Keep Zendesk ticket context with the Salesforce record
Give Salesforce users the support context they need by turning a relevant Zendesk ticket into a note on the specified record.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Teams lose time piecing together customer history when important support conversations are separated from Salesforce records.
- Keep relevant support context near a Salesforce record.
- Reduce context switching when preparing for customer conversations.
- Summarize ticket details in a durable note.
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which tickets merit a Salesforce note, what context to include, and how to obtain a valid Salesforce record reference.
- 4Pick the New Zendesk Ticket trigger and choose where run reports should go.
- 5Test with one real ticket and verify the note is attached to the intended record.
Questions about this workflow
Can Notis find the Salesforce record from a Zendesk ticket automatically?
This workflow uses the Salesforce record reference available in the ticket or supplied in your instruction. The listed note action does not search Salesforce for a matching record.
Can the note summarize the ticket?
You can ask Notis to summarize the ticket using the event details, while keeping the summary limited to information the ticket contains.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Salesforce. A trigger fires from one place; an action lands in another.
Zendesk triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New User Created
Triggered when a new user is created in Zendesk.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Zendesk and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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