Connect Freshdesk and vPlan to Build Intelligent Automations

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Freshdesk

When this happens...

Choose an Action

vPlan

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Ticket

New Ticket

Trigger when a new ticket created.

New Contact

New Contact

Trigger when a new contect is cteated.

New or Changed Collection

New or Changed Collection

Triggers when a new collection is added or changed.

New or Updated Card

New or Updated Card

Triggers when a card is added or updated.

Attached or Detached Label on a Card

Attached or Detached Label on a Card

Triggers when a label is attached or detached from a card.

Attached or Detached Resource on a Card

Attached or Detached Resource on a Card

Triggers when a resource is attached or detached from a card.

Do thisActions

Action is the task that follows automatically within your Freshdesk integrations.

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 vPlan?

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

Can we customize how data from Freshdesk is recorded in vPlan?

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

How often does the data sync between Freshdesk and vPlan?

The data sync between Freshdesk and vPlan 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 vPlan?

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 vPlan?

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

About vPlan

vPlan is a planning tool to plan and track your work.

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