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How to connect Monday and Freshdesk
Create a New Scenario to Connect Monday 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 Monday, triggered by another scenario, or executed manually (for testing purposes). In most cases, Monday or Freshdesk will be your first step. To do this, click "Choose an app," find Monday or Freshdesk, and select the appropriate trigger to start the scenario.
Add the Monday Node
Select the Monday node from the app selection panel on the right.
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Add the Freshdesk Node
Next, click the plus (+) icon on the Monday 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 Monday 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 Monday 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 Monday, 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 Monday and Freshdesk integration works as expected. Depending on your setup, data should flow between Monday 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 Monday and Freshdesk
Monday + Freshdesk + Slack: When a new high-priority item is created in Monday, a ticket is created in Freshdesk. A notification is then sent to a designated Slack channel to alert the support team.
Freshdesk + Google Sheets + Monday: When a Freshdesk ticket is updated, the resolution time is recorded in a Google Sheet. This data is then used to update the relevant project timeline in Monday.
Monday and Freshdesk integration alternatives
About Monday
Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.
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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 Monday and Freshdesk
How can I connect my Monday account to Freshdesk using Latenode?
To connect your Monday account to Freshdesk on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Monday and click on "Connect".
- Authenticate your Monday and Freshdesk accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically escalate Freshdesk tickets based on Monday project status?
Yes, you can! Latenode allows you to create custom workflows to monitor Monday project status and automatically escalate Freshdesk tickets, improving response times and customer satisfaction.
What types of tasks can I perform by integrating Monday with Freshdesk?
Integrating Monday with Freshdesk allows you to perform various tasks, including:
- Create Freshdesk tickets from new Monday tasks.
- Update Monday task status when a Freshdesk ticket is resolved.
- Sync customer data between Monday and Freshdesk.
- Trigger Monday automations based on Freshdesk ticket properties.
- Generate reports combining data from both Monday and Freshdesk.
HowdoIhandlecomplexconditionalautomationsofMondaydataonLatenode?
Latenode'svisualeditorandJavaScriptsupportletsyoubuildcomplexconditionalautomationseasily,handlingintricateMondaydatamanipulationandlogic.
Are there any limitations to the Monday and Freshdesk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time synchronization depends on the API rate limits of both apps.
- Historical data migration requires custom implementation.
