Create a contact in Freshdesk when a page is created in Confluence

■Overview

Are you manually transferring document information managed in Confluence to Freshdesk? These repetitive tasks not only take time but can also lead to human errors such as data entry mistakes. With this workflow, when a new page is created in Confluence, AI reads the information on the page and automatically creates a contact in Freshdesk. Automate information sharing between Freshdesk and Confluence to streamline your daily operations.

■Who This Template Is For

• Teams using both Confluence and Freshdesk that find manually transferring information time-consuming
• Teams that want to quickly and accurately reflect information managed in Confluence in Freshdesk
• Teams looking to streamline customer support operations by connecting Freshdesk and Confluence

■Benefits of This Template

• Automatically create a Freshdesk contact when a page is created in Confluence, reducing the time previously spent on manual data entry
• Eliminate manual data transfers to prevent human errors such as input mistakes and missed updates, while maintaining data accuracy

■Workflow

1. First, connect Confluence and Freshdesk to Yoom
2. Next, select Confluence as the trigger and set the action to “When a page is created”
3. Then, configure Confluence’s “Get a page” action as an operation to retrieve the content of the created page
4. Next, configure the AI feature’s “Extract text” operation to extract the information needed to create a contact from the retrieved page content
5. Finally, configure Freshdesk’s “Create a contact” action as an operation to create a contact based on the extracted information

■Customization Options

• In the AI text extraction operation, set the information fields you want to extract from the Confluence page, such as the person’s name, company name, and email address
• In the operation to create a contact in Freshdesk, choose which extracted information to assign to each contact field

※“Trigger”: An action that starts the flow, “Operation”: An action that processes data within the flow after the trigger starts

■Notes‍

• Connect both Confluence and Freshdesk to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• The shortest available trigger interval varies by plan.