Create, update, and view tickets without leaving your workflow.
Next Matter also works as a Freshdesk sidebar widget.
Click Workflows > + Create new… > Create a new workflow and give your workflow a name. If you have a workflow ready, click … > Edit workflow.
Click + Add step and select Integrations > Freshdesk.
Click the step and click Configure integration.
Select Create ticket in Freshdesk operation.
Enter the ticket’s title, description, status, and priority.
(Optional) If you have already created the main ticket (parent ticket) as part of this workflow and want to create a child ticket, select the data reference to the parent ticket.
Enter the Requester email and name.
Use the advanced settings to configure the details:
To re-use any ticket data, select them from the Select data to reuse dropdown. Note that the created ticket ID is automatically added as a reference.
Click Workflows > + Create new… > Create a new workflow and give your workflow a name. If you have a workflow ready, click … > Edit workflow.
Click + Add step and select Integrations > Freshdesk.
Click the step and click Configure integration.
Select Update ticket in Freshdesk operation.
Specify the ticket ID and fill in at least one field that should be updated. If you use a data reference for the ticket ID, select the plain option.
If you update tags, new tags will replace the current ones.
Click Workflows > + Create new… > Create a new workflow and give your workflow a name. If you have a workflow ready, click … > Edit workflow.
Click + Add step and select Integrations > Freshdesk.
Click the step and click Configure integration.
Select View company in Freshdesk operation.
Enter the company ID from Freshdesk or use data reference (click {}
) to get it from a previous step.
(Optional) Select the data to use as data references in the following steps.
Save your changes.
The step will pull all available company data from Freshdesk, such as name, date created, date updated, health score, industry, and any related custom fields.