Find the right workspace for refund tickets
Route refund cases into an existing document structure without duplicate searching.
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
Refund work crosses support and finance, so the right workspace is easy to miss.
- Surfaces existing refund workspaces
- Improves finance handoffs
- Reduces duplicate folder decisions
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Docupilot once in Notis.
- 2Create an automation for refund folder lookup.
- 3Tell Notis to list all Docupilot folders and identify the best existing workspace for a refund related ticket.
- 4Pick the Zendesk New Zendesk Ticket trigger.
- 5Choose a report channel, then test with one real refund ticket.
Questions about this workflow
Does it create a new refund folder?
No. This workflow lists existing folders and reports the best match.
What if no refund workspace exists?
Ask Notis to report that no suitable folder was found.
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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