Turn new Zendesk tickets into Docsbot support briefs
Give every new customer issue a clear next step before it gets lost in the queue.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Generate Conversation Ticket
Tool to generate a structured support ticket from a chat agent conversation. use when you need to convert an existing conversation into a ready-to-submit helpdesk ticket.
Why this helps
Important context is scattered across ticket replies, making handoffs slow and incomplete.
- Standardize ticket summaries
- Reduce manual copy and paste
- Make escalation reviews faster
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Docsbot ai once in the Notis portal.
- 2Create an automation with a clear name and prompt.
- 3Tell Notis to turn each new ticket conversation into a structured support brief with issue, impact, evidence, and next step.
- 4Pick New Zendesk Ticket as the trigger and choose a report channel.
- 5Test it with one real ticket and review the run report.
Questions about this workflow
What does the workflow use as input?
It uses the conversation and available details from each newly created Zendesk ticket.
Where does the result appear?
The generated support ticket is created in Docsbot ai, with run updates sent to your chosen report channel.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Docsbot ai. A trigger fires from one place; an action lands in another.
Zendesk triggers
Docsbot ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Bot
Tool to create a new bot within a team. use when you have a valid team id and want to provision a new bot.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Bot
Tool to delete a specific bot by its id. use after confirming the bot id is correct to permanently remove a bot from the system.
New User Created
Triggered when a new user is created in Zendesk.
Generate Conversation Ticket
Tool to generate a structured support ticket from a chat agent conversation. use when you need to convert an existing conversation into a ready-to-submit helpdesk ticket.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Get Bot Details
Tool to fetch details of a specific bot by id within a team. use after confirming valid team and bot ids.
Get Team Details
Tool to fetch details of a specific team by its id. use when you need full team info including members and settings after confirming the team id.
List Team Bots
Tool to list all bots for a given team. use after confirming the team id to retrieve all associated bots for that team.
List Questions
Tool to list all questions asked of a specific bot. use after confirming the bot's identifier. example: "list questions for bot abc123 with status 'unanswered'."
List Bot Sources
Tool to list all sources for a specific bot. use when you need to retrieve paginated source lists after confirming the bot's identifier.
Connect any two apps with Notis in the middle.
Zendesk and Docsbot ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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