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This application needs additional settings. Please follow the documentation below to create your own connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…).. |
With Freshdesk modulesa module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. in Boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! IntegratorPart of the Boost.space system, where you can create your connections and automate your processes., you can manage the events, tickets, conversations, contacts, companies, forums, and agents in your Freshdesk account.
To use the Freshdesk modules, you must have a Freshdesk account. You can create an account at freshdesk.com.
Refer to the Freshdesk API documentation for a list of available endpoints.
To establish the connection, you must:
To obtain your API key from your Freshdesk account:
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Log in to your Freshdesk account.
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In the upper-right corner, click on your profile picture and select Profile Settings.
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In the right sidebar, click the View API key button.
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Copy the API key value shown and store it in a safe place.
You will use this value in the API key field in Boost.space Integrator.
Note | |
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At the time of this publication, all steps for Obtain your API key in Freshdesk were checked and verified to be accurate. However this may have changed, so please see the Freshdesk Support documentation for the most up-to-date directions. |
To establish the connection in Boost.space Integrator:
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Log in to your Boost.space Integrator account, add a Frsehdesk modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. to your scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive., and click Create a connection.
Note: If you add a module with an
instant
tag, click Create a webhookA webhook is a way for an app to send real-time information to a specific URL in response to certain events or triggers., then Create a connection. -
Optional: In the Connection name field, enter a name for the connection.
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In the API Key field, enter the API key copied above.
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In the Company name field, enter your domain name. If your Freshdesk URL is
https://abc.freshdesk.com
then enter abc here. -
Click Save.
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If prompted, authenticate your account and confirm access.
You have successfully established the connection. You can now edit your scenario and add more Freshdesk modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.
This app uses webhooks to triggerThe initial event that starts a scenario. It can be an action, a scheduled time, or a custom event, and is essential to define at the beginning of each scenario. a scenario when an event occurs instantly. All webhook modules have an instant
tag next to their name.
To set up a webhook, follow these steps:
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Add an Freshdesk
instant
module to your scenario and click Create a webhook. -
Optional: Enter a name for the webhook in the Webhook name field.
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Select the corresponding connection for the webhook in the Connection field.
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Click Save > Copy address to clipboard.
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Log in to your Freshdesk account.
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Follow the directions as outlined in the Freshdesk Using Webhooks in Automation documentation.
Freshdesk will now send data to Boost.space Integrator through the webhook when the selected event occurs.
Build Freshdesk ScenariosA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive.
After connecting the app, you can perform the following actions:
Event
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Watch Events
Ticket
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Watch Tickets
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Search Tickets by Query
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Search/List Tickets
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List Ticket Conversations
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List Time Entries
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List Satisfaction Ratings
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Get a Ticket
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Create a Ticket
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Create an Outbound Email
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Update a Ticket
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Delete a Ticket
Conversation
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Create a Reply
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Create a Note
Contact
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Watch Contacts
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Search Contacts
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Search/List Contacts
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Get a Contact
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Create a Contact
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Update a Contact
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Delete a Contact
Company
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Search Companies
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Get a Company
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Create a Company
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Update a Company
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Delete a Company
Forum
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Create a Forum
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Create a Forum Category
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Create a Forum Topic
Other
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Get an Agent
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Make an API Call