Integrations Freshdesk Painel do Corretor
Freshdesk + Painel do Corretor

Connect Freshdesk and Painel do Corretor to Build Intelligent Automations

Choose a Trigger

Freshdesk

When this happens...

Choose an Action

Painel do Corretor

Automatically do this!

Enable Integrations or automations with these events of Freshdesk and Painel do Corretor

Enable Integrations or automations with these events of Freshdesk and Painel do Corretor

Triggers

New Ticket

New Ticket

Trigger when a new ticket created.

New Contact

New Contact

Trigger when a new contect is cteated.

Request a new Trigger for Freshdesk

Actions

Create a Contact

Create a Contact

Creates a new contact

Create a Company

Create a Company

Creates a new company

Create Forum Category

Create Forum Category

Create a new forum category

Create a Forum

Create a Forum

Creates a new forum.

Create a Forum Topic

Create a Forum Topic

Creates a new forum topic

Add Notes to a Tickets

Add Notes to a Tickets

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Frequently Asked Questions

How do I start an integration between Freshdesk and Painel do Corretor?

To start, connect both your Freshdesk and Painel do Corretor accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshdesk triggers actions in Painel do Corretor (or vice versa).

Can we customize how data from Freshdesk is recorded in Painel do Corretor?

Absolutely. You can customize how Freshdesk data is recorded in Painel do Corretor. This includes choosing which data fields go into which fields of Painel do Corretor, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Freshdesk and Painel do Corretor?

The data sync between Freshdesk and Painel do Corretor typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Freshdesk to Painel do Corretor?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Freshdesk and Painel do Corretor?

Yes, you can set conditional logic to control the flow of data between Freshdesk and Painel do Corretor. 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.

Freshdesk

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.

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Painel do Corretor

About Painel do Corretor

The Panel do Corretor is the best CRM and quotation app to insurance brokers!

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