Freshdesk Node

Use this node to create, view, update, and/or delete tickets or contacts in your Freshdesk account.

Introduction

Webex Connect offers a pre-built integration node for Freshdesk to make it easier for you to create, view, update, and/or delete tickets or contacts in your Freshdesk account within an Webex Connect flow.

This node needs to be enabled for your account and is not available by default. Please contact your account manager in case you wish to enable it for your account.

Version Supported

This integration is based on Freshdesk API v2.

Pre-requisites

  • The tenant would need a Freshdesk account.
  • This node needs to be enabled for your Webex Connect tenant and is not available by default. Please contact your account manager in case you wish to enable it for your account.
  • This integration is available only in the cloud version of Webex Connect.

Node Configuration

Drag-and-drop the node on to the visual flow builder and double-click the node to configure it.

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Please note that the latest version of the Fresh desk integration node that you should use is v1.4.

  1. Select the required Method Name from the drop-down list box. The following methods are supported currently:

    • Create a Ticket- Allows to create a ticket with subject, priority and description of the ticket.
    • View a Ticket- Allows to view a ticket by the ticket ID.
    • Update a Ticket- Allows to modify the ticket by unique ticket ID.
    • Delete a Ticket- Allows to delete a ticket using the unique identification of ticket.
    • Create a Contact- Allows to add a new contact with customer’s personal details using the first name, last name, phone, address etc.
    • View a Contact- Allows to view a contact by contact ID.
    • Update a Contact- Allows to modify a contact by unique identification number of the ticket.
    • Soft Delete a Contact- Allows to delete a contact temporarily by the contact ID.
  2. Select add new authorization if you're using this node for the first time. You can select an existing authorization in case you've used this node in the past and have saved authorization credentials.

  3. If you select the option to add new authorization, you will be asked to provide a name for this authorization to be able to reuse it later on. In addition, you need to provide the username and password of your Freshdesk account to complete the authorization.

  4. Once the authorization has been completed, add the request parameters such as 'Ticket ID' for the selected method and click save.

  1. You can see the data that this node generates under the Output Variables section. These variables are available for use in subsequent nodes. E.g., company_id, name, email, etc. in the above screenshot.

  2. You can see the list of possible node outcomes for various methods supported by this node under the 'Node Outcomes' section. Examples include, 'Success', 'Error', 'OnTimeout', etc.

Methods and Outcomes

Here’s a brief description of various methods, and corresponding output variables and node outcomes associated with each of the methods.

Method Name - Create a Ticket

Input Variables

Output Variables

Node Outcomes

Description

  • Specifies the description of a ticket

Subject

  • Specifies the subject of a ticket

Email

  • Specifies the email address

Priority

  • Specifies the nature of the ticket based on the content

Status

  • Specifies the status of the ticket

CC_Emails
Specifies the cc email address

cc_emails

  • Contains the cc email address

reply_cc_emails

priority

  • Contains the nature of the ticket based on the content

requester_id

  • Contains the unique identification number of the requester

source

status

  • Contains the status for the ticket

subject

  • Contains the subject for the ticket

company_id

  • Contains the company unique identification number

id
Contains the unique identification number of the ticket

type
fr_escalated
spam
urgent
is_escalated

created_at

  • Contains the details of the place the ticket is created at

updated_at

  • Contains the details of the place the ticket is updated at

due_by
fr_due_by
description_text
description

onCreateTicketFailure
onCreateTicketSuccess

Method Name - View a Ticket

Input VariablesOutput VariablesNode Outcomes
Ticket IDcc_emails
reply_cc_emails
priority
requester_id
source
status
subject
company_id
id
type
fr_escalated
spam
urgent
is_escalated
created_at
updated_at
due_by
fr_due_by
description_text
description
custom_fields_category
onViewTicketFailure
onViewTicketSuccess

Method Name - Update a Ticket

Input VariablesOutput VariablesNode Outcomes
Ticket ID
Priority
Status
description_text
description
fr_escalated
spam
priority
requester_id
source
status
subject
id
is_escalated
created_at
updated_at
due_by
fr_due_by
onUpdateTicketFailure
onUpdateTicketSuccess

Method Name - Delete a Ticket

Input VariablesOutput VariablesNode Outcomes
Ticket IDNoneonDeleteTicketFailure
onDeleteTicketSuccess

Method Name - Create a Contact

Input Variables

Output Variables

Node Outcomes

Name

  • Specifies the name of the contact

Email

  • Specifies the email address of the contact

Other Emails

  • Specifies the alternate email address of the contact

active

company_id

  • Contains the company unique identification number

view_all_tickets
deleted

email

  • Contains the email address of the contact

id

  • Contains the unique identification number of the contact

language

  • Contains the type of language selected by the contact

name

  • Contains the name of the contact

time_zone

  • Contains the time zone details of the contact

other_emails

  • Contains the alternate email address of the contact

other_companies

created_at

  • Contains the details of the place the contact is created at

updated_at

  • Contains the details of the place the contact is updated at

tags

avatar

mobile

  • Contains the phone number of the contact

phone

  • Contains the phone number of the contact

description

  • Contains the description of a ticket

address
Contains the address of the contact

onCreateContactFailure
onCreateContactSuccess

Method Name - View a Contact

Input VariablesOutput VariablesNode Outcomes
Contact IDactive
company_id
view_all_tickets
email
id
language
name
time_zone
other_companies
created_at
updated_at
custom_fields
avatar
onViewContactFailure
onViewContactSuccess

Method Name - Update a Contact

Input VariablesOutput VariablesNode Outcomes
Contact ID
Name
Job Title
Other Emails
active
company_id
view_all_tickets
deleted
email
id
job_title
language
name
time_zone
other_emails
other_companies
created_at
updated_at
onUpdateContactFailure
onUpdateContactSuccess

Method Name - Soft Delete a Contact

Input VariablesOutput VariablesNode Outcomes
Contact IDresponseonSoftDeleteContactFailure
onSoftDeleteContactSuccess