Freshdesk + Freshdesk + Clinicminds

Add notes in Freshdesk with Clinicminds appointments for new Freshdesk tickets

This integration searches for appointments in Clinicminds when new tickets are started in Freshdesk, based on the customer’s email address. When a future appointment is found, a note is automatically added to the ticket in Freshdesk containing details of the appointment.

When this happens...
New TicketTriggers when there is a new ticket is created in Freshdesk.
TriggerInstant
automatically do this...
Find PatientFinds a patient.
ActionSearch
then do this...
Find AppointmentsFinds appointments of a patient.
ActionSearch
then do this!
Add Notes to a TicketAdd Private or Public notes to a Freshdesk Support Ticket.
ActionWrite

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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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- Name
  Required
- Description
- Notes
- Domains
Action
Write
- Name
  Required
- Description
Action
Write

- Subject
  Required
- Email
  Required
- Name
- Type
- Description
  Required
- 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

- Email
  Required
Action
Search
Appointment Cancelled
Triggers when an appointment is cancelled or deleted.
Trigger
Instant
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Patient Subscribed to Newsletter
Triggers when a patient subscribes to the newsletter in Clinicminds.
Trigger
Instant
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Patient Visited
Triggers when a record is closed, or an appointment is marked as ‘occurred’.
Trigger
Instant
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Invoice Payment Deleted
Triggers when a payment is deleted from an invoice.
Trigger
Instant
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No-Show Registered
Triggers when a no-show is registered for a scheduled appointment.
Trigger
Instant
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Prepayment Refunded
Triggers when a prepayment was successfully refunded to a patient.
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Instant
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Treatment Performed
Triggers when a treatment is invoiced.
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Instant
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- Patient Number
  Required
- Field
  Required
- Position
  Required
- Note
Action
Write
- Patient Number
  Required
- Filter
Action
Search
- Patient Number
- Email Address
- Phone Number
- Sex
- Initials
- First Name
- Last Name
  Required
- Date of Birth
- Address Line 1
- Address Line 2
- Postal Code
- City
- State/Province/County
- Country
- Mobile Number
- Referral
- Notes
- Newsletter
Action
Search or write

New Contact
Triggers when a new customer is created.
Trigger
Instant
Try It
Update Ticket
Triggers when a Ticket is updated.
Trigger
Instant
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- Ticket No
  Required
- Notes
  Required
- Private
  Required
Action
Write
- Forum Category
  Required
- Name
  Required
- Type
  Required
- Visibility
  Required
- Description
Action
Write
- Forum Category
  Required
- Forum
  Required
- Title
  Required
- Topic Description
  Required
- Sticky
- Locked
Action
Write
- Name
  Required
- Email
  Required
- Address
- Description
- Phone
- Job Title
- Tags
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Ticket Id
  Required
Action
Search
Appointment Scheduled
Triggers when a new appointment is scheduled, or an existing appointment is rescheduled.
Trigger
Instant
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Patient Unsubscribed From Newsletter
Triggers when a patient unsubscribes from the newsletter in Clinicminds.
Trigger
Instant
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Invoice Created
Triggers when a treatment, product sale, or treatment plan/quote is invoiced, or an existing invoice is updated or credited.
Trigger
Instant
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Invoice Payment Registered
Triggers when a payment is registered for an invoice.
Trigger
Instant
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Prepayment Received
Triggers when a prepayment was paid by a patient.
Trigger
Instant
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Product Sold
Triggers when a product is invoiced.
Trigger
Instant
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Money Added to Wallet
Triggers when money is manually added to a patient’s wallet, or when such a transaction is reverted.
Trigger
Instant
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- Sex
- Initials
- First Name
- Last Name
  Required
- Date of Birth
- Address Line 1
- Address Line 2
- Postal Code
- City
- State/Province/County
- Country
- Email Address
- Phone Number
- Mobile Number
- Referral
- Notes
- Newsletter
Action
Write
- Patient Number
- Email Address
- Phone/Mobile Number
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.

HelpHelp

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Customer Support

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About Clinicminds

Clinicminds is the leading practice and patient management software for private healthcare clinics.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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Freshdesk + Freshdesk + Clinicminds

Freshdesk + Freshdesk + Clinicminds

Add notes in Freshdesk with Clinicminds appointments for new Freshdesk tickets

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