Integrations Freshchat Classic ProductPlan
Freshchat Classic + ProductPlan
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Supported Triggers & Actions

Everything you can automate between Freshchat Classic and ProductPlan.

When this happensTriggers

A trigger is an event that starts a workflow.

New Bar Appears on Roadmap

New Bar Appears on Roadmap

Runs when New Bar Appears on Roadmap

Roadmap Is Updated

Roadmap Is Updated

Runs when roadmap is updated

Roadmap Bar Is Updated

Roadmap Bar Is Updated

Runs when roadmap bar is updated

Request a new Trigger for Freshchat Classic

Do thisActions

Action is the task that follows automatically within your Freshchat Classic integrations.

Create a User

Create a User

Add a new user to Freshchat.

Search Users

Search Users

Find users by email, name, phone number, or reference ID and return matching user records. Supports pagination and sorting.

Create a conversation

Create a conversation

Creates a new conversation.

Search User

Search User

Search a user.

Create New Bar

Create New Bar

Add a new bar to your roadmap.

Get Roadmap Bars

Get Roadmap Bars

Get all bars for a roadmap.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Freshchat Classic
Freshchat Classic + ProductPlan
Freshchat Classic logo

About Freshchat Classic

Freshchat is a modern messaging software designed to help businesses engage with their customers through various communication channels. It offers features like live chat, chatbots, and in-app messaging to enhance customer support and improve customer experience.

Learn more

Frequently Asked Questions

How do I connect Freshchat Classic and ProductPlan?

Sign up for a free viaSocket account, then authorize both your Freshchat Classic and ProductPlan accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Freshchat Classic and ProductPlan as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Freshchat Classic to ProductPlan?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ProductPlan. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Freshchat Classic triggers actions in ProductPlan, and a separate workflow where ProductPlan triggers actions in Freshchat Classic. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Freshchat Classic and ProductPlan. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Freshchat Classic and ProductPlan integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.