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Automations and Workflows

Using Freshdesk

  • 343 Posts
  • 995 Replies
343 Posts
D
Contributor
deepak.sharma507Contributor
asked in Automations and Workflows
Way to automate adding to-do list to a ticket

Hello all,As the title says, Is there a way to automate adding a to-do list to a ticket. I am looking to attach a list to a ticket based on certain conditions, so as whosoever picks that ticket knows what all steps are required to resolve it. I open to using 3rd party app. The endpoint to create a to-do list is also not available unfortunately. Thanks 

4525
D
Contributor
2 years ago
Karthik swamy
Apprentice
Karthik swamyApprentice
asked in Automations and Workflows
Call is'nt getting routed to the call queue - Routing Automation

Hi All,Hope y’all doing good!I’m facing an issue regarding routing automation custom app in which the call should get connected to the respective routing action depending on the response sent by the app.Application is sending different responses based on the caller. I noticed the call is getting connected to the appropriate call queue  in which i have set the response as “Geekfactory” But, When application sends the response as “invalid” in the routing flow which routes the call to the global agents queue but instead of routing the call to the global queue the routing flow breaks and the call gets disconnected instantly.Attaching the screenshot below,   

360
Karthik swamy
Apprentice
2 years ago
L
Apprentice
leboboApprentice
asked in Automations and Workflows
Is it possible to get {{ticket.public_url}} in webhooks ?

Hello,I use an automation script in freshdesk to publish some tickets info to a web service.Everything works fine {{ticket.id}}, {{ticket.subject}}… are transfered via JSON webhook like this : But, now, I try to transfert {{ticket.public_url}} variable to this webhook but this info is not in the choice list.Maybe I can use “advanced” JSON but I don’t know how is the synthax to put these variables into “even/freshdesk_webhook” part of the JSON structure…I think the best way is that Freshdesk development team adds this item in the choice list :Could you please help me ?  

2103
mfrish
Apprentice
2 years ago
HVA
Top Contributor
HVATop Contributor
asked in Automations and Workflows
Detect responses from CC in rules

Hello,At the moment the Reply is Sent rule will trigger whenever a response is created on a thread, even if that response came from a CC email and not the original requester.This is very confusing as the system will trigger “customer responded” on the ticket, even though it was actually the CC’d contact that responded.Has anyone figured out a way to have Freshdesk differentiate between these two?

562
HVA
Top Contributor
2 years ago
lcoughey
Skilled Expert
lcougheySkilled Expert
asked in Automations and Workflows
How to stop subject required when agent creating ticket?

I have it set that the subject is not required for the agent or the customer, yet the system insiststs that the agent enter a subject.  How do I make this stop?   

501
Aishvarya
Community Debut
2 years ago
lucia.m
Apprentice
lucia.mApprentice
asked in Automations and Workflows
Using webhook to create a new ticket once a reply is sent to a ticket that's closed

Hi,I'm trying to setup an automation rule so that when a customer replies to a closed ticket that’s got a specific tag (the ticket gets the specific tag when 7 days have passed since it was closed), that instead of reopening that same ticket, the last public comment is used to create a new ticket via a webhook.However, I have a automation rule that ranks third in the ticket updates order stating that “When an action performed by Requester When Reply is Sent If Status is not Open AND If Status is not Need to check Set Status as Open” (we would like to keep this rule for tickets that have been closed prior to the 7 days mark).I don’t have coding background but nevertheless I took the challenge head on. I am not sure why the thrid rule gets executed first when the first rule is the webhook one as per my screengrab.  

4052
Sudharshan
Community Debut
2 years ago
jscott2021!
Apprentice
jscott2021!Apprentice
asked in Automations and Workflows
Remove tags with Automation

I have an automation that adds an ‘inbox’ tag to all messages and notes where I am the owner of the ticket or when a ticket is assigned to me. I would like to add another automation to remove that tag when I respond or add a note to the ticket. I am doing this to simulate an email inbox since the only activity view (that I know of) is the dropdown at the top of the screen that is incomplete and not very user friendly. 

