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.
