Freshdesk + IRIS CRM

Create Freshdesk tickets when lead statuses get updated in IRIS CRM

Maintain your customer service efficiency with this streamlined workflow. When a Lead Status is updated in IRIS CRM, a corresponding ticket is created in Freshdesk promptly. This enables effortless tracking and faster response times, ensuring you don't miss out on any crucial updates and keep your clients satisfied. Enjoy smooth operations without any additional efforts with this automation.

When this happens...
Lead Status Updated
Triggers when a lead's status is updated.
TriggerInstant
automatically do this!
Create Ticket
Create a ticket in Freshdesk for your domain.
ActionWrite

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Supported triggers and actions

- Info
- Current StatusRequired
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- Info
- Current StatusRequired
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Instant
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- Info
- Current StatusRequired
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- Info
- Previous StatusRequired
- New StatusRequired
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- Info
Trigger
Instant
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- Info
- Ticket Type(s)
Trigger
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- Info
- Previous Type(s)
- New Type(s)
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- Info
- Ticket ID
- Comment text
- Comment text
- Visible for Merchants?
Action
Write
- Info
- Note TabRequired
- Sticky or not?Required
- Note contentRequired
Action
Write
- Info
- GroupRequired
- StatusRequired
- Assign User(s)Required
- Assign User's Manager(s)
- Campaign
- Source
- Other lead fields
Action
Write
- Info
- Lead Email FieldRequired
- Email templateRequired
Action
Write
- Info
- New Group
- New Campaign
- New Source
- Other lead fields
Action
Write
- Info
- Ticket ID
- Ticket type
- Subject
- Description
- Ticket Status
- Outcome
- Priority
- Channel ID
- Assign User(s)
- Assign type
- Assign to
- Group
- Visible for Merchants?
- Due date
- Checklist
- External ID
Action
Write
New Ticket
Triggers when there is a new ticket is created in Freshdesk.
Trigger
Instant
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New Ticket Note
Triggers when a Note is added to a Ticket.
Trigger
Instant
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Update Contact
Triggers when a user is updated.
Trigger
Instant
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- NameRequired
- Description
- Notes
- Domains
Action
Write
- NameRequired
- Description
Action
Write
- SubjectRequired
- EmailRequired
- Name
- Type
- DescriptionRequired
- Priority
- CC Emails
- Responder ID
- Status
- Source
- Group ID
- Product ID
- Tags
- Internal Agent ID
- Due by
- First Response due by
Action
Write
- Ticket ID
- Name of the requester
- Requester ID
- Email address of the requester
- Facebook ID
- Phone
- Twitter ID
- External ID
- Subject
- Type
- Status
- Priority
- Description
- Responder ID
- Due by
- First response due by
- Group ID
- Parent ID
- Product ID
- Source
- Tags
- Company ID
- Internal Agent ID
- Internal Group ID
- Lookup Parameter
Action
Write
- EmailRequired
Action
Search

Lead Deleted
Triggers when a lead is deleted.
Trigger
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- Info
- Current StatusRequired
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Lead Restored
Triggers when a lead is restored.
Trigger
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Lead Updated
Triggers when a lead is updated.
Trigger
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- Info
- Ticket Type(s)
Trigger
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- Info
Trigger
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- Info
- Ticket Type(s)
Trigger
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- Info
- File TabRequired
- File LabelRequired
- File NameRequired
- File SourceRequired
Action
Write
- Info
- Assign User(s)Required
- Assign User's Manager(s)
Action
Write
- Info
- Ticket typeRequired
- SubjectRequired
- Description
- Priority
- Channel ID
- Assign User(s)
- Assign typeRequired
- Assign toRequired
- Group
- Visible for Merchants?
- Due date
- Checklist
Action
Write
- Info
- Lead Phone FieldRequired
- SMS templateRequired
Action
Write
- Info
- New StatusRequired
- New GroupRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
New Contact
Triggers when a new customer is created.
Trigger
Instant
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Update Ticket
Triggers when a Ticket is updated.
Trigger
Instant
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- Ticket NoRequired
- NotesRequired
- PrivateRequired
Action
Write
- Forum CategoryRequired
- NameRequired
- TypeRequired
- VisibilityRequired
- Description
Action
Write
- Forum CategoryRequired
- ForumRequired
- TitleRequired
- Topic DescriptionRequired
- Sticky
- Locked
Action
Write
- NameRequired
- EmailRequired
- Address
- Description
- Phone
- Job Title
- Tags
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Ticket IdRequired
Action
Search

About Freshdesk

Freshdesk is an online helpdesk software with multiple channel customer service to support customers across email, phone, chat, web, Twitter and more.

Related categories

Customer Support

Similar apps

About IRIS CRM

IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.

Learn more

Related categories

Payment Processing

Freshdesk + IRIS CRM

Create Freshdesk tickets when lead statuses get updated in IRIS CRM

Lead Created

Lead File Uploaded

Lead Note Added

Lead Status Updated

Ticket Checklist Updated

Ticket Created

Ticket Type Updated

Add Comment to Ticket

Add Note to Lead

Create New Lead

Send Email to Lead

Update Lead

Update Existing Ticket

New Ticket

New Ticket Note

Update Contact

Create Company

Create Forum Category

Create Ticket

Update Ticket

Find Contact

Lead Deleted

Lead Email Received

Lead Restored

Lead Updated

Ticket Commented

Ticket Resolved

Ticket Updated

Add File to Lead

Assign User(s) to Lead

Create New Ticket

Send SMS to Lead

Update Lead Status

API Request (Beta)

New Contact

Update Ticket

Add Notes to a Ticket

Create Forum

Create Forum Topic

Create Contact

API Request (Beta)

Find Ticket by Id

About Freshdesk

Related categories

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About IRIS CRM

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