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How to connect Freshdesk and Youform
Create a New Scenario to Connect Freshdesk and Youform
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 Freshdesk, triggered by another scenario, or executed manually (for testing purposes). In most cases, Freshdesk or Youform will be your first step. To do this, click "Choose an app," find Freshdesk or Youform, 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.
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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 Youform Node
Next, click the plus (+) icon on the Freshdesk node, select Youform from the list of available apps, and choose the action you need from the list of nodes within Youform.
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Authenticate Youform
Now, click the Youform node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Youform settings. Authentication allows you to use Youform through Latenode.
Configure the Freshdesk and Youform 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 Youform 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Freshdesk, Youform, 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 Freshdesk and Youform integration works as expected. Depending on your setup, data should flow between Freshdesk and Youform (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Freshdesk and Youform
Youform + Freshdesk + Slack: When a new form submission is received in Youform, a new ticket is created in Freshdesk. A message is then sent to a dedicated Slack channel to notify agents about the new ticket.
Youform + Google Sheets + Freshdesk: When a new form is submitted via Youform, the submission data is added as a new row to a Google Sheet. A support ticket is also created in Freshdesk based on the form submission.
Freshdesk and Youform integration alternatives
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 Youform
Use Youform in Latenode to capture data and kick off automated processes. Create forms, then automatically trigger workflows to process submissions, update databases, and send notifications. Extend Youform with JavaScript code inside Latenode for custom validation and complex logic. Scale form-driven automation without vendor lock-in.
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FAQ Freshdesk and Youform
How can I connect my Freshdesk account to Youform using Latenode?
To connect your Freshdesk account to Youform on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Freshdesk and click on "Connect".
- Authenticate your Freshdesk and Youform accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Freshdesk tickets from Youform submissions?
Yes, you can! Latenode enables automatic ticket creation, eliminating manual data entry. Get instant support requests directly from form data, streamlining your workflow.
What types of tasks can I perform by integrating Freshdesk with Youform?
Integrating Freshdesk with Youform allows you to perform various tasks, including:
- Create new Freshdesk tickets from Youform submissions automatically.
- Update Freshdesk ticket properties based on Youform responses.
- Send customized email notifications based on Freshdesk ticket status.
- Generate reports on form submission data within Freshdesk.
- Trigger Youform actions when a Freshdesk ticket is created/updated.
How secure is data transfer between Freshdesk and Youform on Latenode?
Latenode uses secure data encryption and follows industry best practices to ensure the safety and integrity of your data during transfer and storage.
Are there any limitations to the Freshdesk and Youform integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex form logic in Youform may require custom JavaScript code within Latenode.
- Rate limits imposed by Freshdesk and Youform APIs can affect performance.
- File uploads through Youform might need additional parsing steps in Latenode.
