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Authorization Process With Freshdesk

Note: Freshdesk is only available on the pro version.

To integrate with Freshdesk follow, the below steps.

Process of Authorization

  1. Search & Select Freshdesk from the actions pages

  2. Integration Name: Set the proper integration name. Default it's taken 'Freshdesk'.

  3. Your App Domain and App API key: To get App Domain and API go to your Freshdesk account. Copy the App Domain from the URL and paste it into Your App Domain Field. To get the API key to navigate to your Freshdesk Profile settings. There you will find the API key on top-right. Copy the API key And paste it into App API key field in integration settings.

  1. Now click on Authorize Button after successfully authorizing click on the Next button. Then you will see the map fields option and map all fields mandatory with the corresponding fields in your form/task.

  2. Map all the mandatory Freshdesk fields to the corresponding fields in your form/task.

  3. Show contact field: Also you can map Freshdesk contact with your form/task field by enabling this option. And you have to map all the mandatory with corresponding fields.

Actions

  1. Status: Status is mandatory in Freshdesk. You have to select the status from actions

  2. Priority: Also Priority is mandatory in Freshdesk. You have to select the status from actions.

  3. Photo: You can add any contact’s profile photo Ticket profile photo through our Bit Integration to your Freshdesk. For that, hoover on the action called “Photo“. After mapping the relevant field, click the action ‘Photp’ to upload a photo from Form/Task to your Freshdesk. The image will be automatically uploaded as a profile photo to the Freshdesk contact’s or Ticket.

  4. File: This action sends attachments from your Form/Task to Freshdesk. After mapping the relevant fields, click the action ‘File‘ to send any file from your Form/Task to Freshdesk. Now click on ‘Save’. You can now directly check the file attachments from your Freshdesk.

  5. Update: You can also update the submitted data by enabling the action called Update. Suppose the user already submitted data under an email address. Again they want to submit data under the same email, if the action is enabled then the new data will be updated regarding that email address.

  1. Now save the integration by clicking the Finish & Save Button

  2. We have an option in every integration Timeline where you can check integration success or error status.

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