Connect Freshservice and Teamgate to Build Intelligent Automations

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Freshservice

When this happens...

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Teamgate

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Company

New Company

Triggers when a new company is created

New Lead

New Lead

Triggers when a new lead is created

New Deal

New Deal

Triggers when a new deal is created.

New Product

New Product

Trigger when new product created.

New Person

New Person

Trigger when new person created.

Activity Status Changed

Activity Status Changed

Triggers when an activity status is changed.

Do thisActions

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

Create Requestor

Create Requestor

Allows you to create a Requester in Freshservice for your support domain.

Add Notes to a Ticket

Add Notes to a Ticket

Creates a ticket approval request.

Create Ticket

Create Ticket

Create a Freshservice support ticket with subject, description, requester email, priority, status, and optional fields.

Create Lead

Create Lead

Create a new lead

Create Deal

Create Deal

Create a new deal

List All Companies

List All Companies

Retrieves the list of all company

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Frequently Asked Questions

How do I start an integration between Freshservice and Teamgate?

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

Can we customize how data from Freshservice is recorded in Teamgate?

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

How often does the data sync between Freshservice and Teamgate?

The data sync between Freshservice and Teamgate 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 Freshservice to Teamgate?

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 Freshservice and Teamgate?

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

Freshservice

About Freshservice

Integrate with Freshservice to streamline IT services and manage incidents, changes, assets, and more efficiently.

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Teamgate

About Teamgate

Teamgate is an intelligent sales CRM with a great insights. Start from Lead capturing and move along to closing a Deal. Get top reports, which will become a necessity from day one.

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