How to Connect Freshdesk as Data Destination
The integration will allow you to create new contacts and tickets in Freshdesk, as well as update and add information to tickets based on data from other systems. For example, you can transfer contact data from your website, landing page, or Google Sheets to Freshdesk and process it in one place. The integration will allow you to automate the data processing process as efficiently as possible.
Let's go through the entire Freshdesk setup steps together!
Navigation:
1. What will integration with Freshdesk do?
2. How to connect your Freshdesk account to ApiX-Drive?
3. How to set up data transfer to Freshdesk in the selected action?
4. An example of the data will be sent to your Freshdesk.
5. Auto-update and update interval.
Once you've set up your Data Source system, such as Google Sheets, you can set up Freshdesk as your Data Destination.
To do this, click "Start Configuring Data Destination".
Select the system as Data Destination. In this case, you need to specify Freshdesk.
Next, you need to specify an action, for example, "Create CONTACT".
- Create CONTACT - ApiX-Drive will create a new contact based on the data from the Data Source.
- Create TICKET - ApiX-Drive will create a new ticket based on the data from the Data Source.
- Update TICKET - ApiX-Drive will update the information in an existing ticket based on the data from the Data Source
- Add REPLAY to a ticket - ApiX-Drive will add a response to an existing ticket based on the data from the Data Source
The next step is to select the Freshdesk account from which will get the data.
If there are no accounts connected to the system, click "Connect account".
Specify your domain and API key to connect to your Freshdesk account.
Fill in the fields with the appropriate values, where:
Domain - the domain name of your Freshdesk account, without the additional characters https://, /, etc.
The API key is the key to connect to your Freshdesk account.
After that, the page will reload and the saved account will be automatically selected.
If this does not happen, select the created account in the list.
The API key is located in the "Profile settings" section.
Now you need to set up the connection of the fields of the Data Source using the example of Google Sheets with the corresponding fields in Freshdesk.
In order to add a variable, click on the field to which you need to transfer data and select the desired variable from the drop-down list. If necessary, you can write the data manually.
Now you can see the test data.
To check the correctness of the settings - click "Send test data to Freshdesk " and go to your Freshdesk to check the result.
If something does not suit you - click "Edit" and go back one step.
If everything suits you, click "Next".
Note! When creating a new CONTACT, our system does not take into account your configured custom row in Freshdesk, which is marked as required, in the Company data row.
Also, when creating new TICKETS, our system does not take into account the data row about the Company and the Contact your configured custom row in Freshdesk, which are marked as mandatory.
To successfully connect, cancel the required row in the Freshdesk account.
This completes the Data Destination system setup!
Now you can start choosing the update interval and enabling auto-update.
To do this, click "Enable update".
On the main screen, click on the gear icon to select the required update interval or setup scheduled launch. To start the connection by time, select scheduled start and specify the desired time for the connection update will be started, or add several options at once when you need the connection will be started.
Attention! In order for the scheduled launch to work at the specified time, the interval between the current time and the specified time must be more than 5 minutes. For example, you select the time 12:10 and the current time is 12:08 - in this case, the automatic update of the connection will occur at 12:10 the next day. If you select the time 12:20 and the current time is 12:13 - the auto-update of the connection will work today and then every day at 12:20.
To make the current connection transmit data only after another connection, check the box "Update connection only after start other connection" and specify the connection after which the current connection will be started.
To enable auto-update, switch the slider to the position as shown in the picture.
To perform a one-time data transfer, click on the arrow icon.
This completes the setup Freshdesk as a Data Destination! See how easy it is!?
Now don't worry, ApiX-Drive will do everything on its own!