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Freshservice

The Freshservice modules allow you to monitor, list, retrieve, create/update, or delete tickets, problems, changes, releases, requesters, time entries and tasks in your Freshservice account.

Getting Started with Freshservice

Prerequisites

  • A Freshservice account

In order to use Freshservice with Ibexa Connect, it is necessary to have a Freshservice account. If you do not have one, you can create a Freshservice account at freshservice.com/signup.

Note

The module dialog fields that are displayed in bold (in the Ibexa Connect scenario, not in this documentation article) are mandatory!

Connecting Freshservice to Ibexa Connect

To connect your Freshservice account to Ibexa Connect you need to obtain the API Key from your account.

1. Log in to your Freshservice account.

2. Open your Profile Settings.

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3. Copy the API Key displayed in the top-right corner.

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4. Go to Ibexa Connect and open the Freshservice module's Create a connection dialog.

5. Enter your Domain Name.

6. Enter the API Key you have copied in step 3 to the respective field and click the Continue button to establish the connection.

Ticket

Watch Tickets

Returns ticket details when a ticket is created or updated.

Watch Select whether you want to watch new tickets (Created Date) or updated tickets (Updated Date)
Filter By Select the status of tickets that you want to return.
Limit Set the maximum number of tickets Ibexa Connect will return during one execution cycle.

List Tickets

Returns all tickets in your account.

Filter By

Select the filter you want to use.

  • Default Filters Select whether to return new & my open tickets, tickets you are watching (Monitored), Spam, or tickets in trash (Deleted) tickets.

  • Requester email Enter the email of the ticket requester.

  • All Tickets No filter is applied.

Limit

Set the maximum number of tickets Ibexa Connect will return during one execution cycle.

Get Ticket

Retrieves ticket details.

Ticket ID Select or map the ID of the ticket you want to retrieve details about.

Create Ticket

Creates a new ticket.

Requester Email Enter (map) or select the email address of the requester. If you switch to mapping mode, the new email address can be entered.
Subject Enter the subject of the ticket.
Description Enter the text content of the ticket description.
Priority Set the priority for the new ticket.
Status Select the status of the new ticket.
Urgency Set the ticket urgency.
Impact Set the impact of the ticket.
Source Type Select the channel through which the ticket was created.
Agent ID Enter the ID of the agent to whom the ticket is assigned.
Ticket Type Select the type of ticket.
Group Select or enter the ID of the group to which the ticket is assigned.
Category Select the category for the ticket.
CC Email Enter (add) email addresses added in the 'cc' field of the incoming ticket email.
Department Select the department of the requester.
Custom Fields Enter the key-value pairs containing the names and values of the custom fields. Read more about customizing tickets fields.

Update Ticket

Updates ticket fields.

Ticket ID Select or map the ID of the ticket you want to update.

Please find the descriptions of the fields in the Create Ticket section above.

Delete Ticket

Delete a specified ticket.

Ticket ID Select or map the ID of the ticket you want to delete.

Problems

Watch Problems

Returns the details of problems when a change is created or updated.

Watch Select whether you want to watch new problems (Created Date) or updated problems (Updated Date)
Filter By Select the status of the problem that you want to watch.
Limit Set the maximum number of problems Ibexa Connect will return during one execution cycle.

List Problems

Returns all problems in your account.

Filter By Select the filter you want to use for the returned problems.
Limit Set the maximum number of problems Ibexa Connect will return during one execution cycle.

Get Problem

Retrieves problem details.

Problem ID Select or map the ID of the problem you want to retrieve details about.

Create Problem

Creates a new problem.

Requester Email Enter (map) or select the email address of the requester. If you switch to mapping mode, the new email address can be entered.
Subject Enter the subject of the problem.
Description Enter the text content of the problem description.
Priority Set the priority for the new problem.
Status Select the status of the new problem.
Impact Set the impact of the problem.
Due By Enter the problem due by time. E.g. 2020-08-29T11:40:26+05:30. the list of supported date and time formats.
Agent ID Enter the ID of the agent to whom the problem is assigned.
Group Select or enter the ID of the group to which the problem is assigned.
Department Select the department of the requester.
Category Select the category for the problem.
Custom Fields Enter the key-value pairs containing the names and values of the custom fields.

Update Problem

Updates problem fields.

Problem ID Select or map the ID of the problem you want to update.

Please find the descriptions of the fields in the Create Problem section above.

Delete Problem

Delete a specified problem.

Problem ID Select or map the ID of the problem you want to delete.

Change

Watch Changes

Returns details when a change is created or updated.

Watch Select whether you want to watch new changes (Created Date) or updated changes (Updated Date)
Filter By Select the status of change that you want to watch.
Limit Set the maximum number of changes Ibexa Connect will return during one execution cycle.

List Changes

Returns all changes in your account.

Filter By Select the filter you want to use for the returned changes.
Limit Set the maximum number of changes Ibexa Connect will return during one execution cycle.

Get Change

Retrieves change details.

