Prerequisites
- You must have a Freshdesk API key.
- You must know your Freshdesk subdomain, for example
my-companyformy-company.freshdesk.com. - You must have the Administrator role in Rulebase.
Installation
Step 1: connect Freshdesk
- Log in to your Rulebase dashboard
- Go to Settings > Integrations
- Find Freshdesk in the list and click Add
- Enter your Freshdesk subdomain
- Enter your Freshdesk API key
- Click Add
What gets synced
Rulebase syncs Freshdesk tickets and provider fields so tickets can be reviewed and filtered in Rulebase.Next steps
- Confirm that the API key belongs to a Freshdesk user with access to the tickets Rulebase should evaluate.
- Review imported tickets in Rulebase after the first sync completes.