Freshdesk + Rocketlane

Post new Freshdesk ticket notes as task messages in Rocketlane

Improve team communication and stay updated on customer service issues with this workflow. Every time a new ticket note is created in Freshdesk, a task message will be posted in Rocketlane. This seamless connection ensures your team is notified immediately about any updates, allowing for faster response and resolution times. Save time and effort while enhancing your customer service efficiency with this automated solution.

When this happens...
New Ticket Note
Triggers when a Note is added to a Ticket.
TriggerInstant
automatically do this!
Post Task Message
Creates a new Task message.
ActionWrite

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Supported triggers and actions

What does this mean?

New Ticket
Triggers when there is a new ticket is created in Freshdesk.
Trigger
Instant
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New Ticket Note
Triggers when a Note is added to a Ticket.
Trigger
Instant
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Update Contact
Triggers when a user is updated.
Trigger
Instant
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- NameRequired
- Description
- Notes
- Domains
Action
Write
- NameRequired
- Description
Action
Write

- SubjectRequired
- EmailRequired
- Type
- DescriptionRequired
- Priority
- CC Emails
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- Ticket IdRequired
Action
Search
- Changed Account Field
Trigger
Instant
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- Form TemplateRequired
Trigger
Instant
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Project Created
Triggers when a new project is created.
Trigger
Instant
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Task Message Created
Triggers when a new message is added in a task.
Trigger
Instant
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- Changed Task Field
Trigger
Instant
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- Account Name
Action
Write
- ProjectRequired
- Project Phase Id
- External Provider
- External Resource Type
- External Resource Id
- Parent Task Id
- Assignees
Action
Write
- ProjectRequired
Action
Write
- CompanyRequired
Action
Write
- Task IdRequired
- External Provider
- External Resource Type
- External Resource Id
- Assignees
Action
Write
- Search ByRequired
Action
Search
- Search ByRequired
Action
Search
- Email Id
Action
Search

New Contact
Triggers when a new customer is created.
Trigger
Instant
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Update Ticket
Triggers when a Ticket is updated.
Trigger
Instant
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- Ticket NoRequired
- NotesRequired
- PrivateRequired
Action
Write
- Forum CategoryRequired
- NameRequired
- TypeRequired
- VisibilityRequired
- Description
Action
Write
- Forum CategoryRequired
- ForumRequired
- TitleRequired
- Topic DescriptionRequired
- Sticky
- Locked
Action
Write
- NameRequired
- EmailRequired
- Address
- Description
- Phone
- Job Title
- Tags
Action
Write
- EmailRequired
Action
Search
Account Created
Triggers when a new account is created.
Trigger
Instant
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CSAT Submitted
Triggers when a CSAT response is submitted.
Trigger
Instant
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Project Message Created
Triggers when a new message is added in a project.
Trigger
Instant
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- Changed Project Field
Trigger
Instant
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- Project
- Assignees
Trigger
Instant
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- ProjectRequired
Action
Write
- Company NameRequired
- Project Template
- Team Members
- Auto Allocation
Action
Write
- CommentRequired
- Task IdRequired
- PrivateRequired
Action
Write
- ProjectRequired
- TemplatesRequired
Action
Write
- ProjectRequired
Action
Write
- Project IdRequired
Action
Search
- Search ByRequired
Action
Search
- Task IdRequired
Action
Search

About Freshdesk

Freshdesk is an online helpdesk software with multiple channel customer service to support customers across email, phone, chat, web, Twitter and more.

Help

Related categories

Customer Support

Similar apps

About Rocketlane

Rocketlane is a collaborative customer onboarding platform that helps you shorten time to value and deliver a delightful onboarding experience.

Help

Related categories

Project Management

Freshdesk + Rocketlane

Post new Freshdesk ticket notes as task messages in Rocketlane

New Ticket

New Ticket Note

Update Contact

Create Company

Description

Notes

Domains

Create Forum Category

Description

Create Ticket

Type

Priority

CC Emails

API Request (Beta)

Api Docs Info

Query String Parameters

Headers

Additional Request Headers

Body

Find Ticket by Id

Account Updated

Changed Account Field

Form Submitted

Project Created

Task Message Created

Task Updated

Changed Task Field

Create Account

Account Name

Create Task

Project Phase Id

External Provider

External Resource Type

External Resource Id

Parent Task Id

Assignees

Delete Project

Update Account

Update Task

External Provider

External Resource Type

External Resource Id

Assignees

Search Account

Search Task (V2)

User

Email Id

New Contact

Update Ticket

Add Notes to a Ticket

Create Forum

Description

Create Forum Topic

Sticky

Locked

Create Contact

Address

Description

Phone

Job Title

Tags

Find Contact

Account Created

CSAT Submitted

Project Message Created

Project Updated

Changed Project Field

Task Created

Project

Assignees

Archive Project

Create Project

Project Template

Team Members

Auto Allocation

Post Task Message

Import Template to Project

Update Project