Freshdesk + Process Street

Update Freshdesk contacts and trigger workflows in Process Street

Streamlining your customer service workflow is effortless with this automation. When a contact is updated in Freshdesk, it prompts a workflow to run in Process Street. Perfect for ensuring critical changes in customer details are always synced in your operational processes, this workflow keeps your service efficient and responsive to up-to-date customer information.

When this happens...
Update Contact
Triggers when a user is updated.
TriggerInstant
automatically do this!
Run Workflow
Runs a workflow.
ActionWrite

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Supported triggers and actions

What does this mean?

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.
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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
- Type
- DescriptionRequired
- Priority
- CC Emails
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- Ticket IdRequired
Action
Search
- Data SetRequired
Trigger
Instant
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- Data SetRequired
Trigger
Instant
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- Workflow
Trigger
Instant
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- Workflow
- Task
Trigger
Instant
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- WorkflowRequired
Action
Write
- Data SetRequired
- Data Set RecordRequired
Action
Write
- Data SetRequired
- Data Set RecordRequired
Action
Write
- Data SetRequired
Action
Search
- Data SetRequired
Action
Search or 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
- EmailRequired
Action
Search
- Workflow
Trigger
Instant
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- Data SetRequired
Trigger
Instant
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- Workflow
- Author
Trigger
Instant
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- Workflow
- Author
Trigger
Instant
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- Workflow
- Task
Trigger
Instant
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- Data SetRequired
Action
Write
- WorkflowRequired
- Workflow Run IDRequired
- Workflow Run Name
- Workflow Run Status
- Assign to
- Due Date
- Shared
Action
Write
- WorkflowRequired
- Workflow RunRequired
- TaskRequired
- Task Status
- Due Date
Action
Write
- Workflow Run ID
- Workflow
- Workflow run name
- Workflow run status
- Assigned to
- Due date
Action
Search
- Workflow Run ID
- WorkflowRequired
- Workflow run name
- Workflow run status
- Assigned to
- Due date
Action
Search or write

About Freshdesk

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

Help

Related categories

Customer Support

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About Process Street

Process Street is a modern process management platform for teams. We help teams share their core processes, then transform them into powerful no-code workflows.

Learn more Help

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PRODUCTS

CAPABILITIES

By team

Freshdesk + Process Street

Update Freshdesk contacts and trigger workflows in Process Street

New Ticket

New Ticket Note

Update Contact

Create Company

Description

Notes

Domains

Create Forum Category

NameRequired

Description

Create Ticket

SubjectRequired

EmailRequired

Type

DescriptionRequired

Priority

CC Emails

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Ticket by Id

Ticket IdRequired

Data Set Record Created

Data SetRequired

Data Set Record Updated

Data SetRequired

New Workflow Run

Workflow

New Task Checked

Workflow

Task

Run Workflow

WorkflowRequired

Delete Data Set Record

Data SetRequired

Data Set RecordRequired

Update Data Set Record

Data SetRequired

Data Set RecordRequired

Find Data Set Records

Data SetRequired

Create Data Set Record if it doesn't exist yet

Data SetRequired

New Contact

Update Ticket

Add Notes to a Ticket

Ticket NoRequired

NotesRequired

PrivateRequired

Create Forum

Forum CategoryRequired

NameRequired

TypeRequired

VisibilityRequired

Description

Create Forum Topic

Forum CategoryRequired

ForumRequired

TitleRequired

Topic DescriptionRequired

Sticky

Locked

Create Contact

NameRequired

EmailRequired

Address

Description

Phone

Job Title

Tags