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Freshservice

Manage IT service tickets and solution articles

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Written by Johan Åkerman

Introduction

Connect Freshservice to Sana to manage IT service tickets and knowledge base articles. Create and update tickets, browse solution articles, and streamline your IT service management workflow. In summary, the connector has the following key characteristics:

  • Category: Support

  • Connector type: Real-time

  • Auth type: API keys

  • Hosting type: Managed

Capabilities

This connector is able to do the following:

Capability

List tickets

Create tickets

Update tickets

List solution articles

Create solution articles

Update solution articles

Delete solution articles

Tools

While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Freshservice. In practice, the agent may call one or more tools to achieve a single capability.

Tool

Create solution article

Create ticket

Delete solution article

Get solution article

Get ticket

List solution articles

List solution categories

Update solution article

Update ticket

Scope and permissions

This connector uses API keys. When you connect your account, we securely store your keys to connect to this connector's APIs. The scopes for this connector depends on the scopes you assign your API key in Freshservice when generating the key.

Set up instructions

Prerequisites:

  • Your Sana workspace admin has enabled this integration – if the workspace admin has disabled the integration it won't appear in the list of available integrations.

Step 1: Go to the integrations page in Sana

In Sana, click on ... More in the sidebar, then select Integrations

Step 2: Find Freshservice in the list of available integrations

Scroll to the Available integrations section and locate Freshservice.

Step 3: Connect the integration

Click the integration card and select "Connect just for me", this will open a pop-up powered by Pipedream. Follow the steps in the pop-up to complete the set-up.

Step 4: Provide your Freshservice credentials

You'll be asked to paste the credentials for Freshservice so Sana can store them securely and use them to call the connector's APIs on your behalf.

Step 5: Complete the set up

You've successfully connected your Freshservice account. Click Continue to complete the setup and start using the connector.

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