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How to connect Cloze and Freshdesk
Create a New Scenario to Connect Cloze and Freshdesk
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Cloze, triggered by another scenario, or executed manually (for testing purposes). In most cases, Cloze or Freshdesk will be your first step. To do this, click "Choose an app," find Cloze or Freshdesk, and select the appropriate trigger to start the scenario.
Add the Cloze Node
Select the Cloze node from the app selection panel on the right.
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Add the Freshdesk Node
Next, click the plus (+) icon on the Cloze node, select Freshdesk from the list of available apps, and choose the action you need from the list of nodes within Freshdesk.
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Authenticate Freshdesk
Now, click the Freshdesk node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Freshdesk settings. Authentication allows you to use Freshdesk through Latenode.
Configure the Cloze and Freshdesk Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Cloze and Freshdesk Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Cloze, Freshdesk, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Cloze and Freshdesk integration works as expected. Depending on your setup, data should flow between Cloze and Freshdesk (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Cloze and Freshdesk
Cloze + Freshdesk + Slack: When a project changes in Cloze, a ticket is created in Freshdesk to address any support issues related to the project. The support team is then notified via Slack.
Freshdesk + Cloze + Google Sheets: When a new ticket is created in Freshdesk, the automation finds the associated contact in Cloze and then adds a row to a Google Sheet, tracking the ticket details and the corresponding Cloze contact information.
Cloze and Freshdesk integration alternatives
About Cloze
Use Cloze in Latenode to automate your CRM and sales processes. Automatically update records, trigger follow-ups, and generate reports based on real-time data. Integrate Cloze with other apps like email, calendars, and databases using Latenode's visual editor. Customize flows with JavaScript or AI for advanced lead qualification and faster deal closing.
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About Freshdesk
Sync Freshdesk tickets with other apps in Latenode to automate support workflows. Update databases, trigger alerts, or generate reports based on ticket status, all without code. Connect Freshdesk to your CRM or marketing tools to close the loop on customer issues. Less manual work, more automation.
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FAQ Cloze and Freshdesk
How can I connect my Cloze account to Freshdesk using Latenode?
To connect your Cloze account to Freshdesk on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Cloze and click on "Connect".
- Authenticate your Cloze and Freshdesk accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Freshdesk tickets from Cloze opportunities?
Yes, you can! Latenode allows flexible ticket creation based on opportunity stages in Cloze, streamlining support workflows and ensuring no opportunity is missed.
What types of tasks can I perform by integrating Cloze with Freshdesk?
Integrating Cloze with Freshdesk allows you to perform various tasks, including:
- Create Freshdesk tickets when new Cloze opportunities are created.
- Update Freshdesk tickets when a Cloze opportunity stage changes.
- Sync Cloze contacts to Freshdesk as customers.
- Send Cloze opportunity details to Freshdesk for context.
- Trigger Cloze actions from Freshdesk ticket updates.
Can I use JavaScript code to enhance Cloze data in Latenode?
Yes, use JavaScript blocks within Latenode to transform Cloze data, adding custom logic and calculations before sending to Freshdesk.
Are there any limitations to the Cloze and Freshdesk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom field mappings may require JavaScript transformation.
- Rate limits of Cloze and Freshdesk APIs apply.
- Historical data migration requires a separate workflow.
