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Back to Actions Integrations Connect the XO Platform to Freshdesk to create, view, update, search, and delete tickets. See Freshdesk documentation for details.

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Supported Authorization Types

The platform supports Basic Auth for Freshdesk integration. See App Authorization Overview for details.
Authorization TypeSupported
Pre-Authorize the IntegrationYes
Allow Users to Authorize the IntegrationYes

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Prerequisites

Before enabling the Freshdesk action:
  • Create a Freshdesk developer account.
  • Copy the API Key and Domain name of your Freshdesk account.

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Step 1: Enable the Freshdesk Action

Go to App Settings > Integrations > Actions and select Freshdesk.

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Pre-authorize the Integration (Basic Auth)

  1. Select Freshdesk in the Available Actions region.
  2. In the Configurations dialog, select the Authorization tab.
  3. Set Authorization Type to Pre-authorize the Integration > Basic Auth. Auth type
  4. Enter the following fields:
    FieldDescription
    User Sub DomainDomain name of the Freshdesk account
    API KeySecret API key of your Freshdesk account
  5. Click Enable. The Integration Successful pop-up appears on first configuration. Enable integration
The Freshdesk action moves from Available to Configured.

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Allow End Users to Authorize (Basic Auth)

  1. In the Configurations dialog, select the Authorization tab.
  2. Set Authorization Type to Allow Users to Authorize the Integration > Basic Auth.
  3. Click Select Authorization > Create New. Create new auth profile
  4. Select the authorization mechanism (e.g., Basic Auth). See App Authorization Overview.
  5. Enter the following credentials:
    FieldDescription
    NameName for the Basic Auth profile
    Tenancy URLsSelect No
    Base URLBase tenant URL for the Freshdesk instance
    Authorization Check URLAuth check URL
    DescriptionDescription of the auth profile
    Auth credentials
  6. Click Save Auth. Save auth
  7. Select the new profile.
  8. Click Enable. The Integration Successful pop-up appears. Enable integration

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Step 2: Install Freshdesk Action Templates

  1. On the Integration Successful dialog, click Explore Templates. Explore templates
  2. Click Install for the desired template. Begin installation
  3. Click Go to Dialog to view the dialog task.
  4. A dialog task is auto-created for each installed template.
  5. Select the desired dialog task and click Proceed (e.g., Create a Ticket). Select dialog task
  6. The canvas opens with all required entity nodes, service nodes, and message scripts. Dialog task canvas