Skip to main content
Solved

How to fill Contact fields?


equal.postost
Apprentice
Forum|alt.badge.img

Hi,

I’ve created a ticket form with many of customs fields, all of them are linked with a newly created ticket.

In addition I have a few fields in the form (phone, telegram id, job title etc) which have to be linked with a user, not with a ticket. How to add information from these “user” fields to the Contact details?

Thanks

Best answer by aravind.sundararajan

Hello @equal.postost 

I would like to extend a warm welcome to the Freshworks Community. If you wish to add ticket field values to a contact field, you can make use of the "Trigger Webhook" action in automation (Ticket creation) and leverage the Freshdesk APIs to update the contact details.

To help you with this, I am sharing a sample webhook request that you may find useful:

To: POST https://yourdomain.freshdesk.com/api/v2/contacts/{{ticket.requester.id}}

Payload:

{ "phone":"{{ticket.cf_phone}}", "job title":"{{ticket.cf_job_title}}" }

 

Cheers!

View original
Did this topic help you find an answer to your question?

5 replies

aravind.sundararajan
Skilled Expert
Forum|alt.badge.img+12

Hello @equal.postost 

I would like to extend a warm welcome to the Freshworks Community. If you wish to add ticket field values to a contact field, you can make use of the "Trigger Webhook" action in automation (Ticket creation) and leverage the Freshdesk APIs to update the contact details.

To help you with this, I am sharing a sample webhook request that you may find useful:

To: POST https://yourdomain.freshdesk.com/api/v2/contacts/{{ticket.requester.id}}

Payload:

{ "phone":"{{ticket.cf_phone}}", "job title":"{{ticket.cf_job_title}}" }

 

Cheers!


equal.postost
Apprentice
Forum|alt.badge.img

Thank you, but I am absolutely zero in webhooks, automations etc

Is there any possible just copy some standard fields from a ticket to a contact?


aravind.sundararajan
Skilled Expert
Forum|alt.badge.img+12

Hello @equal.postost Can you please share details about your instance in DM? If you can share the form link with me, I can help you with the exact automation that need to be configured to support this usecase.

 

Cheers!


Forum|alt.badge.img+3
  • Contributor
  • 35 replies
  • March 15, 2025
equal.postost wrote:

Hi,

I’ve created a ticket form with many of customs fields, all of them are linked with a newly created ticket.

In addition I have a few fields in the form (phone, telegram id, job title etc) which have to be linked with a user, not with a ticket at https://plancul.app/le-havre/. How to add information from these “user” fields to the Contact details?

Thanks

To link user fields like phone, telegram ID, or job title to the Contact details in Pipefy, you can use the "Contact" field type in the form. This allows you to store user-specific information, which can then be added to the contact details automatically when a new ticket is created. Additionally, make sure to configure the automation so that when a ticket is created, the user information from the form is correctly associated with the contact, allowing for seamless updates to the user profile.


Stickwarlegacypro
Community Debut

In Stick War Legacy, the best skins aren’t just for looks—they boost your army’s strength! The Lava Skin burns enemies, Ice Skin slows them down, and Savage Skin increases attack power. From Vamp to Leaf Skins, each offers unique advantages. Choose wisely, dominate battles, and conquer the battlefield in style! 


Reply