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Freshdesk + UpKeep + Filter by Zapier + Formatter by Zapier

Add notes to tickets in Freshdesk with new changes to work order status in UpKeep

With this Zap in place, a work order status change in UpKeep automatically adds status notes to the corresponding ticket in Freshdesk. Keep your Freshdesk details up to date, effortlessly!

With this Zap in place, a work order status change in UpKeep automatically adds status notes to the corresponding ticket in Freshdesk. Keep your Freshdesk details up to date, effortlessly!

  1. When this happens...
    UpKeepUpKeep
    Work Order Status Change

    Triggers when a status changes on a work order.

    TriggerInstant
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this...
    Formatter by ZapierFormatter by Zapier
    Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

    ActionWrite
  4. then do this!
    FreshdeskFreshdesk
    Add Notes to a Ticket

    Add Private or Public notes to a Freshdesk Support Ticket.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • UpKeep triggers, actions, and search

    New Purchase Order

    Triggers when a new purchase order is created.

    Trigger
    Instant
    Try It
  • UpKeep triggers, actions, and search

    New Work Order

    Triggers when a new work order is created.

    Trigger
    Instant
    Try It
  • UpKeep triggers, actions, and search

    Work Order Category Change

    Triggers when category changes on a work order.

    Trigger
    Instant
    Try It
  • UpKeep triggers, actions, and search

    Purchase Order Status Change

    Triggers when a status changes on a purchase order.

    Trigger
    Instant
    Try It
  • UpKeep triggers, actions, and search

    Work Order Status Change

    Triggers when a status changes on a work order.

    Trigger
    Instant
    Try It
    • TitleRequired

    • Category

    • Due Date

    • Vendor

    • Description

    • Part ID

    • Part Quantity

    • Tax

    • Shipping Cost

    • Other Cost

    • Company Name

    • Company Slogan

    • Company Street

    • Company Zipcode

    • Company City

    • Company State

    • Company Phone

    • Company Fax

    • Shipping Name

    • Shipping Company

    • Shipping Street

    • Shipping City

    • Shipping State

    • Shipping Zipcode

    • Shipping Phone

    • Shipping Fax

    • Purchase Order Date

    • Requisitioner

    • Shipping Method

    • F.O.B. Shipping Point

    • Terms

    • Notes

    Action
    Write
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freshdesk logo

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

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  • Customer Support

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filter logo
filter logo

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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formatter logo
formatter logo

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

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