An automated workflow using zapier
Connects 8x8 + Freshdesk
Create Freshdesk tickets based from new 8x8 SMS messages
About this workflow template
This automation scenario allows you to connect 8x8 and Freshdesk
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
8x8 and Freshdesk can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in 8x8
New SMS Received in 8x8
Triggers when an SMS is sent to your virtual number.
Then this action happens in Freshdesk
Create Ticket in Freshdesk
Create a ticket in Freshdesk for your domain.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Freshdesk tickets based from new 8x8 SMS messages.
Part I
Configure Applications
First, we need to connect 8x8 and Freshdesk to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect 8x8 to Zapier.
Give Zapier access to your 8x8 account, using 8x8 credentials.
Connect Freshdesk to Zapier.
Give Zapier access to your Freshdesk account, using Freshdesk credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for 8x8
Choose the following trigger: New SMS Received (Triggers when an SMS is sent to your virtual number.).
Then set up an Action for Freshdesk
Choose this action: Create Ticket (Create a ticket in Freshdesk for your domain.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between 8x8 and Freshdesk.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create Freshdesk tickets based from new 8x8 SMS messages!
Related Automation Templates
Supported triggers and actions
New ticket
Triggers when there is a new ticket is created in Freshdesk.
triggerbyzapierautomateiopabbly-connectpipedreamNew contact
Triggers when a new customer is created.
triggerbyzapierautomateiopipedreamUpdate ticket
Triggers when a Ticket is updated.
triggerbyzapierautomateiopabbly-connectintegratelyNew ticket note
Triggers when a Note is added to a Ticket.
triggerbyzapierWatch tickets
Triggers when a new ticket is created or updated.
triggerbyintegromatUpdate contact
Triggers when a user is updated.
triggerbyzapierpabbly-connectintegrately
Send single sms
Sends an SMS to a given phone number
actionbyzapierSend bulk sms
Send bulk messages
actionbyzapierSend single chat app message
Sends a single chatapp message
actionbyzapierMake an api call
Performs an arbitrary authorized API call.
actionbyintegromatSend a bulk sms
Sends SMS by batches.
actionbyintegromatSend a single chat app message
Sends a ChatApps message.
actionbyintegromat
Apps you need
8x8
A cloud-based voice, contact center, video, mobile and unified communications for businesses
Freshdesk is an award-winning, cloud-based helpdesk software that streamlines customer service across multiple channels, including email, phone, chat, web, and social media. Manage SLAs and automate workflows to enhance support team productivity.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
