Find Docnify documents when a Zendesk ticket arrives
Give every new support case a quick document check before work gets scattered.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
List Documents
Tool to list documents in the Docnify account.
Why this helps
Support work stalls when agents must switch apps and manually search for related signing documents.
- Reduce app switching
- Surface signing work early
- Give agents a repeatable first step
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Docnify in Notis once.
- 2Create an automation and describe that each new ticket should prompt a Docnify document search using the ticket details.
- 3Choose the Zendesk New Zendesk Ticket trigger.
- 4Pick a report channel, then test with one real ticket.
Questions about this workflow
What if the ticket has no document reference?
Ask Notis to list likely documents from the ticket context and report that the match needs review.
Does this send anything for signature?
No. This workflow only lists documents.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Docnify. A trigger fires from one place; an action lands in another.
Zendesk triggers
Docnify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Document Recipient
Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Fields
Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.
New User Created
Triggered when a new user is created in Zendesk.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
List Documents
Tool to list documents in the Docnify account.
Connect any two apps with Notis in the middle.
Zendesk and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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