Freshdesk + Skalin

Create new Freshdesk companies from new Skalin customers

Elevate your customer service game with this efficient workflow. When a new customer signs up in the Skalin app, this automation creates a fresh company profile for them in your Freshdesk app. Stay organized, keep track of your growing customer base, and provide timely support right from their first interaction.

When this happens...
New Customer
Trigger when a new customer is added.
TriggerInstant
automatically do this!
Create Company
Allows you to create a Company entry in Freshdesk.
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

- Contact tagRequired
Trigger
Instant
Try It
- Contact tagRequired
- Trigger delayRequired
- Trigger delay periodRequired
Trigger
Instant
Try It
New Customer
Trigger when a new customer is added.
Trigger
Instant
Try It
- Touch typeRequired
- Trigger delayRequired
- Trigger delay periodRequired
Trigger
Instant
Try It
CSM Owner Changed
Trigger when a CSM Owner changed.
Trigger
Instant
Try It

- Trigger delayRequired
- Trigger delay periodRequired
Trigger
Instant
Try It
- EventRequired
Trigger
Instant
Try It

New Task
Trigger when a new task is added.
Trigger
Instant
Try It
Task Project Completed
Trigger when all task project's tasks are marked has completed.
Trigger
Instant
Try It
- Customer domain or IDRequired
- Agreement typeRequired
- Agreement plan
- Agreement start dateRequired
- Agreement autoRenew
- Agreement engagementRequired
- Agreement engagement periodRequired
- Agreement noticeRequired
- Agreement engagement periodRequired
- Agreement mrr
- Agreement fee
Action
Write
- Customer domain or IDRequired
- Agreement typeRequired
- Agreement plan
- Agreement start dateRequired
- Agreement autoRenew
- Agreement engagementRequired
- Agreement engagement periodRequired
- Agreement noticeRequired
- Agreement engagement periodRequired
- Agreement mrr
- Agreement fee
Action
Write
- Customer ID
- Customer NameRequired
- Customer domainRequired
- Customer description
- Customer stage
- Customer CsmScore
- Csm owner email
- List of commat separed tags
- Interaction goal
- Customer heatlhscore profile
Action
Write
- Email ts
- Interation IDRequired
- Customer domain or IDRequired
- Subject
- Html body
- From email
- Commat separed list of emails targeted by email
- Commat separed list of cc emails targeted by email
- Commat separed list of bcc emails targeted by email
- Score
- Source identifier
Action
Write
- Note ts
- Interation IDRequired
- Customer domain or IDRequired
- Title
- Body
- From email
- Commat separed list of emails targeted by note
- Score
- Source identifier
Action
Write
Create New Task Project From Template
Create a new task project from template.
Action
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

- Contact tagRequired
- Touch typeRequired
- Trigger delayRequired
- Trigger delay periodRequired
Trigger
Instant
Try It
- Contact tagRequired
Trigger
Instant
Try It
Customer Became Ghost
Trigger when a new customer became ghost.
Trigger
Instant
Try It
- Trigger delayRequired
- Trigger delay periodRequired
Trigger
Instant
Try It
Customer CSM Pulse Changed
Trigger when a customer CSM Pulse changed.
Trigger
Instant
Try It
Customer Stage Changed
Trigger when a new customer stage changed.
Trigger
Instant
Try It
Task Completed
Trigger when a task is marked as completed.
Trigger
Instant
Try It
- Trigger delayRequired
- Trigger delay periodRequired
Trigger
Instant
Try It
New Task Project
Trigger when a new task project is added.
Trigger
Instant
Try It
- Customer domain or IDRequired
- Agreement typeRequired
- Agreement plan
- Agreement start dateRequired
- Agreement autoRenew
- Agreement engagementRequired
- Agreement engagement periodRequired
- Agreement noticeRequired
- Agreement engagement periodRequired
- Agreement mrr
- Agreement fee
Action
Write
- Contact ID
- Contact emailRequired
- Customer domain or IDRequired
- Contact description
- Phone
- List of commat separed contact's additional emails
- List of commat separed tags
- Firstname
- Lastname
- Contact role
- Contact job title
Action
Write
- Call ts
- Interation IDRequired
- Customer domain or IDRequired
- Title
- Body
- From email
- Commat separed list of emails targeted by note
- Score
- Source identifier
Action
Write
- Meet ts
- Interation IDRequired
- Customer domain or IDRequired
- Metting subject
- Metting description
- Organizer email
- Commat separed list of attendees emails
- Score
- Source identifier
Action
Write
- Customer domain or ID
- Skalin customer ID
- Task typeRequired
- Task status
- Task titleRequired
- Task description
- Task due date
- Task priority
- Task reminder
- Task recurring
- Task recurring period
- Task owner ID
Action
Write
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

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 Skalin

Skalin is a Customer Success platform for Startups who want to scale faster.

Related categories

Sales & CRM

Related Zap Templates

Create new Freshdesk contacts from new Skalin contacts

Related Zap Templates

Create new Freshdesk contacts from new Skalin contacts

Freshdesk + Skalin

Create new Freshdesk companies from new Skalin customers

New Contact

Contact No Usage

New Customer

Customer No Touch

CSM Owner Changed

Customer Renewal Coming

Healthscore Changed

New Task

Task Project Completed

Create New Agreement

Update Last Agreement

Create / Update a Customer

Create Interaction Email

Create Interaction Note

Create New Task Project From Template

New Contact

Update Ticket

Add Notes to a Ticket

Create Forum

Create Forum Topic

Create Contact

API Request (Beta)

Find Ticket by Id

Contact No Touch

Contact NPS Changed

Customer Became Ghost

Customer No Usage

Customer CSM Pulse Changed

Customer Stage Changed

Task Completed

Task Duedate Coming

New Task Project

Update Current Agreement

Create / Update a Contact

Create Interaction Call

Create Interaction Meet

Create New Task

New Ticket

New Ticket Note

Update Contact

Create Company

Create Forum Category

Create Ticket

Update Ticket

Find Contact

About Freshdesk

Related categories

Similar apps

Zendesk

Help Scout

Mojo Helpdesk

About Skalin

Related categories

Related Zap Templates

Related Zap Templates