Inspect the right Documint template before replying
Give Notis the template to inspect when a ticket arrives, so you can confirm its current layout and settings before responding.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
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.
Why this helps
Support teams can waste time using an outdated template when a ticket needs a formal document.
- Check template details before using them
- Catch outdated settings earlier
- Keep support replies aligned with approved document formats
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Documint in the Notis portal once.
- 2Create a new automation with a clear name for template inspection.
- 3Tell Notis to retrieve the specified Documint template when a new ticket arrives and summarize its details.
- 4Pick New Zendesk Ticket as the trigger and choose a report channel.
- 5Test with one real ticket and confirm the returned template information.
Questions about this workflow
Do I need to provide a template id?
Yes. The instruction should identify the Documint template to retrieve.
Can Notis change the template here?
No. This workflow only retrieves template details for review.
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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.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
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