Freshdesk

Connect Freshdesk to dialnote for support workflows

dialnote's Freshdesk integration is on the way. When it ships, you'll be able to connect your Freshdesk account and turn calls into support tickets automatically, attach recordings and AI summaries, and match callers to existing Freshdesk contacts — without jumping between tools.

What's planned#

  • Ticket creation — completed calls, missed calls, and voicemails logged as Freshdesk tickets
  • Transcript and recording attachments — review calls right from the ticket
  • AI summary sync — each call's summary and action items added as a private note
  • Contact matching — callers matched to Freshdesk contacts by phone number

Connect Freshdesk today#

You don't have to wait. dialnote can send call events to Freshdesk right now.

Zapier (no code)

  1. Go to Settings → Webhook Management and copy your Zapier API key
  2. In Zapier, create a Zap with dialnote as the trigger — pick Call Log (fires when a call ends) or Call Recording (fires when a recording is ready)
  3. Choose Freshdesk as the action and select Create Ticket or Update Ticket
  4. Map the call fields — direction, duration, transcript summary, and contact — to the right ticket fields
  5. Turn it on, and calls start flowing into Freshdesk

Custom webhooks

  1. Go to Settings → Webhook Management and add a webhook endpoint
  2. Point it at a small middleware service (like a serverless function) that calls the Freshdesk API
  3. Pick the event this webhook sends — each webhook delivers one of call.completed, call.recording.completed, or note.created
  4. Your middleware reshapes the dialnote payload into Freshdesk's ticket format

What's next#

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