Keep Documint templates current with support feedback
Turn repeated customer friction into a focused template update request while the context is still fresh in Zendesk.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
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.
Why this helps
Template improvements get lost when support feedback stays buried in ticket history.
- Capture improvement requests at the moment they appear
- Reduce handoffs between support and document owners
- Keep approved templates aligned with real customer needs
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Documint in the Notis portal once.
- 2Create a new automation for support driven template updates.
- 3Tell Notis to update the specified Documint template based on the new ticket details and your approved change rules.
- 4Pick New Zendesk Ticket as the trigger and choose a report channel.
- 5Test with one real feedback ticket and inspect the update report.
Questions about this workflow
Will every ticket change the template?
The prompt should define which ticket feedback qualifies for an update and what approved changes are allowed.
Can I review the result?
Yes. Send run reports to your chosen channel and review the update outcome.
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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.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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