I am setting up an automation to get ticket updates from Freshdesk into Pipedrive by having notes created.
After the first module I would like to add a filter to make sure we only import data on a certain type of client so I want to create a filter to check a certain field in the ticket.
In the tutorial video I can see that there are fields that can be filtered for in certain applications like Gmail. I assume there is similar field too for Freshdesk too.
All I want is a filter that checks: Custom Field - Exists.
Is this not possible or am I doing something wrong?
Hi @Carl_Engeler
Could you please run the Freshdesk Watch module once and check if the necessary filter field is available? Once confirmed, map the field and use the “exists” filter.
If you require additional assistance, please don’t hesitate to reach out to us.
MSquare Support
Visit us here
Youtube Channel
4 Likes
Hi! Thanks for your support.
This is the resulted message I get when I run the Freshdesk Module:
The fields are not added as options in the filter.
Is there a problem with the connection?
Freshdesk works as instant trigger, so make sure to run the module first and then create the event for a Freshdesk ticket. If the issue continues, try fixing it after making a new connection.
3 Likes
It doesn’t look like there is a lightning bolt on the Freshdesk Watch Events module but rather a clock on Watch Events. That doesn’t seem right as the Watch Events should be a trigger as documented in the Make help for the Freshdesk app.
Try deleting the Watch Events module and recreating it – you should be setting up a webhook in Freshdesk which is also documented here.
Once that is setup you can run the scenario and then do something in Freshdesk which should trigger your webhook and then send data into Make. From there you can see what is in the trigger payload and you can setup your filter from there.
2 Likes
Thank you for your input. I changed the module according to your suggestion and again tried to run the module.
This time instead of giving me an empty result, it just loaded indefinitely without giving any data so I assume the same thing happened and it’s not registering any data.
I still assume there is an issue with the conntection but I cannot figure it out because I don’t get an error message. Will try to get in contact with the support.
Hi @Carl_Engeler
Could you please share a screenshot while clicking on the filter field like in reference? Or check whether you can see some fields like this or not?
If you require additional assistance, please don’t hesitate to reach out to us.
MSquare Support
Visit us here
Youtube Channel
2 Likes
Thank you very much for the continued effort. @Msquare_Automation
As you can see I get none of the cusom app fields. (Also not in any of the other tabs outside “General functions”)
Hi @Carl_Engeler
There seems some issue with trigger. Please cross-check the trigger for the scenario. Or you can try “Watch tickets” module also.
If you require additional assistance, please don’t hesitate to reach out to us.
MSquare Support
Visit us here
Youtube Channel
2 Likes
I used the “watch tickets” event now without the webhook. Instead it’s linked directly to the api via a normal freshdesk connection (using the api-key). This now works and I can see all the fields.
Thank you very much for your support.
3 Likes
@Carl_Engeler
Glad I could help you!
If you require additional assistance, please don’t hesitate to reach out to us.
MSquare Support
Visit us here
Youtube Channel
2 Likes
