Connect Freshdesk and MyDocSafe to Build Intelligent Automations
Ready to use Freshdesk and MyDocSafe automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Ticket
Trigger when a new ticket created.
New Contact
Trigger when a new contect is cteated.
Document is Signed
Triggers when a document is signed by all required parties.
Form is submitted
Triggers when a form is submitted
Esign is Rejected
Triggers when a esign is rejected
Sign Request Sent
Triggers when a document sign request is sent.
Do thisActions
Action is the task that follows automatically within your Freshdesk integrations.
Create a Contact
Creates a new contact
Create a Company
Creates a new company
Create Forum Category
Create a new forum category
Create a Forum
Creates a new forum.
Create a Forum Topic
Creates a new forum topic
Add Notes to a Tickets
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Frequently Asked Questions
To start, connect both your Freshdesk and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshdesk triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how Freshdesk data is recorded in MyDocSafe. This includes choosing which data fields go into which fields of MyDocSafe, setting up custom formats, and filtering out unwanted information.
The data sync between Freshdesk and MyDocSafe typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Freshdesk and MyDocSafe. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Freshdesk
Freshdesk is a cloud-based customer service software that provides helpdesk support with all smart automations to get things done faster. It offers ticketing, automation, reporting, and collaboration features to streamline support processes and improve customer engagement.
Learn MoreAbout MyDocSafe
MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
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