IntegrationsFreshserviceupbooks
Freshservice + upbooks

Connect Freshservice and upbooks to Build Intelligent Automations

Choose a Trigger

Freshservice

When this happens...

Choose an Action

upbooks

Automatically do this!

Enable Integrations or automations with these events of Freshservice and upbooks

Enable Integrations or automations with these events of Freshservice and upbooks

Actions

Create Ticket

Create Ticket

Creates a new support ticket in Freshservice.

Add Note to Ticket

Add Note to Ticket

Adds a note to an existing ticket to provide additional information.

Create Requestor

Create Requestor

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

Request a new Action for Freshservice

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Frequently Asked Questions

How do I start an integration between Freshservice and upbooks?

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

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

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

How often does the data sync between Freshservice and upbooks?

The data sync between Freshservice and upbooks 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 upbooks?

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 upbooks?

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

About upbooks

Upbooks offers a streamlined solution to boost your productivity and effortlessly manage your business finances.

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