Freshdesk Workflows

Integrating Freshdesk and Dropthought allows you to connect your Dropthought account with your Freshdesk account, facilitating data exchange between the two platforms.

This article will help you to understand:

1. What are the various available workflows?

2. When do you use these workflows?

3. How do you enable and disable Freshdesk workflows?

Workflows

Note: This integration can create a new contact in a Dropthought list.

Create contacts in the Dropthought list whenever a ticket is closed in Freshdesk:
When you close a ticket in Freshdesk, the customer's contact information is automatically added to a Dropthought list.

Enable Workflows

Follow the below steps to enable Freshdesk workflows:

Note: Make sure your Freshdesk account is linked with your Dropthought account.

1. Navigate to the Freshdesk integration page. Click on the Freshdesk logo. You can view the available workflows below the app’s logo.

2. You will find the available workflows on the following page. Click on the Use Workflow button against the required workflow.                              

3. Click Use workflow.

4. You will be prompted upon successfully activating the workflow.

5. The Use workflow button changes to Stop using workflow.

Disable workflow

Follow the below steps to disable Freshdesk workflows:

1. Navigate to the Freshdesk integration page.                                  

2. Click on Stop using workflow provided against the required workflow.

3. You will be prompted to confirm. Click on Yes, I’m sure to complete the process.

Note: You will be prompted when you disable the workflow. The “Stop using workflow” button will be changed to “Use Workflow.” The workflow will be unavailable to use while setting the triggers.