This automation scenario allows you to connect Freshdesk and Freshservice
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots 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
Freshdesk and Freshservice can also be integrated using automation tools other than zapier:
When this trigger fires in Freshdesk
Triggers when there is a new ticket is created in Freshdesk.
Then this action happens in Freshservice
Create a ticket in Freshservice for your domain.
This guide contains information on how to set up an automatic workflow that allows to Send Freshdesk tickets to Freshservice.
Part I
First, we need to connect Freshdesk and Freshservice to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Freshdesk to Zapier.
Give Zapier access to your Freshdesk account, using Freshdesk credentials.
Connect Freshservice to Zapier.
Give Zapier access to your Freshservice account, using Freshservice credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Freshdesk
Choose the following trigger: New Ticket (Triggers when there is a new ticket is created in Freshdesk.).
Then set up an Action for Freshservice
Choose this action: Create Ticket (Create a ticket in Freshservice for your domain.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Freshdesk and Freshservice.
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 Send Freshdesk tickets to Freshservice!
Triggers when there is a new ticket is created in Freshdesk.
Triggers when a new customer is created.
Triggers when a Ticket is updated.
Triggers when a Note is added to a Ticket.
Triggers when a new ticket is created or updated.
Triggers when a user is updated.
Create a ticket in Freshservice for your domain.
Creates a new problem.
Add Private or Public notes to a Freshservice Support Ticket.
Allows you to create a Requester in Freshservice for your support domain.
Creates a new change.
Creates a new release.
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.
Freshservice is a cloud-based IT service management solution based on the ITIL framework. It provides a refreshing user experience and innovative features that streamline IT operations, including incident, problem, change, release, and asset management. Freshservice is trusted by over 40,000 customers worldwide, including Bridgestone, HP, and Panasonic, to improve their IT service delivery and operations.
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.