+2
Applicable plans: Forest/Enterprise
You can create Custom Objects to capture all relevant, business-critical information right from the get-go with just a few clicks. Through these Custom Objects, you can equip your agents with complete context and enable them to be productive, and respond and resolve faster than ever.
If you are on the Forest or Enterprise plan, just drop a comment on this post to learn more!
+11
Just starting to look at it, the video say just to import data, is that using the CSV file? Nothing on how to do that. Using CSV is good for things that don’t change that often like ones a months.
Second way is to use the API I guess.
Can this objects be used in automations? ( Like you can in Freshservice )
Go to Admin -> Support Operations -> Custom Objects. Click on 'Create a custom object' Enter the Custom Object name, in this case, we can use 'Orders' Enter a description for the object.
Regards,
Rachel Gomez
+6
Just starting to look at it, the video say just to import data, is that using the CSV file? Nothing on how to do that. Using CSV is good for things that don’t change that often like ones a months.
Second way is to use the API I guess.
Can this objects be used in automations? ( Like you can in Freshservice )
Hi
I hope you’re doing well!
Greetings from the Freshworks Community!
Yes, you are correct, you can update the Custom Object records using API. Here is the Documentation
https://developers.freshdesk.com/api/#update_a_custom_object_record
Also, Yes, you can set up Automations using the Custom Object records.
Please check this article to learn more about Custom Objects:
https://support.freshdesk.com/en/support/solutions/folders/50000000724
Please let us know if you have more queries regarding Custom Objects.
Regards,
Jebas D
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