Automations and Workflows

Would like to test this from FreshDesk (FD) Sandbox to FreshSales (FS) Sandbox...When a new FD Ticket is created with the type ‘New Customer’ can an automation be done to create a ‘New Deal’ in FS?The aim is to track all our new business, even if its from an existing customer who creates a support ticket, requesting additional business, then a New Deal would be created in FreshSales. 

We still do not receive an email delivery failure notification when we create a new email. We can create an automation rule when we reply to the ticket to a wrong email. However, it’d be great to have a failure notification for a fresh/new email created as well.

Is there a parameter for the reporting manager of the agent on the ticket? I’d like to send an email to them in a workflow.

Someone correct me if my thinking is completely wrong here, but I don’t understand why certain cloud integrations are not Native features of Fresh Service. They can still be in the app market place, if desired, but should be 100% developed and managed by Fresh Service corporate.I support having a 3rd party app market place, but some features are too foundational to an ITSM product (for many environments) to trust to a 3rd party.Example: The asset tracking features of fresh service offers a lot less value if it don’t sync with the customer’s MDM product.In my opinion, there would probably be a dozen or two major IT companies that Fresh service should have native integration or official market place apps for. Fresh service has a native discovery probe. Why isn’t that a 3rd party market place app? They saw reasons to make that a native product. They need to do the same thing with other critical features like Asset sync with cloud services.  

As we understand this issue, we:Can not change the five stages in the hiring process Can not change the “default” substages within these stages Beyond the limitations above, we can not set a custom template of stages and sub-stages for *all of our recruitments* Can someone confirm/clarify any or all of the above?These are all surprising and disappointing limitations for a premium product that otherwise has value for us. Please remove these limitations on customization to reflect your appreciation of diverse hiring processes and approaches and your acknowledgement that “Every job role requires a different interview process.”Thanks. 

Hi, I am creating an automation wherein I send test emails (using power automate) to our helpdesk email with an HTML table within its body. HTML table is working fine when viewed through browser or if it’s sent to a non-helpdesk email, unfortunately when it is being sent to our helpdesk email it is being formatted with no CSS.How the email body when it is sent to a non-helpdesk email (my personal email):How the email body received by our helpdesk email:I’m kind of stuck if the issue is with my email body or is this being limited by the platform. 

HiThis is probably a really silly question, but I’m an admin in our FreshService instance, and I can create and update any workflow automations, however I can’t see any Execution logs.When I click the option, I get a message saying ‘no transactions found’ when there clearly HAVE been some workflows working as my tickets are updating as expected.Is there a role or some permissions that I need to be able to see this please?  

Hello,we have a workflow that it’s basically a Create user Workflow for microsoft active directory (on premise). Suddenly yesterday we noticed that it’s not working anymore, we checked the entire workflow and server config, nothing changed, the ports are open, the orch connects to the server etc.... The freshservice logs says that the user has been created but actually it’s not created. If someone had same problem let me know if there is any solution to this.It’s not something really complicated, it worked with no problems for months.

Will you solution with Freddy AI work with all languages as OpenAI dos or only the major ones? More specific could Freshchat and Freddy AI talk to our customers in Norwegian?

I want to make a workflow for mails recieved between Saturday 20:00 to Monday 05:00.For the saturday i try this: if(weekday({{ticket.created_at}}) == 7 and substring({{ticket.created_at}},11,13) > 20) But i keep getting "invalid operator” errors. als i cant seem to find a list of what format the value of the placeholders (like {{ticket.created_at}}) are.Can someone help me on how i can do this?  

Is this possible? Let’s say I have a client that creates a ticket by email. In this instance, it comes in from testco.com with subject of Server not accessible. Can there by a processing rule that could then append the subject of the email with the company name and change it to: Testco Server not accessible for the ticket? 

Hello, If a ticket is merged together the secondary ticket will get closed. So the requester gets an email saying it is closed. I want to make a workflow whereby if the requesters ticket gets merged, that they recieve an email saying that the ticked is merged. This is what i got from this forum:I’m new to freshservice so i hope this is possible

Tickets are not getting reopened while the customer responds to a closed ticket and you are unable to keep track of the same.

Hi, I’m trying freshdesk and trying to implement it at our company. I have several agents who can access the support email and most of the time they CC the support email when answering a client so that we can all keep track of what is being sent. Will this create a new ticket everytime the support email is CCed? Is there a way to create a rule saying when X, Y and Z send emails to support email do not create a new ticket?

We need 'Ticket Update' event to be triggered when updating the custom field update. We are not getting the same custom field name in the event payload. Because the custom field name is different from the ticket get API.Kindly help us on this.  

Hi,Please suggest how to implement the below use case in freshdesk in the best possible way?Customer mails the issue to customer support and ticket gets assigned to GroupA GroupA analyzes the incident and wants to redirect the ticket to GroupB. At this point of time, groupA needs to have a view of the tickets that they have redriected to GroupBGroupB analyzes the incident further and comes to a conclusion that this problems requires intervention from GroupC. and redirects the ticket to GroupC. At this point of time, GroupA and GroupB needs to have a view of this ticket.I find the use case of shared ownership very limiting and restricting.Moreover, it is not possible to create a child ticket of a child ticket.Please suggest the best way around? 

Hi, I have automations to close the ticket (mark status as closed) if user don’t reply in 48 hours.I need to trigger webhook if this happens, so that I can close ticket on external system automatically.Mind you that Time Triggers don’t have Trigger Webhook function. Under Ticket Updates, I have one automation to trigger webhook if status changed from any to closed/resolved.This works if user/agent are the ones doing it. However, if it’s executed by System (under Time Trigger), I cant do it. Any suggestion/workaround how to achieve so? If I put Tag using the Time Triggered automation, it wont capture either because it’s done by System.Freshdesk support just dismiss me saying that it’s not the functionality offered at the moment.Thank you all.

Is it possible to add a 2nd contact to a ticket, or an alternative email address *and keep it*?We occasionally have clients who are communicating with us on one email address, but ask us to cc a second email address - usually their spouse or work email.You can do that per reply, but it has to be set again with every reply if the client didn’t open the ticket with a cc in the first place.

I am trying to use Webhooks in Workflow Automator to return “Last Private Note” or “Last Updated Time” from tickets, is there a way to configure custom placeholders?

How would one use the filter pane when viewing tickets to see "requester responded"?  I can see it in the tabular view but cannot seem to locate a filter for it.  This would easily allow a view into a question being answered by a requester to proceed with ticket execution.

How do I turn off or stop the ability to create tickets from people just emailing.

Hi there, we have a lot of differents scenarios (we talk 6 languages) and I think that it’s necessary to allow us to classify Scenarios into folders, or give us the option to search by name of Scenario. Right now we have to navigate page by page and we lost a lot of time.  A serach option in Canned Responses and Ticket templates would we nicee too. Thank you,Oriol 

I want my agents to primarily interact with customers over email, but have issues when an agent responds to email notifications from FreshDesk.In my setup I have agents in a group, all new tickets get assigned to that group resulting in a “Ticket Assigned to Group” notification.When an agent responds to that notification, it appears a new ticket is created, rather than a response going to the requestor.Is an email driven workflow from the agent side possible? If so, are there any recommendations to achieve this?Thanks

it happens that the customer calls and opens the ticket from the portal during the call.I would like at that time to be able to change the field by setting it as a ticket opened by phone and not by portalWould it be possible to do this somehow or implement a new feature?

Hi,If there is a common word in two different mails, is there an automation for combining two or more mails?Best regards.