Salesforce and Freshdesk

Salesforce

Triggers

• New leadRuns for each new lead in Salesforce, from a web form, an import, a person or another app, or only those from one lead source, such as Web. Leads already there when the workflow is turned on don't start it.
• New contactRuns for each new contact in Salesforce, including one made by converting a lead. Contacts already there when the workflow is turned on don't start it.
• New opportunityRuns for each new opportunity (deal) in Salesforce, or only for those worth at least an amount you choose. It arrives with its owner's name and email, its account's name and a link to it. Opportunities already there when the workflow is turned on don't start it.
• Opportunity stage changedRuns when an opportunity moves to a new stage in Salesforce, or only when it moves to the stage you choose, such as Closed Won, or is worth at least an amount you choose. It arrives with its owner's name and email, its account's name and a link to it.
• New recordRuns for each new record of the object you choose, such as an account, a case or one of your org's own objects, with its fields by their API names. Records already there when the workflow is turned on don't start it. How often it checks follows your workspace plan.
• Updated recordRuns each time a record of the object you choose is changed in Salesforce, such as an account, a case or one of your org's own objects, with its fields as they are now. A new record doesn't run it until it is changed. How often it checks follows your workspace plan.

Actions

• Create leadAdd a new lead: someone who might become a customer. Only a last name and a company are needed.
• Get leadGet one lead and its details. Beta: also its company size, annual revenue and who owns it, with the owner's name and email.
• Update leadChange a lead's details, or assign it to someone else. Only the fields you fill in are changed; the rest are left as they are.
• List leadsList leads, newest first, optionally only those with a given email, company or status.
• Find or create a leadLook for a lead by email and create it only if there is none. An existing lead can get a note instead. Takes a full name from one box, needs no company, and returns the lead with a link to open it.
• Create accountAdd a new account: a company you do business with, which contacts and opportunities belong to. Only a name is needed.

Freshdesk

Triggers

• New ticketRuns when a ticket is created in Freshdesk.
• Ticket updatedRuns when a ticket changes in Freshdesk: a reply, a note, a new status, a new agent or any other edit. A ticket being created doesn't count.
• New contactRuns when a contact is added in Freshdesk.

Actions

• Create ticketRaise a ticket for a customer, by their email address or contact.
• Get ticketGet one ticket with its description and the requester's name and email.
• Update ticketChange a ticket's status, priority, assignment, type, tags or other fields. Only the fields filled in change.
• List ticketsList tickets, newest first, for a requester, a company or a view, or those changed since a time.
• Find ticketsFind tickets by status, priority, group, agent, type, tag or creation date. New changes take a few minutes to show.
• Merge ticketsMerge tickets about the same issue into one. The others are closed, with a note pointing to it.