Integrate Freshdesk and Notion Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Freshdesk with Notion using Pabbly Connect to automate ticket management. Follow this detailed tutorial for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Freshdesk and Notion Integration

To create a Notion page for a Freshdesk ticket, you need to access Pabbly Connect. Start by signing into your Pabbly Connect account. If you are new, you can click on the ‘Sign Up for Free’ button to create an account and receive 100 free tasks initially.

Once logged in, navigate to your dashboard. Click on the ‘Create Workflow’ button to initiate the integration setup. You will be prompted to name your workflow; for this integration, you can name it ‘Create Notion Page for Freshdesk Ticket’ and select the folder where you want to save this workflow.

2. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger for your integration. In the trigger section of Pabbly Connect, search for ‘Freshdesk’ as your trigger application. Once selected, choose the trigger event as ‘New Ticket’ to initiate the workflow whenever a new ticket is created.

• Select ‘Freshdesk’ as your trigger application.
• Choose the trigger event as ‘New Ticket’.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, navigate to your Freshdesk account. Go to the ‘Admin’ section, then to ‘Workflows’, and select ‘Automations’. Here, create a new rule for ticket creation, paste the webhook URL, and set the conditions for when this rule should trigger.

3. Defining Conditions for Freshdesk Tickets

In the Freshdesk automation settings, you need to define specific conditions for the tickets that will trigger the webhook to Pabbly Connect. For example, you can set conditions such as the ticket’s priority being medium and the subject containing the word ‘Notion’.

• Create a new rule named ‘Notion Page’.
• Add conditions: Ticket Priority = Medium.
• Add condition: Ticket Subject contains ‘Notion’.

Once these conditions are set, configure the action to send a POST request to the webhook URL you pasted earlier. This will ensure that whenever a ticket meeting these conditions is created, the details are sent to Pabbly Connect.

4. Setting Up the Action to Create Notion Page

After successfully capturing the Freshdesk ticket details in Pabbly Connect, the next step is to set up the action to create a new page in Notion. In the action section, search for ‘Notion’ and select it as your action application. Choose the action event as ‘Create a New Page’.

You’ll need to establish a connection between Notion and Pabbly Connect. Click on ‘Connect’ and authorize the connection. After connecting, select the Notion page where you want to create the new ticket details. Map the fields from the Freshdesk ticket response to the Notion page fields, such as ticket ID, subject, and description.

5. Testing the Integration Between Freshdesk and Notion

With everything set up, it’s time to test the integration. Create a new ticket in Freshdesk that meets the defined conditions. Once the ticket is created, return to Pabbly Connect and check if the response has been captured successfully.

If the integration is successful, you will see the details of the ticket, including the ticket ID, subject, and description. Then, head to Notion to confirm that a new page has been created with the ticket details. This confirms that the integration between Freshdesk and Notion via Pabbly Connect is working seamlessly.

Conclusion

Integrating Freshdesk with Notion using Pabbly Connect allows for efficient ticket management. By following these steps, you can automate the process of creating Notion pages for every Freshdesk ticket, enhancing productivity and organization.