What do you want to automate
with Freshdesk and PreciseFP?
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Popular Ways to Connect Freshdesk with PreciseFP#
Popular Freshdesk and PreciseFP Triggers#
Trigger when a new account is created. See the documentation
Trigger when a new form engagement is completed. See the documentation
Trigger when a new PDF engagement is created. See the documentation
Emit new event when a contact is created. See the documentation
Emit new event when a ticket is created. See the documentation
Popular Freshdesk and PreciseFP Actions#
Assign a Freshdesk ticket to a specific agent. See the documentation
Assign a Freshdesk ticket to a specific group See the documentation
Overview of Freshdesk#
The Freshdesk API empowers you to interact programmatically with your customer support platform, creating possibilities for automating repetitive tasks, integrating with other services, and enhancing customer experiences. With Pipedream, you can effortlessly connect Freshdesk to a multitude of apps, tapping into triggers and actions that streamline workflows. For instance, you can automate ticket creation, sync customer issues with a CRM, or trigger notifications based on ticket updates, all within a serverless environment.
Connect Freshdesk#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
freshdesk: {
type: "app",
app: "freshdesk",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.freshdesk.$auth.domain}.freshdesk.com/api/v2/tickets`,
auth: {
username: `${this.freshdesk.$auth.api_key}:X`,
password: ``,
},
})
},
})
Overview of PreciseFP#
The PreciseFP API integrates with Pipedream to automate workflows involving client data collection and management for financial professionals. By leveraging this API, you can streamline the process of gathering and updating client information, create trigger-based actions for client engagement, and sync data with other financial management tools. With Pipedream's serverless platform, these automations can run without manual intervention, connecting to countless other apps and services to create a seamless data flow.
Connect PreciseFP#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
precisefp: {
type: "app",
app: "precisefp",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://app.precisefp.com/api/v3/user`,
headers: {
Authorization: `Bearer ${this.precisefp.$auth.api_token}`,
},
})
},
})
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