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How Zapier works
Zapier makes it easy to integrate Freshdesk with Microsoft SharePoint - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Ticket" from Freshdesk.
Add your action
An action happens after the trigger—such as "Copy File or Folder (Across Sites)" in Microsoft SharePoint.
You’re connected!
Zapier seamlessly connects Freshdesk and Microsoft SharePoint, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Ticket
Triggers when there is a new ticket is created in Freshdesk.
Try ItTriggerInstant - New Ticket Note
Triggers when a Note is added to a Ticket.
Try ItTriggerInstant - Update Contact
Triggers when a user is updated.
Try ItTriggerInstant - NameRequired
- Description
- Notes
- Domains
ActionWrite
- New Contact
Triggers when a new customer is created.
Try ItTriggerInstant - Update Ticket
Triggers when a Ticket is updated.
Try ItTriggerInstant - Ticket NoRequired
- NotesRequired
- PrivateRequired
ActionWrite- Forum CategoryRequired
- NameRequired
- TypeRequired
- VisibilityRequired
- Description
ActionWrite
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Connect Freshdesk and Microsoft SharePoint to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Freshdesk on the Zapier blog
Frequently Asked Questions about Freshdesk + Microsoft SharePoint integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Freshdesk and Microsoft SharePoint
How can I integrate Freshdesk with Microsoft SharePoint?
You can integrate Freshdesk with Microsoft SharePoint using our automation platform. You just need to set up the connection and configure the specific triggers and actions that suit your workflow, such as creating a document in SharePoint when a new ticket is created in Freshdesk.
What triggers are available for the Freshdesk and SharePoint integration?
When integrating Freshdesk with SharePoint, you have access to triggers such as ‘New Ticket,’ ‘Updated Ticket,’ or ‘New Contact’ in Freshdesk. These can initiate various actions in SharePoint, allowing you to streamline your processes.
Can I create a folder in SharePoint when a new company is added to Freshdesk?
Yes, one of the actions you can set is to automatically create a new folder in SharePoint whenever a new company is added in Freshdesk. This helps keep your documentation organized without manual intervention.
Is it possible to update an existing document in SharePoint based on changes in Freshdesk?
Absolutely. You can configure an action where changes made to tickets or contacts in Freshdesk automatically update relevant documents on SharePoint, ensuring that all data stays current across platforms.
Are there predefined templates for setting up workflows between Freshdesk and SharePoint?
We offer several predefined templates for common workflows between Freshdesk and SharePoint. These templates include typical integrations like syncing tickets or creating records, which you can customize further as needed.
How do I handle authentication when connecting Freshdesk with SharePoint?
Our integration process guides you through setting up authenticated connections between your Freshdesk account and Microsoft SharePoint using secure credentials. You'll need access rights for both platforms to complete this step successfully.
Can automated alerts be generated in SharePoint from activities in Freshdesk?
Yes, you can set up actions that trigger alerts or notifications within your SharePoint system based on specific activities occurring within your Freshdesk setup, such as high-priority tickets being created.
