Check Docupilot folders when new tickets arrive
See the available document spaces before deciding where a new support case belongs.
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
Teams lose time searching for the right existing folder or create duplicates by guesswork.
- Shows current folder options at ticket intake
- Reduces duplicate workspace creation
- Supports consistent routing decisions
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Docupilot once in Notis.
- 2Create an automation for ticket folder lookup.
- 3Tell Notis to list all Docupilot folders and report the best existing folder for the new ticket.
- 4Pick the Zendesk New Zendesk Ticket trigger.
- 5Choose a report channel, then test with one real ticket.
Questions about this workflow
Does this workflow create a folder?
No. It lists available folders so Notis can help you choose an existing workspace.
Can Notis decide based on ticket details?
Yes, when the relevant ticket context and your routing rule are available.
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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