Connect Freshdesk and Sovos to Build Intelligent Automations
Choose a Trigger
When this happens...
New Ticket
New Contact
Choose an Action
Automatically do this!
- Request a new Action for Sovos
Enable Integrations or automations with these events of Freshdesk and Sovos
Enable Integrations or automations with these events of Freshdesk and Sovos
Triggers
New Ticket
Trigger when a new ticket created.
New Contact
Trigger when a new contect is cteated.
Actions
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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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Freshdesk and Sovos accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshdesk triggers actions in Sovos (or vice versa).
Absolutely. You can customize how Freshdesk data is recorded in Sovos. This includes choosing which data fields go into which fields of Sovos, setting up custom formats, and filtering out unwanted information.
The data sync between Freshdesk and Sovos 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 Sovos. 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 Sovos
Sovos is a leading provider of software solutions that help businesses navigate the complexities of tax compliance and reporting. With a focus on simplifying the tax process, Sovos offers a comprehensive suite of tools designed to ensure compliance with global tax regulations, streamline tax reporting, and reduce the risk of audits. Their solutions cater to a wide range of industries, providing businesses with the confidence to manage their tax obligations efficiently.
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