9518
M
Contributor
2 years ago
giannakg
Apprentice
giannakgApprentice
asked in Automations and Workflows
Add watcher system notification

Hello I would like to ask when someone is added as watcher he/she does not receive a notification from the system. Is there a way to add maybe a rule or other solution to be notified the assigned watcher (not with email)? Thank you

1983
Sudharshan
Community Debut
2 years ago
M
Apprentice
marcojxApprentice
asked in Automations and Workflows
Managing company field on ticket

Hello,We have a lot of customer that do not want to be bothered by emails when we create a ticket. Still, we need to keep track of the customer requesting the service / ticket.We would like to have a modifiable company field on ticket, but this is not possible apparently.A typical workflow on our side is:a customer calls sales to add something to their subscription the sales guy create a freshdesk ticket to manage additional delivery and so on the customer will follow up with the sales guy through phoneIn this workflow the ticket requester is our sales guy and we have no idea (except in the ticket description) for which this ticket is for, because there is no "Company" or "Customer" field we could manually set up.Any idea to improve this workflow ?thanks

290
M
Apprentice
2 years ago
datasmith
Apprentice
datasmithApprentice
asked in Automations and Workflows
automation based on specific widget

Title says it all. Is there any way to identify in an automation rule which widget the newly created ticket comes from and to react accordingly ?Thanks, David

521
Pooja Bernice
Community Debut
2 years ago
T
Apprentice
Treblatec PresalesApprentice
asked in Automations and Workflows
Route Whatsapp tickets to different groups based on numbers

Hello,how are you?I would like be able to route Whatsapp tickets to different groups based on different numbers through automations.  Example I have 2 whatsapp numers in frshdesk support, I would like that every single ticket created in number 1111111111111 to be assigned to group #1 and every single ticket created in the number 222222222222222 to be assigned to group #2.  

672
Aishvarya
Community Debut
2 years ago
B
Contributor
burgervrContributor
asked in Automations and Workflows
Automated ticket close after no movement for more than 30 days

HiHow do I set up a automated time trigger rule to close ticket that had no movement on them for >60 days.It seems any ticket that had no movement on them for longer than 30 days is not being considered for and of the timed automation rules.Note: I am aware of a app like bulk update light. I am looking for a fully automated solution that I can set up and leave to run.Thanks 

5302
jim.stephen
Community Debut
2 years ago
MinhPhuc2kkk
Top Contributor
MinhPhuc2kkkTop Contributor
asked in Automations and Workflows
Shortcut in Scenario

hey guys,  i wanna ask,are there any shortcut for me to choose a scenario like 1 2 3 without click on it and can i setup a quick reply for the customer in the scenario too?

1582
MinhPhuc2kkk
Top Contributor
2 years ago
illysha
Apprentice
illyshaApprentice
posted in Automations and Workflows
Workflow Action

In workflow when a status is selected then in actions, a email generation to 3rd party is not available, Example, when status is escalation then action option to send an email out ( to service provider/ product vendor)   

412
W
Community Debut
2 years ago
R
Contributor
reymonContributor
asked in Automations and Workflows
Forward last public comment from child to parent ticket with "real" attachments

Hello @all,i would need some help with an automation rule that forwards the last public comment (or reply) with real attachments, if any, from a child ticket to a parent ticket.I got it to work but what i have problems with are the attachments. If i use {{ticket.last_public_comment}} as a placeholder i get the last comment and links to the attachments if there were any. If i add {{ticket.attachments}} nothing changes. This placeholder seems to do nothing.Isn´t there a way that i get real attachments forwarded? Is there another placeholder that i don´t know of? This is  what i have so far: Thanks for your help! 

1472
R
Contributor
2 years ago
JulianeB
Skilled Expert
JulianeBSkilled Expert
asked in Automations and Workflows
Duplicate tickets when the customer use both addresses

Hello to all, In our company, we have several teams who can answer customer issues. Today, only my team uses Freshdesk but we want to have 2 other teams to come too.For this I added the two other email addresses in Freshdesk to start getting ready, so that I have :support@our_mail conseil@our_mail coprolib@our_mail My issue is that when a customer send an email to several of these addresses, it creates 2 tickets instead of one even if one was the direct recipient and the other only a CC. Is there a way to avoir creating two tickets ? Or to merge them ? As a bonus, we sometimes get messages from customers not directly addressed to us but as CC. I would still want to get them but, as we are not directly involved, I would like to be able to tag them (either with a tag, or a spectial status). Can I detect this in the automation ?

