Integrating URL with Keep Using Pabbly Connect: A Step-by-Step Tutorial

Learn how to integrate URL with Keep Using Pabbly Connect to automate ticket updates and note creation in this detailed tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Integrating URL and Keep for Ticket Updates

Integrating URL with Keep allows you to automate ticket updates efficiently. This integration ensures that whenever a ticket is updated in Freshdesk, a note is automatically created in the Keep application. This process reduces the need for manual tracking of customer interactions.

To start, log into your URL account and navigate to the dashboard. From here, you will create a new workflow that includes the necessary triggers and actions for this integration.

2. Setting Up the Workflow in URL

To set up your workflow in URL, click on the ‘Create Workflow’ button. You will then provide a name for your workflow, such as ‘Freshdesk to Keep Integration.’ This name helps in identifying the workflow later.

• Select Freshdesk as your trigger application.
• Choose the trigger event as ‘Update Ticket’.
• Copy the webhook URL provided for the next steps.

After setting up the trigger, you will configure Freshdesk to send data to this webhook URL. This involves creating a new rule in the Freshdesk admin panel that triggers on ticket updates.

3. Configuring Freshdesk for Updates

In the Freshdesk admin panel, navigate to the ‘Workflows’ section. Here, you will create a new rule that specifies when to send updates to your URL integration. Set the rule to trigger whenever a ticket status changes.

Make sure to select conditions for the ticket updates. For instance, you might want to trigger the workflow only if the status changes from ‘Open’ to any other status. This ensures that only relevant updates are sent to Keep.

4. Creating Notes in Keep from URL

Once the data from Freshdesk is captured, the next step is to create a note in Keep. For this, you will add an action in your URL workflow to connect with Keep and create a note based on the ticket information.

In the action step, select ‘Create Note’ and map the necessary fields such as ticket subject and status. Ensure that the note contains concise information about the ticket update, as this will help in tracking customer interactions effectively.

5. Testing the Integration

After setting up the integration, it’s crucial to test the workflow. Update a ticket in Freshdesk and monitor if a note is created in Keep. This step verifies that the automation is functioning correctly.

Once confirmed, your integration will run automatically, creating notes in Keep whenever a ticket is updated in Freshdesk. This seamless workflow enhances productivity and keeps your customer service interactions organized.

Conclusion

Integrating URL with Keep Using Pabbly Connect allows for efficient ticket management and note creation. This automation enhances productivity by ensuring that updates are tracked without manual intervention. By following the steps outlined, you can streamline your customer service processes effectively.