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Frequently Asked Questions about Freshdesk + Trello integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Freshdesk and Trello
How do I integrate Freshdesk with Trello using your platform?
You can integrate Freshdesk with Trello by using our automated workflows. Simply select Freshdesk as the trigger app and choose a trigger event like 'New Ticket'. Then, set Trello as the action app and choose an action such as 'Create Card'. Once set up, our platform will handle the automation whenever the specified event occurs.
Can I customize which Trello lists new Freshdesk tickets are sent to?
Yes, during the setup of your workflow, after selecting Trello as the action app and 'Create Card' as the action event, you can specify which list on your Trello board should receive new cards based on tickets created in Freshdesk. This customization allows you to organize tasks based on your needs.
Is it possible to update a Trello card when a Freshdesk ticket status changes?
Certainly! You can set up an automation where a change in ticket status in Freshdesk acts as a trigger. Then, choose an appropriate update action for Trello, such as moving a card to a different list or adding labels, so that the corresponding Trello card reflects this change.
What kind of triggers from Freshdesk can initiate actions in Trello?
A variety of triggers from Freshdesk can be used to initiate actions in Trello. Some common ones include 'New Ticket', 'Updated Ticket', and 'Closed Ticket'. Each trigger can be linked to specific actions in Trello like creating cards, updating card details, or moving cards between lists.
Are there any limitations when integrating Freshdesk with Trello?
While our platform handles most basic and advanced integrations smoothly, limitations may exist based on API restrictions from either service or specific actions not supported directly within their given API endpoints. It's important to review both services' capabilities if you encounter issues.
Can comments added in a Freshdesk ticket appear on a linked Trello card automatically?
Yes, you can create an automated workflow where adding a comment in a Freshdesk ticket triggers an update action that posts this comment onto the linked card's comment section in Trello. This ensures that all communications are seamlessly integrated across platforms.
How do I troubleshoot if my integration between Freshdesk and Trello isn’t working correctly?
First, verify that all trigger events and conditions are correctly set up. Check that both apps have authorized connections through our website. If issues persist, reviewing detailed logs available on your dashboard might provide insights into connectivity problems or other errors occurring during automation execution.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.