Give new ticket customers a clear support menu
A compact menu can help customers choose the next useful step without searching through old messages.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Send interactive list
Send an interactive list message to a whatsapp number. list messages allow users to select from up to 10 options in a structured format. great for menus, catalogs, or choices. note: the message will be delivered to the recipient only if they have texted first.
Why this helps
Customers may not know where to find common support resources or which follow-up path fits their issue.
- Present a few relevant next steps in one message.
- Make common support paths easier to find.
- Reduce repetitive direction giving.
Setup
Build it in a few focused steps.
- 1Connect Zendesk and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to send a short WhatsApp list of approved support options relevant to a new ticket, using only resources you provide or that are available in the event.
- 4Pick the Zendesk New Zendesk Ticket trigger and choose where run reports go.
- 5Test with one real example and verify the options are accurate and useful.
Questions about this workflow
Can Notis invent support links for the menu?
No. Supply the approved destinations or ensure they are available to Notis. The event description does not provide a catalog of support resources.
How many options can the list contain?
The Send interactive list action supports up to 10 options.
Is the menu guaranteed to reach every customer?
No. The action notes that list messages are delivered only if the customer has texted first.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Whatsapp. A trigger fires from one place; an action lands in another.
Zendesk triggers
Whatsapp actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create message template
Create a new message template for the whatsapp business account. templates must be approved by whatsapp before they can be used. templates are required for marketing messages and messages sent outside the 24-hour window.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete message template
Delete a message template from the whatsapp business account. this permanently removes the template and it cannot be recovered. only delete templates that are no longer needed.
New User Created
Triggered when a new user is created in Zendesk.
Get business profile
Get the business profile information for a whatsapp business phone number. this includes business details like description, address, website, and contact info.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Get media
Get information about uploaded media including a temporary download url. the download url is valid for 5 minutes and can be used to retrieve the actual media file. this is useful for downloading media that was sent to your whatsapp number.
Get media info
Get metadata about uploaded media without generating a download url. this is useful for checking file size, type, and hash without downloading the file. use get media if you need the actual download url.
Get message templates
Get all message templates for the whatsapp business account. templates are required for sending messages outside the 24-hour window and for marketing/utility messages.
Get phone number
Get details of a specific phone number associated with a whatsapp business account.
Get phone numbers
Get all phone numbers associated with a whatsapp business account (waba).
Connect any two apps with Notis in the middle.
Zendesk and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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