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Notis

Create a research channel for repeated ticket topics

Give a persistent customer question a shared place for evidence and decisions.

Trigger

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

Action

Create Topic

Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.

Why this helps

Repeated topics remain spread across support views and temporary team chats.

  • Organizes ongoing investigation
  • Makes ownership visible
  • Prevents duplicated research

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and Dovetail once in Notis.
  • 2Create an automation named Ticket Topic Research Channel.
  • 3Tell Notis to check for an existing matching channel and create one only for a confirmed repeated topic.
  • 4Pick New Zendesk Ticket as the trigger and choose a report channel.
  • 5Test with a ticket that clearly repeats an existing concern.

Questions about this workflow

Can it create a channel for every ticket?

No. Instruct Notis to require evidence of repetition and skip channel creation when the topic is isolated.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Zendesk to Dovetail. A trigger fires from one place; an action lands in another.

Zendesk triggers

Dovetail actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Channel

Tool to create a new channel in dovetail. use after confirming channel details.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Contact

Tool to create a new contact in dovetail. use when you need to register a contact before logging interactions.

ActionInstant

New User Created

Triggered when a new user is created in Zendesk.

TriggerInstant

Create Data Point

Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.

ActionInstant

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

TriggerPolling

Create Insight

Tool to create a new insight in dovetail. use after synthesizing findings when ready to store them. example: "create insight 'q1 user trends' with body '...' for project 'proj 123'."

ActionInstant

Create Topic

Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.

ActionInstant

Delete Channel

Tool to delete an existing channel. use when you need to remove a channel and move it to the project's trash (restorable for 30 days). confirm the channel id before calling.

ActionInstant

Delete Topic

Tool to delete an existing topic. use when you have confirmed the topic id and want to move it to trash (restorable for 30 days). example: "delete topic with id 123e4567-e89b-12d3-a456-426614174000."

ActionInstant

Get Note

Tool to retrieve details of a specific note. use when you have confirmed the note id and need full note metadata from dovetail.

ActionInstant

Connect any two apps with Notis in the middle.

Zendesk and Dovetail, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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