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 Ticket
Triggers when there is a new ticket is created in Freshdesk.
TriggerInstant
automatically do this...
Find Patient
Finds a patient.
ActionSearch
then do this...
Find Appointments
Finds appointments of a patient.
ActionSearch
then do this!
Add Notes to a Ticket
Add Private or Public notes to a Freshdesk Support Ticket.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

New Ticket
Triggers when there is a new ticket is created in Freshdesk.
Trigger
Instant
Try It
New Ticket Note
Triggers when a Note is added to a Ticket.
Trigger
Instant
Try It
Update Contact
Triggers when a user is updated.
Trigger
Instant
Try It
- 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
Appointment Cancelled
Triggers when an appointment is cancelled or deleted.
Trigger
Instant
Try It
Patient Subscribed to Newsletter
Triggers when a patient subscribes to the newsletter in Clinicminds.
Trigger
Instant
Try It
Patient Visited
Triggers when a record is closed, or an appointment is marked as ‘occurred’.
Trigger
Instant
Try It
Invoice Payment Deleted
Triggers when a payment is deleted from an invoice.
Trigger
Instant
Try It
No-Show Registered
Triggers when a no-show is registered for a scheduled appointment.
Trigger
Instant
Try It
Prepayment Refunded
Triggers when a prepayment was successfully refunded to a patient.
Trigger
Instant
Try It
Treatment Performed
Triggers when a treatment is invoiced.
Trigger
Instant
Try It
- Patient NumberRequired
- FieldRequired
- PositionRequired
- Note
Action
Write
- Patient NumberRequired
- Filter
Action
Search
- Patient Number
- Email Address
- Phone Number
- Sex
- Initials
- First Name
- Last NameRequired
- 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
Try It
- 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
Appointment Scheduled
Triggers when a new appointment is scheduled, or an existing appointment is rescheduled.
Trigger
Instant
Try It
Patient Unsubscribed From Newsletter
Triggers when a patient unsubscribes from the newsletter in Clinicminds.
Trigger
Instant
Try It
Invoice Created
Triggers when a treatment, product sale, or treatment plan/quote is invoiced, or an existing invoice is updated or credited.
Trigger
Instant
Try It
Invoice Payment Registered
Triggers when a payment is registered for an invoice.
Trigger
Instant
Try It
Prepayment Received
Triggers when a prepayment was paid by a patient.
Trigger
Instant
Try It
Product Sold
Triggers when a product is invoiced.
Trigger
Instant
Try It
Money Added to Wallet
Triggers when money is manually added to a patient’s wallet, or when such a transaction is reverted.
Trigger
Instant
Try It
- Sex
- Initials
- First Name
- Last NameRequired
- 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.

Related categories

Customer Support

Similar apps

About Clinicminds

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Freshdesk + Clinicminds

Add notes in Freshdesk with Clinicminds appointments for new Freshdesk tickets

New Ticket

New Ticket Note

Update Contact

Create Company

Create Forum Category

Create Ticket

Update Ticket

Find Contact

Appointment Cancelled

Patient Subscribed to Newsletter

Patient Visited

Invoice Payment Deleted

No-Show Registered

Prepayment Refunded

Treatment Performed

Add Note to Patient

Find Appointments

Find or Create Patient

New Contact

Update Ticket

Add Notes to a Ticket

Create Forum

Create Forum Topic

Create Contact

API Request (Beta)

Find Ticket by Id

Appointment Scheduled

Patient Unsubscribed From Newsletter

Invoice Created

Invoice Payment Registered

Prepayment Received

Product Sold

Money Added to Wallet

Create Patient

Find Patient

About Freshdesk

Related categories

Similar apps

Zendesk

Help Scout

Mojo Helpdesk

About Clinicminds

Related categories

Similar apps

Zapier Interfaces