Change ID Select or map the ID of the change you want to retrieve details about.

Create Change

Creates a new change.

Requester Email Enter (map) or select the email address of the requester. If you switch to mapping mode, the new email address can be entered.
Subject Enter the subject of the change.
Description Enter the text content for the change description.
Planned Start Date Enter the planned start date. E.g. 2020-08-29T06:10:26.000Z.
Planned End Date Enter the planned start date. E.g. 2021-08-29T06:10:26.000Z.
Change Type Select the type of change.
Status Select the status of the new change.
Priority Set the change priority.
Impact Set the impact of the change.
Risk Select the risk of the change.
Group Select or enter the ID of the group to which the change is assigned.
Agent ID Enter the ID of the agent to whom the change is assigned.
Department Select the department of the requester.
Category Select the category of the change.
Custom Fields Enter the key-value pairs containing the names and values of the custom fields.

Update Change

Updates a change.

Change ID Select or map the ID of the change you want to update.

Please find the descriptions of the fields in the Create Change section above.

Delete Change

Deletes a change.

Change ID Select or map the ID of the change you want to delete.

Release

Watch Releases

Returns release details when a release is created or updated.

Watch Select whether you want to watch new releases (Created Date) or updated releases (Updated Date)
Filter By Select the status of releases that you want to return.
Limit Set the maximum number of releases Ibexa Connect will return during one execution cycle.

List Releases

Returns all releases in your account.

Filter By Select the filter you want to use for the returned releases.
Limit Set the maximum number of releases Ibexa Connect will return during one execution cycle.

Get Release

Retrieves release details.

Release ID Select or map the ID of the release you want to retrieve details about.

Create Release

Creates a new release.

Subject Enter the subject of the release.
Description Enter the text content for the release description.
Planned Start Date Enter the planned start date. E.g. 2020-08-29T06:10:26.000Z. the list of supported date and time formats.
Planned End Date Enter the planned end date. E.g. 2021-08-29T06:10:26.000Z. the list of supported date and time formats.
Status Select the status of the new release.
Priority Set the release priority.
Release Type Select the type of release.
Group Select or enter the ID of the team to which the release is assigned.
Agent ID Enter the ID of the agent to whom the release is assigned.
Department Select the department.
Category Select the category for the release.
Custom Fields Enter the key-value pairs containing the names and values of the custom fields.

Update Release

Updates a release.

Release ID Select or map the ID of the release you want to update.

Please find the descriptions of the fields in the Create Release section above.

Delete Release

Deletes a release.

Release ID Select or map the ID of the release you want to delete.

Requester

Watch Requesters

Returns requester details when a requester is created or updated.

Watch Select whether you want to watch new requesters (Created Date) or updated requesters (Updated Date)
State Select the requester state to filter returned requesters by.
Search by Select whether to filter requesters by email address or phone number.
Value Enter the email or value you want to filter returned requesters by.
Limit Set the maximum number of requesters Ibexa Connect will return during one execution cycle.

List Requesters

Retrieves all requesters.

State Select the requester state to filter returned requesters by.
Search by Select whether to filter requesters by email address or phone number.
Value Enter the email or value you want to filter returned requesters by.
Limit Set the maximum number of requesters Ibexa Connect will return during one execution cycle.

Create Requester

Creates a new requester.

Name Enter the requester's name.
Email Address Enter the requester's email address.
Title Enter the job title of the requester.
Phone Number Enter the requester's phone number.
Mobile Phone Number Enter the requester's mobile phone number.
Department Select departments associated with the requester.
Address Enter the address of the requester.
Time Zone Select the time zone of the requester. List of Time Zones Supported in Freshservice.

Get Requester

Retrieves requester details.

Requester ID Select or map the ID of the requester you want to retrieve details about.

Update Requester

Updates requester details.

Requester ID Select or map the ID of the requester you want to update.

Please find the descriptions of the fields in the Create Requester section above.

Delete Requester

Deletes a requester.

Requester ID Select or map the ID of the requester you want to delete.

Time Entry

Watch Time Entries

Returns time entry details when a time entry is created or updated.

Watch Select whether you want to watch new time entries (Created Date) or updated time entries (Updated Date)
Module Name Select the module type – whether you want to watch tickets, problems, changes or releases.
ID Enter (map) the Ticket ID, Problem ID, Change ID or Release ID you want to watch for new time entries.
Limit Set the maximum number of time entries Ibexa Connect will return during one execution cycle.

View Time Entries

Retrieves a time entry from the specified ticket, problem, change or release.

Module Name Select the module type – whether you want to list time entries from tickets, problems, changes or releases.
ID Enter (map) the Ticket ID, Problem ID, Change ID or Release ID you want to retrieve time entries from.
Limit Set the maximum number of time entries Ibexa Connect will return during one execution cycle.

Create Time Entry

Creates a time entry for the specified module (ticket, problem, change or release).

