Connect Platoforms and Freshdesk to Build Intelligent Automations
Choose a Trigger
When this happens...
Form Created
Choose an Action
Automatically do this!
Create a Contact
Create a Company
Create Forum Category
Create a Forum
Create a Forum Topic
Add Notes to a Tickets
Find a Contact by Email
Find Ticket by Id
Create a Ticket
Update Ticket
Ready to use Platoforms and Freshdesk automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Form Created
Trigger when a new form is created.
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 Platoforms integrations.
Search Form
Find the details of a form by its id.
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
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Frequently Asked Questions
To start, connect both your Platoforms and Freshdesk accounts to viaSocket. Once connected, you can set up a workflow where an event in Platoforms triggers actions in Freshdesk (or vice versa).
Absolutely. You can customize how Platoforms 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 Platoforms 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 Platoforms 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 Platoforms
PlatoForms converts any PDF to an online web form to let your clients fill out PDF forms in the browser.
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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