Integrate ClinchPad with Freshservice
Send information between ClinchPad and Freshservice automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate ClinchPad and Freshservice using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Note added
Triggers when a note is added to a lead
Lead created
Triggers when a new lead is created
Lead won
Triggers when an existing lead is marked as won
To-do created
Triggers when a to-do is created
Lead lost
Triggers when an existing lead is marked as lost
Release created
Triggers when a new release is created
Updated ticket
Triggers when any detail of a ticket is updated
Problem created
Triggers when a new problem is created
Change updated
Triggers when any detail of a change is updated
Updated release
Triggers when any detail of a release is updated
Updated problem
Triggers when any detail of a problem is updated
Ticket created
Triggers when a new ticket is created
Asset updated
Triggers when the details of an asset is updated
Asset created
Triggers when a new asset is created
Change created
Triggers when a new change is created
All Actions - Actions are the automated tasks
Create to-do
Creates a new to-do for the specified lead
Create a lead
Creates a new lead
Create note
Creates a new note for the specified lead
Update to-do
Updates the details of an existing to-do
Fetch lead
Fetches the details of an existing lead using ID
Create change
Creates a new change
Create contract
Creates a new contract
Create requester
Creates a new requester
Create department
Creates a new department
Create ticket note
Creates a new ticket note
Create asset
Creates a new asset
Create release
Creates a new release
Create reply conversation
Creates a new reply conversation for the ticket
Create ticket
Creates a new ticket
Add device to software
Adds a new device to the specified software
Create problem
Creates a new problem
Update asset
Updates the details of an existing asset
Update problem
Updates the details of an existing problem
Update ticket
Updates the details of an existing ticket
Fetch department
Fetches the details of an existing department by its name or ID
Fetch ticket
Fetches the details of a ticket by its subject and the requester's ID/email address
Fetch asset
Fetches the details of an existing asset by either its name or ID
Fetch agent
Fetches the details of an existing agent by email or ID
Fetch asset attribute
Fetches the details of an asset type's attribute (product or vendor) by its name
Fetch ticket by ID
Fetches the details of an existing ticket by ID
Fetch requester
Fetches the details of an existing requester by email or ID
What is ClinchPad?
ClinchPad is a web-based CRM application built for small teams who are looking to transition from a cluster of spreadsheets to a more organized way of tracking leads.
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What is Freshservice?
Freshservice is cloud based IT service management software. You can collaborate with your team, make informed decisions with the analytics, and manage your problems, change, and release.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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