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Freshdesk: Requests Configuration
Freshdesk
:
Requests
Configuration
Step One: Retrieve Stella Connect
Freshdesk
Test Credentials… Step Two: Configure the Stella Connect
Freshdesk
Triggers… Create “Do not Send Stella Connect
request
” checkbox
Desk:
Requests
Configuration
Step Two:
Configure
Your Desk.com Account for Testing… Establish A Business Rule to Automate Stella Connect
Requests
… To establish a new Business Rule to send Stella Connect
Requests
to a customer once a case is resolved
Gladly:
Requests
Configuration
Connect
requests
can only be sent if: The team member has an approved Stella Connect profile… NOTE: You do not have to add the topic in order to limit the number of Connect
requests
that a customer
Kustomer:
Requests
Configuration
Step 3:
Configure
The Stella Connect Workflow… The
configuration
begins with your company designating a test email address that will be used for testing… .1.customer}}/event/{{steps.1.id}}" }, "method": "POST", "uri": "https://api.stellaconnect.net/v1/
requests
Freshservice:
Requests
Configuration
Step Two:
Configure
the Stella Connect Freshservice Triggers… Create “Do not Send Stella Connect
request
” checkbox… Connect
requests
can only be sent if: The team member has an approved Stella Connect profile
SFTP:
Requests
Configuration
This document is a reference for the
configuration
of flat file data sources that are used as input the
Freshsales:
Requests
Configuration
Step Two:
Configure
the Stella Connect Freshsales Triggers… Connect
requests
can only be sent if: The team member has an approved Stella Connect profile… NOTE: You do not have to establish an exclusion rule in order to limit the number of Connect
requests
Gorgias Survey:
Requests
Configuration
Connect
requests
can only be sent if: The team member has an approved Stella Connect profile… NOTE: You do not have to add the tag in order to limit the number of Connect
requests
that a customer
Helpscout Survey via Email:
Requests
Configuration
Connect
requests
can only be sent if: The team member has an approved Stella Connect profile
Zendesk Survey via Email:
Requests
Configuration
Enable the API dashboard to monitor
requests
in Zendesk… Navigate to Zendesk Admin -> Settings -> Channels -> API Select Target Failures Connect
requests
… NOTE: You do not have to establish an exclusion trigger in order to limit the number of Connect
requests
