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Freshdesk + Plaid Integrations

Appy Pie Connect allows you to automate multiple workflows between Freshdesk and Plaid

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Freshdesk

Freshdesk is a cloud based customer support software for companies with multiple support agents and complex customer service requirements. It combines the power of social networks, crowd support, email and phone with information channels like forums and internal notes.

About Plaid

Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.

Plaid Integrations

Best ways to Integrate Freshdesk + Plaid

  • Freshdesk Slack

    Freshdesk + Slack

    Get Slack notifications every time a new ticket comes into your Freshdesk ticket view Read More...
    Close
    When this happens...
    Freshdesk New Ticket
     
    Then do this...
    Slack Send Channel Message
    If you're looking for a way to get the most out of your Slack, try this Freshdesk - Slack integration. Once active, we will watch your ticket view inside your Freshdesk account for new tickets. When a new ticket is found, Appy Pie Connect will copy the ticket data and automatically post it on Slack. With our automation platform, you can set-up this Connect within minutes, all without writing even a single line of code.
    How this Freshdesk - Slack integration Works
    • A new ticket is created in Freshdesk
    • Appy Pie Connect copies the ticket data and sends as a message to the selected Slack channel
    What You Need
    • A Freshdesk account
    • A Slack account
  • Freshdesk Asana

    Freshdesk + Asana

    Create Asana tasks for new Freshdesk tickets Read More...
    Close
    When this happens...
    Freshdesk New Ticket
     
    Then do this...
    Asana Create Task
    Set up this Asana – Freshdesk integration and we will help you add efficiency to your business. This Asana-Freshdesk integration, once active, will create a new task in Asana for every ticket you receive on Freshdesk. You don’t need coding or programming skills, just follow our simple instructions and set-up this integration in minutes.
    How It Works
    • A new ticket is created on Freshdesk
    • Appy Pie Connect automatically creates a task for it in Asana
    What You Need
    • A Freshdesk account
    • An Asana account
  • Freshdesk Asana

    Freshdesk + Asana

    Create tasks on Asana for updated Freshdesk tickets Read More...
    Close
    When this happens...
    Freshdesk Update Ticket
     
    Then do this...
    Asana Create Task
    If you want to automatically transfer your Freshdesk tickets to Asana, this integration is perfect for you. After setting this integration up, Appy Pie Connect will automatically create a new Asana task for each ticket on Freshdesk that gets updated. This integration helps your team handle your support desk tickets more productively.
    How this this Freshdesk-Asana integration Works
    • A ticket is updated on Freshdesk
    • Appy Pie Connect automatically creates a new task in Asana
    What You Need
    • A Freshdesk account
    • An Asana account
  • Freshdesk Trello

    Freshdesk + Trello

    Create a Trello Card for every new Freshdesk tickets Read More...
    Close
    When this happens...
    Freshdesk New Ticket
     
    Then do this...
    Trello Create Card
    Use this integration and turn your Freshdesk tickets into Trello cards. Set this integration up, and whenever a new ticket is updated on Freshdesk, Appy Pie Connect will automatically create a new Trello card, keeping both your teams aware and responsive to customer queries. This integration will surely improve your customer service quality.
    How this integration Works
    • A ticket is added in Freshdesk
    • Appy Pie Connect automatically creates a new Trello card
    What You Need
    • A Freshdesk account
    • A Trello account
  • Freshdesk GitHub

    Freshdesk + GitHub

    Create GitHub issues when Freshdesk tickets are updated Read More...
    Close
    When this happens...
    Freshdesk Update Ticket
     
    Then do this...
    GitHub Create Issue
    When a customer reaches out to your company with a question or a problem, they expect a timely response. Set up this Freshdesk - GitHub integration and a new issue will automatically be created in your GitHub for every new ticket you receive in Freshdesk. After setting this integration up, whenever a ticket is updated on Freshdesk, Appy Pie Connect will create a new issue in GitHub, making your customer service more efficient.
    How this Freshdesk - GitHub integration works
    • A ticket is updated on Freshdesk
    • Appy Pie Connect automatically creates an issue in GitHub
    What You Need
    • A Freshdesk account
    • A GitHub account
  • Freshdesk {{item.actionAppName}}

    Freshdesk + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Freshdesk + Plaid in easier way

It's easy to connect Freshdesk + Plaid without coding knowledge. Start creating your own business flow.

    Triggers
  • New Contact

    Triggers when a new customer is created.

  • New Ticket

    Triggers when there is a new ticket is created in Freshdesk.

  • Update Ticket

    Triggers when a Ticket is updated.

  • New Item

    Triggers when a new item is created.

    Actions
  • Create Contact

    Allows you to create a User/Customer in Freshdesk for your support domain.

  • Create Ticket

    Create a ticket in Freshdesk for your domain.

  • Create payment recipient

    Create a new payment recipient

How Freshdesk & Plaid Integrations Work

  1. Step 1: Choose Freshdesk as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Plaid as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Freshdesk to Plaid.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.