Freshdesk

Freshdesk (opens new window) is a customer support software and ticketing system that helps companies provide a greater customer support experience. It enables ease of collaboration across agents, equips customers with the ability to self-service, and provides reporting and analytics for greater insights into your team's performance.

Freshdesk is a Workato community connector that provides bi-directional syncs for 1000+ apps. You can integrate popular apps with Freshdesk including Salesforce, Google Sheets, Trello, and Intercom.

Freshdesk integration scenarios include bi-directional syncs between new or updated:

• Freshdesk tickets to Salesforce cases
• Freshdesk tickets to ServiceNow incident
• Freshdesk contacts to Salesforce contacts
• Freshdesk users to Intercom users
• Freshdesk ticket to a message posted on a Slack channel

Prerequisites

Ensure you have completed the following steps before using the Freshdesk connector in Workato:

• Download Freshdesk from the community
• View API key in Freshdesk

Download Freshdesk from the community

Complete the following steps to install the Freshdesk connector from the community library (opens new window):

1

Open the recipe editor and search for a connector. Alternatively, you can search for a connector in the community library (opens new window).

Search for community connectors in the recipe editor

2

Select the community connector you plan to install.

3

Click Install to install the connector from the community library.

Click Install

4

Select Release connector. Alternatively, select Review code to review and modify the connector code before releasing it to the workspace.

Release the connector

5

Summarize any changes you made to the connector, then click Release to allow workspace collaborators to use the connector in recipes.

The Confirm release dialog

View API key in Freshdesk

1

Sign in to the Freshdesk (opens new window) portal.

2

Go to Profile Settings and click on View API Key.

Freshdesk View API Key

3

Copy the API Key and store it securely for later use.

How to connect to Freshdesk on Workato

1

Click Create > Connection.

2

Search for and select Freshdesk as your connection on the New Connection page.

3

Provide a unique name for the connection in the Connection name field.

Freshdesk_Connection

4

Use the Location drop-down menu to select the project where you plan to store the connection.

5

Enter the Freshdesk API key. Refer to View API key in Freshdesk to obtain this value.

6

Enter your Freshdesk instance subdomain in the Helpdesk name field.

7

Click Connect.