Auto-create a Freshdesk Ticket

Just like the process of setting up Freshdesk for a Collection linked here, you can follow a similar process by heading to Collection > Settings > Ticketing and enable "Automatic" as the Trigger Mode. Please make sure you've selected Ticketing as Freshdesk.

How does it work?

When Auto-ticketing for Freshdesk is enabled at the collection level, the following flow will happen

  1. When you get a message from a requester on a request channel about a new query, a request is created on ClearFeed.

  2. Each request is then auto-converted to a Freshdesk ticket.

  3. This Slack thread is now bi-directionally sync with Freshdesk.

Last updated