Find the right Docupilot knowledge workspace
Route knowledge related support work into the workspace your team already trusts.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
List all folders
Tool to list all folders. use after authentication to fetch available workspace folders.
Why this helps
Potential knowledge improvements get buried inside individual tickets and are difficult to revisit.
- Surfaces existing knowledge workspaces
- Makes article improvement work easier to route
- Reduces duplicate folders
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Docupilot once in Notis.
- 2Create an automation for knowledge workspace lookup.
- 3Tell Notis to list all Docupilot folders and identify the best existing workspace for a ticket that suggests knowledge work.
- 4Pick the Zendesk New Zendesk Ticket trigger.
- 5Choose a report channel, then test with one real ticket.
Questions about this workflow
Does this create or edit an article?
No. It lists Docupilot folders and reports a suitable workspace based on your instruction.
How should knowledge work be identified?
Use ticket context available in Zendesk, such as wording that indicates a documentation gap.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Docupilot. A trigger fires from one place; an action lands in another.
Zendesk triggers
Docupilot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
New User Created
Triggered when a new user is created in Zendesk.
List all folders
Tool to list all folders. use after authentication to fetch available workspace folders.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Get Authenticated User
Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.
Connect any two apps with Notis in the middle.
Zendesk and Docupilot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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