An automated workflow using integromat
Connects Freshdesk + Toodledo
Add new Freshdesk tickets to Toodledo as tasks
About this workflow template
This automation scenario allows you to connect Freshdesk and Toodledo
It can be build using Integromat, a no-code workflow automation tool. Integromat 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
Freshdesk and Toodledo can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Freshdesk
Watch Tickets in Freshdesk
Triggers when a new ticket is created or updated.
Then this action happens in Toodledo
Add a Task in Toodledo
Adds a task. Tasks allow users to keep track of the things that they need to do. This helps them stay organized and be more productive.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add new Freshdesk tickets to Toodledo as tasks.
Part I
Configure Applications
First, we need to connect Freshdesk and Toodledo to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Freshdesk to Make.com.
Give Make.com access to your Freshdesk account, using Freshdesk credentials.
Connect Toodledo to Make.com.
Give Make.com access to your Toodledo account, using Toodledo credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Freshdesk
Choose the following trigger: Watch Tickets (Triggers when a new ticket is created or updated.).
Then set up an Action for Toodledo
Choose this action: Add a Task (Adds a task. Tasks allow users to keep track of the things that they need to do. This helps them stay organized and be more productive.).
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 Freshdesk and Toodledo.
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 Add new Freshdesk tickets to Toodledo as tasks!
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
Add a task
This Action will add a new task to the folder you specify.
actionbyiftttintegromatCreate task
This action will create a task with no folder assigned.
actionbyzapierpabbly-connectAdd a note
This Action will add a new note to the folder you specify.
actionbyiftttintegromatCreater folder
Create a new folder.
actionbyzapierCreate note
This action will create a new note.
actionbyzapierpabbly-connectGet a task
Retrieves a task.
actionbyintegromat
Apps you need
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.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
