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Freshdesk + Wello Solutions + Filter by Zapier

Create tasks in Wello Solutions with new Freshdesk tickets

This zap triggers after a Freshdesk ticket reaches the specified status in the filter action (Action 2). This automation will also create the company and the contact in Wello Solutions if they don't exist, or simply update them if they do. Then this integration automatically create the ticket in Wello Solutions with the appropriate data.

This zap triggers after a Freshdesk ticket reaches the specified status in the filter action (Action 2). This automation will also create the company and the contact in Wello Solutions if they don't exist, or simply update them if they do. Then this integration automatically create the ticket in Wello Solutions with the appropriate data.

  1. When this happens...
    FreshdeskFreshdesk
    Update Ticket

    Triggers when a Ticket is updated.

    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...
    Wello SolutionsWello Solutions
    Create or Update Company

    Allows you to Create or update an existing company (account) on your domain.

    ActionWrite
  4. then do this...
    Wello SolutionsWello Solutions
    Create or Update Contact

    Create or update contact and link it to the company/account.

    ActionWrite
  5. then do this!
    Wello SolutionsWello Solutions
    Create or Update Task

    Create or update a task within Odyssee Field Service. The task can be created for any company/account linked with a contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Ticket NoRequired

    • NotesRequired

    • PrivateRequired

    Action
    Write
    • Forum CategoryRequired

    • NameRequired

    • TypeRequired

    • VisibilityRequired

    • Description

    Action
    Write
freshdesk logo
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

Related categories

  • Customer Support

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wello-solutions logo
wello-solutions logo

About Wello Solutions

Wello Solutions is a work order management software that helps service companies around the world achieve field service excellence.

Related categories

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.

Related categories