Create a company in Freshdesk when a page matching specific conditions is created in Confluence

■Overview

Do you find it time-consuming and error-prone to manually transfer information created in Confluence to Freshdesk for customer support? With this workflow, when a Confluence page that meets specific conditions is created, company information can be automatically created in Freshdesk based on its content. Streamline the integration between Freshdesk and Confluence to manage your information more efficiently.

■Who should use this template

• Teams manually transferring information between Freshdesk and Confluence
• Teams looking to streamline the integration between their knowledge base and customer support tools
• Teams aiming to improve their operations by connecting Freshdesk and Confluence data

■Benefits of using this template

• Company information is automatically created in Freshdesk when a Confluence page is created, reducing the time previously spent on manual work.
• By eliminating manual data entry, this workflow helps prevent human errors such as incorrect entries and missed information sharing between Freshdesk and Confluence.

■Workflow steps

1. First, connect Confluence and Freshdesk to Yoom.
2. Select Confluence as the trigger and set the action to “When a page is created.”
3. Set the Confluence “Retrieve a page” action as an operation to retrieve detailed information about the created page.
4. Next, use the branching feature to ensure that subsequent steps run only when specific conditions are met.
5. Use the AI feature to extract text such as the company name to register in Freshdesk from the retrieved page information.
6. Finally, set the Freshdesk “Create a company” action to create company information based on the extracted data.

※ “Trigger”: An action that starts the workflow. “Operation”: An action that runs within the workflow after the trigger is activated.

■Customization options

• With the branching feature, set any conditions you need, such as processing only pages with specific labels or pages whose titles contain specific keywords.
• Customize the information extracted from Confluence pages using the AI feature and the field mapping for company information created in Freshdesk to match your actual operations.

■Important notes‍

• Connect both Confluence and Freshdesk to Yoom.
• You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
• The shortest available trigger interval varies by plan.
• Branching is an operation available on the Mini plan and higher. On the Free plan, operations configured in workflows that use branching will result in an error.
• Paid plans, including the Mini plan, offer a two-week free trial. During the free trial, you can use apps and features (operations) that are subject to plan restrictions.