Create a ticket in Freshdesk when a task matching specific conditions is created in ClickUp

Launch this workflow to connect ClickUp & Freshdesk !

■Overview

Do you find it time-consuming to manually transfer information between ClickUp, a task management tool, and Freshdesk, a customer support tool? Besides taking up valuable time, these manual tasks can also lead to input errors and missed follow-ups.
With this workflow, a ticket is automatically created in Freshdesk when a task matching specific conditions is created in ClickUp. Automate the integration between Freshdesk and ClickUp to streamline information sharing across teams and improve operational efficiency.

■Who Should Use This Template

Teams using ClickUp and Freshdesk that want to improve collaboration across teams
Those who want to automate information transfer between Freshdesk and ClickUp and focus on their core work

Those who want to eliminate missed ticket creation and manual input errors and improve support quality

■Benefits of Using This Template

A Freshdesk ticket is automatically created whenever a task is created in ClickUp, reducing the time previously spent transferring information manually
Eliminating manual data transfer helps prevent human errors such as incorrect entries and missed ticket creation

■Workflow

First, connect ClickUp and Freshdesk to Yoom
Next, select ClickUp as the trigger and set the action to “When a task is created”
Then, set the ClickUp “Get a task” action as an operation to retrieve the details of the task that triggered the workflow
Next, configure the “Branching” feature so that subsequent steps run only when the retrieved task matches specific conditions
Then, configure the AI feature “Extract data from text” to extract the information required to create a ticket from the task details
Finally, set the Freshdesk “Create a ticket” action as an operation to create a ticket based on the extracted information

* “Trigger”: An action that initiates the workflow. “Operation”: An action that processes data within the workflow after the trigger runs

■Customization Options

Customize the conditions for branching based on ClickUp task information, such as a specific list, status, or priority
Choose which information retrieved from ClickUp to assign to each Freshdesk ticket field, such as the subject, description, and assignee

■Notes‍

Connect both ClickUp and Freshdesk to Yoom.
Branching is an operation available on the Mini plan and above. On the Free plan, configured workflow operations will result in errors.
Paid plans, including the Mini plan, come with a two-week free trial. During the free trial, you can use apps and features (operations) that are subject to plan restrictions.

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About the Apps

ClickUp

Yoom allows you to integrate with ClickUp's API without any code. You can add or update tasks in ClickUp via the API, and automatically add comments or attachments to ClickUp tasks.

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Freshdesk

Yoom allows you to integrate with Freshdesk's API without any code, enabling you to automate operations on Freshdesk via the API. For example, you can send notifications to chat tools like Slack or Teams when a ticket is created in Freshdesk, or automatically sync Freshdesk ticket information with CRMs like Salesforce or HubSpot.

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About the apps you use

ClickUp

Yoom allows you to integrate with ClickUp's API without any code. You can add or update tasks in ClickUp via the API, and automatically add comments or attachments to ClickUp tasks.

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Freshdesk

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