.
- 2Create an automation named Ticket template availability check.
- 3Tell Notis to identify the document need in each new ticket and list matching Docmosis templates.
- 4Pick New Zendesk Ticket as the trigger.
- 5Choose a report channel and test with one real ticket.
Questions about this workflow
How does Notis know what to search for?
It reads the new ticket context and uses your instruction to find relevant template names.
Does this upload or edit templates?
No. It lists templates available in Docmosis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Docmosis. A trigger fires from one place; an action lands in another.
Zendesk triggers
Docmosis actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Docmosis: Delete Image(s)
Tool to delete one or more stored images. Use when you need to remove images; ensure imageName(s) are valid before use.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Docmosis: Delete Template(s)
Tool to delete one or more templates from the environment. Use when you need to remove templates; multiple templates can be deleted in a single request.
New User Created
Triggered when a new user is created in Zendesk.
Docmosis Environment Ready
Tool to verify environment readiness. Use when ensuring the environment is active and within quota before rendering documents.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Docmosis Environment Summary
Tool to retrieve environment summary. Use when you need status, plan, and quota details of your Docmosis environment after authentication.
Docmosis: Get API Key
Tool to extract the Docmosis API access key from connection metadata. Use before other Docmosis API calls to retrieve the Bearer token from the Authorization header.
Get Batch Upload Status
Tool to check the status of a template batch upload job. Use when monitoring batch upload progress or checking if a batch upload has completed.
Download Docmosis Images
Tool to download one or more images. Use when you need to retrieve stored image files by name. If multiple names provided, images are returned in a zip archive.
Get Docmosis Render Queue
Tool to get current render queue status and utilization. Use when monitoring queue capacity before scheduling rendering tasks.
Connect any two apps with Notis in the middle.
Zendesk and Docmosis, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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