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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Ticket
Trigger when a new ticket created.
New Contact
Trigger when a new contect is cteated.
Do thisActions
Action is the task that follows automatically within your Opportify integrations.
Analyze Email
Extract lead details, detect sender intent and urgency, and recommend clear follow-up actions to improve outreach and engagement.
Analyze an IP address
Get location, risk, and business insights for an IP address.
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.
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Frequently Asked Questions
To start, connect both your Opportify and Freshdesk accounts to viaSocket. Once connected, you can set up a workflow where an event in Opportify triggers actions in Freshdesk (or vice versa).
Absolutely. You can customize how Opportify data is recorded in Freshdesk. This includes choosing which data fields go into which fields of Freshdesk, setting up custom formats, and filtering out unwanted information.
The data sync between Opportify and Freshdesk 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 Opportify and Freshdesk. 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 Opportify
Opportify is an AI-driven platform designed to enhance business opportunities by leveraging data insights and automation. It helps organizations identify potential leads, optimize marketing strategies, and improve customer engagement through intelligent analytics.
Learn MoreAbout 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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