Difference between revisions of "Freshdesk"

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This document can now be found at its new location in the [https://docs.hornbill.com/ibridge-packages/welcome Hornbill Document Library].
  
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__NOTOC__[[Main Page|Home]] > [[Integration]] > [[Business Process Automation & Orchestration]] > [[Hornbill iBridge]] > Freshdesk
 
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[[File:freshdesk_logo.png|100px]]
 
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==Introduction==
 
Freshdesk is a Helpdesk / ticketing solution
 
 
 
Create, Update, get information about, and Close Tickets as well as manage Companies in Freshdesk
 
 
 
Freshdesk is a [[Hornbill_iBridge#Premium_Integrations|Premium Integration]] [[File:Green_Dollar.png|12px|link=https://wiki.hornbill.com/index.php/Hornbill_iBridge#Premium_Integrations|Premium Integration]]
 
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== Related Articles ==
 
:* [[Hornbill iBridge]]
 
:* [[Hornbill_iBridge#Premium_Integrations|Premium Integrations]]
 
:* [[Hornbill_KeySafe|KeySafe]]
 
:* [[Integration Call]]
 
:* [[Business_Process_Designer|Business Process Designer]]
 
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==KeySafe Configuration==
 
[[File:freshdesk_keysafe.png|300px|right]]
 
In order to integrate with Freshdesk, you will first need to configure, and securely store the authentication credentials for the Freshdesk instance and Accounts you want to use with the Hornbill App.
 
 
 
Configure your '''Freshdesk''' account authentication in '''[[Hornbill_KeySafe|KeySafe]]''' in order to use the Freshdesk options.
 
 
 
In the admin console > System > Security > KeySafe
 
 
 
* Select on '''+''' and select '''Freshdesk Authentication'''
 
* Give the Freshdesk KeySafe a Title (this is the name / identifier for the Freshdesk account as you will see it when using the Integration Call node in your business process)
 
* Optionally add a description
 
* '''Email''' - Define the email address for the user (from Freshdesk) against which all the actions will be performed (ensure this user has the appropriate rights in Freshdesk to perform the required actions)
 
* '''Password''' - Store the password for the user
 
* '''Subdomain''' - provide the subdomain name for your Freshdesk instance.  Do not include the '''.freshdesk.com''' part
 
* Select '''Create Key''' to save
 
 
 
 
 
'''Managing Freshdesk Configurations'''
 
 
 
* Use KeySafe to create, store and enable integrations with multiple Freshdesk accounts for use in your business processes
 
* From the Keysafe List, select a Freshdesk account, and use the '''Trash Can''' to delete it
 
:* Note, this will remove the rights of any existing Freshdesk Integration Calls in your business processes, which are using the now deleted Freshdesk Account, so you will need to edit your business processes accordingly.
 
 
 
==Business Process==
 
===Options (Methods)===
 
Once you have your Freshdesk Account Authorised, your all set to use it with the '''[[Integration Call]]''' in your business processes. The following options are now available for you to use with Freshdesk:
 
 
 
===Companies===
 
* Create Company
 
* Delete Company
 
* Get Company Information
 
* Update Company
 
 
 
===Tickets===
 
* Create Tcket
 
* Delete Ticket
 
* Get Ticket Information
 
* Reinstate Ticket
 
* Update Ticket
 
 
 
Read more about using the '''[[Integration Call]]''' from the Related Articles section, and learn how to work with input and output parameters for each of the Freshdesk options.
 
 
 
==Example==
 
 
 
[[Category:Integration]]
 

Revision as of 18:20, 18 January 2024

This document can now be found at its new location in the Hornbill Document Library.

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