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Find relevant Elasticsearch knowledge when a Zendesk ticket arrives

Give each new ticket a useful starting point by searching your indexed documents for matching guidance and context.

Trigger

New Zendesk Ticket

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

Action

Query Index

Searches an Elasticsearch index for documents.

Why this helps

Support work slows down when agents have to leave a ticket, search separate knowledge stores, and piece together the right context.

  • Surface potentially useful indexed documents alongside new ticket context.
  • Reduce manual searching across support and knowledge tools.
  • Receive a concise report to review before responding.

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and Elasticsearch once in the Notis portal.
  • 2Create an automation in the portal or tell Notis to create one from any channel.
  • 3In one instruction, ask Notis to search the relevant Elasticsearch index using each new ticket's subject and description, then summarize matching documents with their source details.
  • 4Choose the New Zendesk Ticket trigger and select where run reports should go.
  • 5Test with one real ticket and review the search summary.

Questions about this workflow

Does this send a reply to the Zendesk customer?

No. The available Elasticsearch action searches an index and returns results. This workflow reports relevant context for you to review.

Which Elasticsearch index should it search?

Name the index in your instruction. If you are unsure about its structure, use the Get Index Schema action in a separate automation to inspect its mapping.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Zendesk triggers

Elasticsearch actions

Recurring trigger

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

TriggerScheduled

Get Index Schema

View the structure and field mappings of an index.

ActionInstant

Webhook trigger

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

TriggerInstant

List Indices

Lists available Elasticsearch indices.

ActionInstant

New User Created

Triggers when a new user is created.

TriggerInstant

Query Index

Searches an Elasticsearch index for documents.

ActionInstant

New Zendesk Ticket

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

TriggerPolling

Ping Cluster

Pings the cluster to check its connectivity and health.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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