Module Name Select the module type – whether you want to create the time entry for a ticket, problem, change or release.
ID Enter (map) the Ticket ID, Problem ID, Change ID or Release ID you want to create a time entry for.
Task ID Enter (map) the task you want to create a time entry for.
Agent ID Select or map the user to whom this time-entry is associated.
Time Running Enable this option to set the timer as started.
Billable Enable this option if the time entry is billable.
Time Tracking Hours Enter the number of hours (in hh:mm format). Used to set the total time spent.
Start Time The time at which the time-entry is added or the time of the last invoked "start-timer" action using a toggle. the list of supported date and time formats.

Update Time Entry

Updates a time entry.

Module Name Select the module type – whether you want to update the time entry for a ticket, problem, change or release.
ID Enter (map) the Ticket ID, Problem ID, Change ID or Release ID you want to update a time entry for.
Time Entry Select the time entry you want to update.

Please find the descriptions of the fields in the Create Time Entry section above.

Start/Stop Timer

Starts or stops the timer for the specified time entry.

Module Name Select the module type – whether you want to start/stop the time entry for a ticket, problem, change or release.
ID Enter (map) the Ticket ID, Problem ID, Change ID or Release ID you want to start/stop a time entry for.
Time Entry Select the time entry you want to start or stop the timer for.

Delete Time Entry

Deletes a specified time entry.

Module Name Select the module type – whether you want to delete the time entry for a ticket, problem, change or release.
ID Enter (map) the Ticket ID, Problem ID, Change ID or Release ID you want to delete a time entry for.
Time Entry Select the time entry you want to delete.

Task

Watch Tasks

Returns task details when a task is created or updated.

Watch Select whether you want to watch new tasks (Created Date) or updated tasks (Updated Date)
Module Name Select the module type – whether you want to watch tickets, problems, changes or releases for tasks.
ID Enter (map) the Ticket ID, Problem ID, Change ID or release ID you want to watch for new/updated tasks.
Limit Set the maximum number of tasks Ibexa Connect will return during one execution cycle.

List Tasks

Retrieves a task from a specified ticket, problem, change or release.

Module Name Select the module type – whether you want to list tasks from tickets, problems, changes or releases.
ID Enter (map) the Ticket ID, Problem ID, Change ID or Release ID you want to retrieve tasks from.
Limit Set the maximum number of tasks Ibexa Connect will return during one execution cycle.

Create Task

Module Name Select the module type – whether you want to create a task for a ticket, problem, change or release.
ID Enter (map) the Ticket ID, Problem ID, Change ID or Release ID you want to create a task for.
Title Enter the title for the task.
Description Enter the description of the task.
Group Select or map the group/team assigned to the task.
Agent ID Enter the User ID of the assigned agent.
Due Date Enter the due date of the task. E.g. 2020-01-06 09:41:20. the list of supported date and time formats.
Status Set the status of the task.
Notify Before Select the time before the due date at which agent should be notified.

Update Task

Updates an existing task.

Module Name Select the module type – whether you want to update a task for a ticket, problem, change or release.
ID Enter (map) the Ticket ID, Problem ID, Change ID or Release ID you want to update a task for.

Please find the descriptions of the fields in the Create Task section above.

Delete Task

Deletes a task.

Module Name Select the module type – whether you want to delete a task from a ticket, problem, change or release.
ID Enter (map) the Ticket ID, Problem ID, Change ID or Release ID you want to delete a task from.
Task ID Enter (map) the ID of the task you want to delete.

Asset

List Assets

Retrieves all assets in your account.

Limit Set the maximum number of assets Ibexa Connect will return during one execution cycle.

Get Asset

Retrieves asset details.

Asset ID Enter (map) or select the asset you want to retrieve details about.

Make an API Call

Allows you to perform a custom API call.

URL

Enter a path relative to https://domain.freshservice.com. E.g. projects

For the list of available endpoints, refer to the Freshservice API Reference.

Method

Select the HTTP method you want to use:

GET to retrieve information for an entry.

POST to create a new entry.

PUT to update/replace an existing entry.

PATCH to make a partial entry update.

DELETE to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - List Tickets

The following API call returns a list of all tickets in your Freshservice account:

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Matches of the search can be found in the module's Output under Bundle > Body. In our example, 4 tickets were returned:

61f26e1cec05a.png --- | | Limit | Set the maximum number of assets Ibexa Connect will return during one execution cycle. |

Get Asset

Retrieves asset details.

Asset ID Enter (map) or select the asset you want to retrieve details about.

Make an API Call

Allows you to perform a custom API call.

URL

Enter a path relative to https://domain.freshservice.com. E.g. projects

For the list of available endpoints, refer to the Freshservice API Reference.

Method

Select the HTTP method you want to use:

GET to retrieve information for an entry.

POST to create a new entry.

PUT to update/replace an existing entry.

PATCH to make a partial entry update.

DELETE to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - List Tickets

The following API call returns a list of all tickets in your Freshservice account:

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Matches of the search can be found in the module's Output under Bundle > Body. In our example, 4 tickets were returned:

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