Read the relevant Dropbox policy for each new ticket
Keep support decisions aligned with the policy your team has approved.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Read a file
Downloads a file from the specified dropbox path, requiring `files.content.read` scope.
Why this helps
Agents make inconsistent decisions when policy documents are hard to find during live support.
- Improve decision consistency
- Reduce policy searching
- Support safer escalations
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Dropbox in Notis once.
- 2Create the automation and instruct Notis to read the relevant Dropbox policy and summarize the passages that apply to each new ticket.
- 3Pick New Zendesk Ticket as the Zendesk trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real ticket event.
Questions about this workflow
Can different ticket topics use different policies?
Yes. Describe how Notis should choose the Dropbox policy path.
Does this change the policy file?
No. The action reads the file and reports the relevant guidance.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Dropbox. A trigger fires from one place; an action lands in another.
Zendesk triggers
Dropbox actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create file request
Tool to create a new file request in dropbox. use when you need to request files from others by generating a unique link for uploads to a specified dropbox folder, optionally with a deadline.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create folder
Tool to create a new folder at a specified path in dropbox. use when you need to organize files by creating a new directory. requires the 'files.content.write' scope.
New User Created
Triggered when a new user is created in Zendesk.
Create paper document
Creates a new dropbox paper document at the specified path using html or markdown content.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Delete file or folder
Permanently deletes the file or folder at the specified path in dropbox. use when you need to remove a specific file or folder. requires the `files.content.write` scope.
Get about me
Tool to get information about the current user's dropbox account. use when you need to retrieve account details like email, name, or account type.
List files in folder
Tool to list files and folders in a specified dropbox directory. use when you need to see the contents of a folder, including subfolders if recursive is true.
List folder contents
Retrieves a list of folders, files, and deleted entries from a specified dropbox path.
Move file or folder
Move file or folder
Connect any two apps with Notis in the middle.
Zendesk and Dropbox, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Dropbox.