Klamp.io allows you to integrate Freshdesk into your workflow and create Klamps.
Klamps can use an action in Freshdesk as a trigger to perform an action in another app or vice versa. It can also include multiple other apps to the workflow with any app being the trigger and any app being a destination for data to be updated.
- Here are the supported triggers in this Klamp integration:
1. When a new customer contact is created: Automatically add the customer's information to your CRM system or project management tool or send a welcome email to the customer.
2. When a Note is added to a Ticket: Automatically update a task in your project management or your CRM tool to reflect the new information or create a new record in your knowledge base to help other agents handle similar tickets in the future.
3. When a new ticket is created in Freshdesk: Automatically create a task in your project management tool to assign the ticket to the appropriate team or send an email notification to the team responsible for handling the ticket or create a record in your analytics tool to track the types of tickets being submitted.
4. When a Ticket is updated: Automatically assign the ticket to a different agent based on the updated information or update a task in your project management tool to reflect the new information or create a record in your analytics tool to track the status of the ticket.
5. When a user is updated: Automatically update the user's information in your CRM system or update the user's record in your analytics tool to reflect the new information or update the user's record in your project management tool to reflect any changes to their assigned tasks.
- Here are the supported actions:
1. Add Notes to a Ticket: Use this action to add additional information to a support ticket. For example, if you need to provide additional instructions or details to an agent who is working on a ticket, you can use this action to add notes to the ticket.
2. Create Forum Topic: Use this action to create a new topic in your Freshdesk forum. For example, if you want to start a new discussion or ask a question in your forum, you can use this action to create a new topic.
3. Create inbound emails: Use this action to create a new email message in your Freshdesk account. For example, if you want to forward an email message to your Freshdesk account for tracking and follow-up, you can use this action to create a new inbound email.
4. Assign tickets to an agent when a ticket fulfills under a specific condition: Use this action to automate the process of assigning tickets to agents based on certain conditions. For example, you can set up a rule to automatically assign high-priority tickets to your top-performing agents.
5. Create Forum Category: Use this action to create a new category in your Freshdesk forum. For example, if you want to organize your forum topics into different categories, you can use this action to create a new category.
6. Create Company: Use this action to create a new company entry in your Freshdesk account. For example, if you need to track support requests from a particular company, you can use this action to create a new company entry.
7. Create Ticket: Use this action to create a new support ticket in your Freshdesk account. For example, if a customer submits a support request through a web form or email, you can use this action to create a new ticket in Freshdesk.
8. Create User: Use this action to create a new user or customer in your Freshdesk account. For example, if you want to add a new customer to your support database, you can use this action to create a new user in Freshdesk.
9. Create Forum: Use this action to create a new forum in your Freshdesk account. For example, if you want to set up a new forum for a specific topic or product, you can use this action to create a new forum in Freshdesk.
- Here are the list of Lookup functionality available in Klamp:
1. Get ticket details by ticket ID to check for an update or check for a condition: You could use this to retrieve information about a specific ticket in Freshdesk, for example, to check the status of a ticket or to get information about the requester.
2. Get contact details by contact ID to check for an update or check for a condition: This could be used to retrieve information about a specific customer or user in Freshdesk, such as their contact details, support history, or any custom fields associated with their account.
3. Get Account details by account ID: This could be useful if you have multiple accounts or domains set up in Freshdesk, and you need to retrieve information about a specific account, such as its name, email address, or billing information.
4. Get forum details: This could be used to retrieve information about a specific forum in Freshdesk, such as its name, description, or category.
5. Get latest updated ticket details: This could be used to retrieve information about the most recently updated tickets in Freshdesk, such as the ticket status, requester, or priority.
6. Get any contact by email: This could be used to retrieve information about a specific customer or user in Freshdesk, based on their email address.
7. Get all tickets to publish data into another system: This could be used to retrieve a list of all tickets in Freshdesk, which could then be exported to another system for reporting or analysis.
8. Get forum category to check for an update: This could be used to retrieve information about a specific category in Freshdesk forums, such as its name or description, to check if any updates have been made.
Improve the automation and extend the capabilities of your helpdesk software with Klamp.io.
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