Find the right Documint template for every new Zendesk ticket
Stop hunting through document templates while a customer waits. Let Notis surface the available Documint templates as soon as a Zendesk ticket arrives.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
Why this helps
Finding the correct document template during ticket handling creates context switching and slows customer follow-up.
- See available templates without leaving your support workflow
- Reduce time spent searching for document starting points
- Keep document choices consistent across support requests
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Documint in the Notis portal once.
- 2Create a new automation and name the template review workflow.
- 3Tell Notis to list Documint templates relevant to each new Zendesk ticket.
- 4Pick New Zendesk Ticket as the trigger and choose a report channel.
- 5Test it with one real ticket and review the returned template list.
Questions about this workflow
Does this create a document automatically?
No. It lists your authenticated Documint templates so you can choose the right next step.
Which Zendesk event starts the workflow?
A new ticket created in the specified Zendesk view starts it.
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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.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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