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Freshdesk

With Freshdesk modules in Make, 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.

Connect Freshdesk to Make

To establish the connection, you must:

  1. Obtain your API key in Freshdesk.

  2. Establish the connection in Make.

Obtain your API key in Freshdesk

To obtain your API key from your Freshdesk account:

  1. Log in to your Freshdesk account.

  2. In the upper-right corner, click on your profile picture and select Profile Settings.

  3. In the right sidebar, click the View API key button.

  4. Copy the API key value shown and store it in a safe place.

You will use this value in the API key field in Make.

Note

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.

Establish the connection with Freshdesk in Make

To establish the connection in Make:

  1. Log in to your Make account, add a Frsehdesk module to your scenario, and click Create a connection.

    Note: If you add a module with an instant tag, click Create a webhook, then Create a connection.

  2. Optional: In the Connection name field, enter a name for the connection.

  3. In the API Key field, enter the API key copied above.

  4. In the Company name field, enter your domain name. If your Freshdesk URL is https://abc.freshdesk.com then enter abc here.

  5. Click Save.

  6. 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.

Set up Freshdesk Webhooks

This app uses webhooks to trigger 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:

  1. Add an Freshdesk instant module to your scenario and click Create a webhook.

  2. Optional: Enter a name for the webhook in the Webhook name field.

  3. Select the corresponding connection for the webhook in the Connection field.

  4. Click Save > Copy address to clipboard.

  5. Log in to your Freshdesk account.

  6. Follow the directions as outlined in the Freshdesk Using Webhooks in Automation documentation.

Freshdesk will now send data to Make through the webhook when the selected event occurs.

Build Freshdesk Scenarios

After connecting the app, you can perform the following actions:

Event

  • Watch Events

Ticket

  • Watch Tickets

  • Search Tickets by Query

  • Search/List Tickets

  • List Ticket Conversations

  • List Time Entries

  • List Satisfaction Ratings

  • Get a Ticket

  • Create a Ticket

  • Create an Outbound Email

  • Update a Ticket

  • Delete a Ticket

Conversation

  • Create a Reply

  • Create a Note

Contact

  • Watch Contacts

  • Search Contacts

  • Search/List Contacts

  • Get a Contact

  • Create a Contact

  • Update a Contact

  • Delete a Contact

Company

  • Search Companies

  • Get a Company

  • Create a Company

  • Update a Company

  • Delete a Company

Forum

  • Create a Forum

  • Create a Forum Category

  • Create a Forum Topic

Other

  • Get an Agent

  • Make an API Call

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