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Unify customer support and success: Sync Freshdesk tickets with Vitally to trigger proactive engagement. Latenode's visual editor makes it easy to customize data flows and ensure seamless handoffs, while affordable pricing lets you scale affordably.
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Create a New Scenario to Connect Freshdesk and Vitally
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Freshdesk, triggered by another scenario, or executed manually (for testing purposes). In most cases, Freshdesk or Vitally will be your first step. To do this, click "Choose an app," find Freshdesk or Vitally, and select the appropriate trigger to start the scenario.
Add the Freshdesk Node
Select the Freshdesk node from the app selection panel on the right.
Freshdesk
Configure the Freshdesk
Click on the Freshdesk node to configure it. You can modify the Freshdesk URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Vitally Node
Next, click the plus (+) icon on the Freshdesk node, select Vitally from the list of available apps, and choose the action you need from the list of nodes within Vitally.
Freshdesk
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Vitally
Authenticate Vitally
Now, click the Vitally node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Vitally settings. Authentication allows you to use Vitally through Latenode.
Configure the Freshdesk and Vitally 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 Freshdesk and Vitally Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Vitally
Trigger on Webhook
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Freshdesk
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Freshdesk, Vitally, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Freshdesk and Vitally integration works as expected. Depending on your setup, data should flow between Freshdesk and Vitally (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Freshdesk + Vitally + Slack: When a new high-priority ticket is created in Freshdesk, find the corresponding user in Vitally and update their health score. Then, send a notification to the customer success team in Slack about the updated health score for that user.
Vitally + Freshdesk + Google Sheets: When a user's health score is updated in Vitally, create a support ticket in Freshdesk if the score drops below a certain threshold. Log the user ID, previous score, and new score in a Google Sheet.
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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About Vitally
Use Vitally in Latenode to centralize customer success data and automate actions based on health scores. Sync data, trigger alerts for at-risk users, and personalize support workflows, all within Latenode's visual editor. Combine Vitally's insights with other tools for smarter, automated customer lifecycle management.
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How can I connect my Freshdesk account to Vitally using Latenode?
To connect your Freshdesk account to Vitally on Latenode, follow these steps:
Can I trigger Vitally updates from Freshdesk support tickets?
Yes! With Latenode, automatically update Vitally based on Freshdesk ticket events. This ensures your customer success team has the latest support context, improving responsiveness and customer satisfaction.
What types of tasks can I perform by integrating Freshdesk with Vitally?
Integrating Freshdesk with Vitally allows you to perform various tasks, including:
How can I automate complex data transformations from Freshdesk for Vitally?
Latenode's JavaScript blocks enable complex data transformation. Map any Freshdesk data to Vitally's schema with ease and build logic to route custom fields.
Are there any limitations to the Freshdesk and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: