Keep requested documents from getting lost
Notis can pull out the documents a customer asked for and save the request in Drive for a quick fulfillment check.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Create a File from Text
Creates a new file in google drive from provided text content (up to 10mb), supporting various formats including automatic conversion to google workspace types.
Why this helps
A request for a policy, form, or guide can be easy to overlook among the rest of a support conversation.
- See requested materials in one concise note
- Make document fulfillment easier to review
- Avoid mistaking an implied need for an explicit request
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Google Drive once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to list only documents the customer explicitly requested and to flag any ambiguous request for review.
- 4Choose the New Zendesk Ticket trigger and select where run reports should go.
- 5Test with one real ticket and confirm the request list is faithful to the customer's words.
Questions about this workflow
Will it find and share the requested Drive files?
No. This workflow records the request. It does not search for or share files.
What if the customer does not name a document?
Ask Notis to describe the request as ambiguous and leave fulfillment for review.
Can it create a note for every new ticket?
The trigger runs for new tickets in the selected Zendesk view. The instruction can tell Notis to create a note only when a document request is present.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Google Drive. A trigger fires from one place; an action lands in another.
Zendesk triggers
Google Drive actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add file sharing preference
Modifies sharing permissions for an existing google drive file, granting a specified role to a user, group, domain, or 'anyone'.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Copy file
Duplicates an existing file in google drive, identified by its `file id`.
New User Created
Triggered when a new user is created in Zendesk.
Create Comment
Tool to create a comment on a file. use when you need to add a new comment to a specific file in google drive.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Create Shared Drive
Tool to create a new shared drive. use when you need to programmatically create a new shared drive for collaboration or storage.
Create File or Folder
Creates a new file or folder with metadata. use to create empty files or folders, or files with content by providing it in the request body (though this action primarily focuses on metadata creation).
Create a File from Text
Creates a new file in google drive from provided text content (up to 10mb), supporting various formats including automatic conversion to google workspace types.
Create a folder
Creates a new folder in google drive, optionally within a parent folder specified by its id or name; if a parent name is provided but not found, the action will fail.
Create Reply
Tool to create a reply to a comment in google drive. use when you need to respond to an existing comment on a file.
Connect any two apps with Notis in the middle.
Zendesk and Google Drive, 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 Google Drive.