Integrate Autotask with Freshdesk

Appy Pie Connect allows you to automate multiple workflows between Autotask and Freshdesk

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About Autotask

Autotask provides an IT business management tool that combines RMM, service desk, CRM, projects, time, billing, reporting, and more. It has the ability to integrate all the features you may need to meet your specific business requirements.

About Freshdesk

Freshdesk is a cloud based customer support software for companies with multiple support agents and complex customer service requirements. It combines the power of social networks, crowd support, email and phone with information channels like forums and internal notes.

Want to explore Autotask + Freshdesk quick connects for faster integration? Here’s our list of the best Autotask + Freshdesk quick connects.

Explore quick connects

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Connect Autotask + Freshdesk in easier way

It's easy to connect Autotask + Freshdesk without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Account

    Triggers whenever a new Account is added.

  • New Appointment

    Triggers whenever a new appointments is added.

  • New Configuration Item

    Triggers when a new Configuration Item is found.

  • New Holiday

    Triggers whenever a new holiday is added.

  • New Invoice

    Triggers whenever a new invoice is added.

  • New Item Or Service

    Triggers whenever a new item/service is added.

  • New Opportunity

    Triggers whenever a new opportunity is added.

  • New Project

    Triggers when a new Project is found.

  • New Task

    Triggers when a new Task is found.

  • New Ticket

    Triggers when a new Ticket is found.

  • New Time Entry

    Triggers when a new Time Entry is found.

  • New Todos

    Triggers whenever a new account todos is added.

  • New or Updated Contact

    Triggers whenever a new or updated Contact is found.

  • New or Updated Ticket Note

    Triggers when a ticket note is updated or created.

  • Service Call

    Trigger if a service call was created/setup

  • Updated Account

    Triggers when an Account is updated.

  • Updated Task

    Triggers when a updated task is found.

  • Updated Ticket

    Triggers when a ticket is updated.

  • Updated Time Entry

    Triggers when a Time Entry is updated.

  • New Contact

    Triggers when a new customer is created.

  • New Ticket

    Triggers when there is a new ticket is created in Freshdesk.

  • Update Ticket

    Triggers when a Ticket is updated.

  • Actions
  • Create Account

    Creates an account.

  • Create Appointment

    Creates an appointment.

  • Create Contact

    Creates a contact.

  • Create Opportunity

    Creates a opportunity.

  • Create Ticket

    Creates a ticket.

  • Create Ticket Note

    Creates a ticket note.

  • Create Time Entry

    Creates a Time Entry.

  • Create ToDo

    Creates a ToDo.

  • Update Opportunity

    Updates an opportunity.

  • Update Ticket

    Updates a ticket.

  • Create Contact

    Allows you to create a User/Customer in Freshdesk for your support domain.

  • Create Ticket

    Create a ticket in Freshdesk for your domain.

How Autotask & Freshdesk Integrations Work

  1. Step 1: Choose Autotask as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Freshdesk as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Autotask to Freshdesk.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Autotask and Freshdesk

Autotask is a cloud-based software that allows businesses to manage their entire IT infrastructure by streamlining the user experience. Freshdesk is an all-in-one customer support platform which allows users to manage multiple customer care interactions from one single place.Freshdesk was launched in 2011 by two former Zoho employees who wanted to build an all-in-one customer support solution. The company is headquartered in San Bruno, California and has offices in India, Singapore, Sri Lanka and the Philippines.The Autotask Enterprise Cloud supports more than 750,000 end users worldwide. It is a complete IT management solution for small and mid-sized businesses designed to bring together core IT functions including network management, ticketing and help desk, asset management, and project and resource management.

A. Integration of Autotask and Freshdesk:According to Freshdesk, "integrating Freshdesk with Autotask is simple".First of all, you need to have a Freshdesk account. Next you will need to sign into your Autotask account and go to Settings > External Integrations > Create New Integration. Select Freshdesk from the list of integrations available. Add your Freshdesk API key from your Freshdesk account panel. Enter the subject line and body of the email notification you want to send for each ticket created in Freshdesk. You can also set up webhooks for different events on your Freshdesk instance like service tickets closed, customers added or deleted. Lastly, save the integration information for future use.You can also create a custom integration between Autotask and Freshdesk by providing parameters that define how tickets are created in Freshdesk as Autotask tickets. For example, if you want to create a new ticket every time a customer creates a service request in Freshdesk with a subject line matching the pattern "[FRESH]*", then you can create a new integration with the following parameters:Of course you can define additional conditions if required. Every time a ticket is created in Freshdesk with such conditions, a ticket will be created in Autotask automatically. This helps you automate some common tasks like updating a customer's status or creating a work order when a customer asks for assistance related to their problem.B. Benefits of Integration of Autotask and Freshdesk:Freshdesk provides seamless integration with several business apps like Salesforce, Zendesk, Google Apps and more via Appy Pie Connect . This allows you to connect your customer support platform with other critical business applications so that you can receive updates from those applications right inside Freshdesk. For example, if a sales representative submits an opportunity in Salesforce , then it gets updated inside Freshdesk too so that you can notify your customer about this change via email and provide them with the appropriate solution.FreshDesk provides alerts via email whenever there are changes made in some of the popular business applications. For example, when a task is closed or completed in JIRA , a notification is sent to the relevant user via email. Similarly when a new user is added or removed from Salesforce , an alert is sent via email. This helps you stay updated with important events in your business applications without having to go through every single one to check for changes manually.FreshDesk lets you trigger events using Appy Pie Connect . In this way you can trigger events in your business applications right from FreshDesk . For example, if there is some change in the status of a particular task in JIRA , you can trigger an event which would update the relevant information on your wiki page or send out an alert via email. This helps you keep your wiki page updated without having to go through it repeatedly to check for any changes manually.

Both Autotask and Freshdesk are great tools that make life easy for IT administrators as well as customers. By integrating Autotask and Freshdesk, both businesses and customers can enjoy seamless integration between these two platforms and receive automatic updates regarding critical business happenings right inside Freshdesks so that they can focus on serving their clients better instead of running around trying to figure out what happened in other business applications.Freshdesk integrates with several business applications so that you can monitor what happens in critical business apps right inside your customer support platform which makes life easier for both customers and IT admins. By integrating Autotask with Freshdesk, you can easily automate some routine tasks like updating customer information or creating work orders as soon as there are changes made inside critical business applications so that you can provide timely solutions to your clients' problems without having to waste valuable time manually checking for any changes in those apps.

The process to integrate Autotask and Freshdesk may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick solution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm