Freshdesk + Vitally

Create Vitally notes for new Freshdesk tickets

When a new ticket is created in Freshdesk, push that ticket into Vitally as a note. Streamline your customer management by centralizing information.

When this happens...
New Ticket
Triggers when there is a new ticket is created in Freshdesk.
TriggerInstant
automatically do this...
Find a User
Finds a user by id (vitally or external), name, or email
ActionSearch
then do this!
Create Note
Creates a Note in Vitally
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
Try It
New Ticket Note
Triggers when a Note is added to a Ticket.
Trigger
Instant
Try It
Update Contact
Triggers when a user is updated.
Trigger
Instant
Try It
- 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
List Project Templates
Lists all Project Templates
Trigger
Scheduled
Try It
List Custom Objects
Lists all Custom Objects
Trigger
Scheduled
Try It
- Custom ObjectRequired
Trigger
Instant
Try It
- Indicator
Trigger
Instant
Try It
NPS Response Created
Triggers when a new NPS Response is created in Vitally
Trigger
Instant
Try It
List Project Templates
Lists all Project Templates
Trigger
Scheduled
Try It
List Projects
Lists all Projects
Trigger
Scheduled
Try It
Project Status Changed
Triggers when a Project's status changes in Vitally
Trigger
Instant
Try It
- Segment
Trigger
Instant
Try It
Task Completed
Triggers when a Task is marked complete in Vitally
Trigger
Instant
Try It
- TypeRequired
- UserRequired
- Teammate
- Message TextRequired
- Subject
- Timestamp
- ID
- URL
- Conversation ID
- Conversation URL
Action
Write
- UserRequired
- Reponse TimestampRequired
- Score
- Feedback
- Response ID
Action
Write
- CustomerRequired
- SegmentRequired
Action
Write
- CreatorRequired
- EventRequired
- Message ID
- Properties
Action
Write
- Custom ObjectRequired
- Custom Object InstanceRequired
Action
Write
- ProjectRequired
- StatusRequired
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search
- NameRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
Action
Search
- Custom ObjectRequired
- Search FieldRequired
- Customer
- Organization
- NameRequired
- Owner (Teammate)
- Created By (Teammate)
- External ID
Action
Search or write
- Search FieldRequired
- Customer
- Organization
- NameRequired
- Assigned Teammate
- Category
- Description
- Due Date
- Tags
- Traits
Action
Search or write

New Contact
Triggers when a new customer is created.
Trigger
Instant
Try It
Update Ticket
Triggers when a Ticket is updated.
Trigger
Instant
Try It
- 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
Customer Created
Triggers when a new Customer is created in Vitally
Trigger
Instant
Try It
- Custom ObjectRequired
Trigger
Scheduled
Try It
- Custom ObjectRequired
Trigger
Instant
Try It
- Playbook
Trigger
Instant
Try It
Note Created
Triggers when a new Note is created in Vitally
Trigger
Instant
Try It
Organization Created
Triggers when a new Organization is created in Vitally
Trigger
Instant
Try It
Project Created
Triggers when a new Project is created in Vitally
Trigger
Instant
Try It
List Project Statuses
Lists all Project Statuses
Trigger
Scheduled
Try It
- Segment
Trigger
Instant
Try It
Task Created
Triggers when a new Task is created in Vitally
Trigger
Instant
Try It
- Custom ObjectRequired
- Customer
- Organization
- NameRequired
- Owner (Teammate)
- Created By (Teammate)
- External ID
Action
Write
- Customer
- Organization
- Teammate
- Category
- Subject
- TextRequired
- Date
- Tags
- Traits
Action
Write
- Template TypeRequired
Action
Write
- Customer
- Organization
- NameRequired
- Assigned Teammate
- Category
- Description
- Due Date
- Tags
- Traits
Action
Write
- CustomerRequired
- Traits
Action
Write
- OrganizationRequired
- Traits
Action
Write
- UserRequired
- Traits
Action
Write
- Custom ObjectRequired
- Search FieldRequired
Action
Search
- Search FieldRequired
Action
Search
- Search FieldRequired
Action
Search
- EmailRequired
Action
Search
- Search FieldRequired
- Customer
- Organization
- Teammate
- Category
- Subject
- TextRequired
- Date
- Tags
- Traits
Action
Search or write

About Freshdesk

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

Related categories

Customer Support

Similar apps

About Vitally

Vitally is a customer success platform for high-growth B2B SaaS teams.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Freshdesk + Vitally

Create Vitally notes for new Freshdesk tickets

New Ticket

New Ticket Note

Update Contact

Create Company

Create Forum Category

Create Ticket

API Request (Beta)

Find Ticket by Id

List Project Templates

List Custom Objects

Custom Object Instance Updated

Indicator Instance No Longer Active

NPS Response Created

List Project Templates

List Projects

Project Status Changed

Customer Exited Segment

Task Completed

Create Message

Create NPS Response

Add Customer to Segment

Create Track

Update a Custom Object Instance Traits

Update Project Status

Find a Customer

Find an Event

Find a Organization

Find a User

Find or Create Custom Object Instance

Find or Create Task

New Contact

Update Ticket

Add Notes to a Ticket

Create Forum

Create Forum Topic

Create Contact

Find Contact

Customer Created

List Custom Object Instances

Custom Object Instance Created

New Active Indicator at Customer

Note Created

Organization Created

Project Created

List Project Statuses

Customer Entered Segment

Task Created

Create a Custom Object Instance

Create Note

Create Project From Template

Create Task

Update Customer Traits

Update Organization Traits

Update User Traits

Find a Custom Object Instance

Find a Note

Find a Task

Find a Teammate

Find or Create Note

About Freshdesk

Related categories

Similar apps

Zendesk

Help Scout

Mojo Helpdesk

About Vitally

Related categories

Similar apps

Zapier Interfaces