Send documents for signature from Zendesk tickets
Move a clear signing request forward while it is still fresh in the queue.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Send Document
Tool to send a document for signing. Use after confirming the document's ID, adding recipients, and uploading content.
Why this helps
Signing requests sit in support queues while someone manually starts the Docnify send process.
- Reduce handoff delays
- Keep signing requests moving
- Create a consistent send step
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Docnify in Notis once.
- 2Create an automation instructing Notis to send only the confirmed document when the ticket explicitly requests signature and the required recipient details are present.
- 3Choose the New Zendesk Ticket trigger.
- 4Choose where run reports go, then test with one approved signing ticket.
Questions about this workflow
Will every new ticket send a document?
No. Tell Notis to act only when the ticket explicitly requests signing and includes the needed confirmation.
What if recipient details are incomplete?
Notis reports the missing details instead of sending.
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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