6563
Juliana Rozario
Community Debut
2 years ago
Lex.Conex
Apprentice
Lex.ConexApprentice
asked in Automations and Workflows
Freshdesk - Ticket workflow automation (ticket number in subject or body of new incoming message)

In big need of help with an idea on how to add, as a note, a new ticket, if that thicket has an existing one’s number in it’s subject, or body.Ex: I have an ongoing issue, in discussion with a customer and his ticket number is 12345. He sends a new message in which he mentions “ticket 12345” in the subject or body of the message, but that only creates a new ticket which i need to merge with the old one… It’s tiresome and wastes a lot of time...Can this new message be added as a note to my existing ticket?Could these notes be made out to different agents? Maybe set some automation rules?I can’t find anything on this subject, so I’m really looking forward to some help on this issue.Thank you!

12505
Juliana Rozario
Community Debut
2 years ago
foxcubmama
Skilled Expert
foxcubmamaSkilled Expert
asked in Automations and Workflows
Automations on Spilt Tickets

Hello!I am coming up empty on this one. We have an automation set up to send a response when a new ticket is created.We also have an automation set up to send a response when a customer responds to an existing ticket. If a customer responds to an existing ticket and that response is split onto a new ticket they get two auto responses. how to stop the auto response on a split ticket?

1031
Juliana Rozario
Community Debut
2 years ago
JulianeB
Skilled Expert
JulianeBSkilled Expert
asked in Automations and Workflows
How to forward a ticket to an external mail with scenarios

Hi, This is what I am trying to do. Sometimes, some tickets we receive are for another service who doesn’t need to use Freshdesk. I would like to be able to :close the tickets (actually, use a « forwarded » status I created) change the group (so that the other service can have a notification in their Slack canal) forward the ticket to their generic mail addressWith the scenario feature, I was able to change the status and the group but I don’t find how I can transfer the email automatically. Is this possible ? Should I use another functionnality ?

11645
Pooja Bernice
Community Debut
2 years ago
S
Apprentice
SC123Apprentice
asked in Automations and Workflows
Out of Office Not Working

Hi All, We have set up an automation like so to email customers who get in touch outside of business hours: But it is not sending. Is there anything else that needs to be done for these emails to be sent to the requester? Many thanks, SarahSeatPlan.com

971
Juliana Rozario
Community Debut
2 years ago
K
Apprentice
KingApprentice
asked in Automations and Workflows
Pending

Hello,   Does anyone know how i can put a clock on tickets that have been set to pending.  I would like the ability to put a ticket on pending 9lets say cos a user has gone on holiday) but then set the time and date for when this ticket will come off pending and let the agent know.  i cannot see anything for this.  

2473
Pooja Bernice
Community Debut
2 years ago
S
Apprentice
srizkallaApprentice
asked in Automations and Workflows
Automatic Ticket Closure

Hi. Can’t seem to figure out a way to set tickets to automatically close after a period of time. What we’d like to actually do is the following. If we set a ticket to “Resolved”, we’d like the ticket to auto-close in 7 daysIs this possible? I am close with the workflow automator but I fall short with a timing function. Thoughts? 

1701
Pooja Bernice
Community Debut
2 years ago
akashp
Contributor
akashpContributor
asked in Automations and Workflows
Automation didnt work

We have a freshdesk account (free, not paid) and we have configured automation there. The rule is if a ticket is created from any of the domains, move them to this group and send an email to members of that group. But I have tested multiple times, and its not working. Even I dont see any rule that got activated when a ticket is received, from ticket activities tab. Can someone please help on this.?

16512
mrenaud
Skilled Expert
2 years ago
A
Apprentice
anylenApprentice
asked in Automations and Workflows
Using the requestors mobile phone number {{ticket.requester.mobile}} as a placeholder in an automation?

I want to use the mobile phone number {{ticket.requester.mobile}} as a placeholder in an WFA webhook call, but this seems not to be available, only {{ticket.requester.phone}}. Seems to be available in Freshdesk. Anyone here with any luck using requestors mobile number in a WFA or can confirm that this is not possible? 

780
A
Apprentice
2 years ago
B
Apprentice
bladesedgeApprentice
asked in Automations and Workflows
Workflow Automator - Claim but not Disclaimer?

I want to be able to move any new tickets with the word ‘claim’ to another queue, but because many email signatures/footers have ‘disclaimer’ in it, its moving all those tickets to the queue.  Is there a way to include claim but not disclaimer?

931
Juliana Rozario
Community Debut
2 years ago

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