Review Documint documents when a Zendesk escalation fires
Trigger a focused document inventory at the moment an escalation needs attention, without opening another queue manually.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
Why this helps
Escalations can require document checks, but the relevant document inventory is easy to overlook.
- Create a consistent escalation review step
- Reduce manual document searches
- Keep follow-up tied to the escalation event
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Documint in the Notis portal once.
- 2Create a new automation and describe the escalation document review outcome.
- 3Tell Notis to list Documint documents for each escalation payload and summarize the results.
- 4Choose a Notis webhook trigger and choose a report channel.
- 5Send one real escalation request to test the workflow.
Questions about this workflow
How does this workflow start?
An HTTP request sent to the Notis webhook starts it.
Does the webhook need a Zendesk ticket id?
Include any identifier your review prompt needs in the request payload.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Documint. A trigger fires from one place; an action lands in another.
Zendesk triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Tool to permanently delete a single template by its id. use when you need to remove an outdated or unused template; ensure the template id is correct before calling.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Template
Tool to retrieve a single template by its id. use when you need to fetch details of a specific template before generating documents.
New User Created
Triggered when a new user is created in Zendesk.
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
Update Template
Tool to update a single template by its id. use when you need to modify an existing template's settings or layout after fetching its current details.
Connect any two apps with Notis in the middle.
Zendesk and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Documint.