Create a task in Wrike when a ticket is created in Freshdesk.

Launch this workflow to connect Freshdesk & Wrike !

■Overview

Are you manually copying Freshdesk tickets into the Wrike project management tool? It’s not only time-consuming—it often leads to missing information and delays. With this workflow, whenever a ticket is created in Freshdesk, a task is automatically created in Wrike, streamlining the connection between Wrike and Freshdesk and speeding up your response.

■Who should use this template

If you manage inquiries received in Freshdesk within Wrike and want to eliminate manual transcription
If you want to streamline collaboration between Support and Engineering using Wrike and Freshdesk
Team leads who want to accelerate first responses to customer inquiries and improve service quality

■Benefits of this template

When a ticket is created in Freshdesk, a task is instantly auto-created in Wrike, reducing the time spent on manual data entry.
Because the system processes tasks automatically, it helps prevent human errors such as copy mistakes and missed task creation.

■How the workflow runs

First, connect Wrike and Freshdesk to Yoom.
Next, in the trigger, select Freshdesk and set the action "When a ticket is created."
Finally, in the operation, select Wrike and set the action "Create task."

※ "trigger": the action that starts the flow; "operation": the action executed in the flow after the trigger fires

■Customization tips for this workflow

In the Freshdesk connection settings, specify your Freshdesk account’s domain as needed.
In the Wrike Create Task operation, freely map data from the Freshdesk trigger—such as ticket subject and content—into fields like task title and detailed description.

■Notes

Connect Yoom to both Freshdesk and Wrike.
You can choose trigger polling intervals of 5, 10, 15, 30, or 60 minutes.
The minimum polling interval varies by plan.
Wrike is available on the Mini plan and above. On the Free and Personal plans, workflow operations and Data Connect using Wrike will result in errors.
Paid plans such as Personal, Mini, Team, and Success include a 14-day free trial. During the free trial, you can use apps that are otherwise restricted. For details, see the Pricing plans page.

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About the Apps

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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Wrike

At Yoom, it is possible to integrate with Wrike's API without any code and automate various tasks. You can automate the addition of tasks to Wrike and receive notifications on platforms like Slack or Google Chat when tasks are added in Wrike.

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Freshdesk

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