Create Freshservice records bot

Enhance the efficiency of your IT operations by automatically creating Freshservice records with the Create Freshservice records bot. No more manual data entry or unnecessary back-and-forth.

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What the Bot does

The bot creates new Freshservice records by pulling data from documents based on the 'if-this-then-that' conditions you've set.

When to use

Set the bot up when you need to automatically create new Freshservice records for any object, both standard and custom, such as incidents, problems, changes, releases, and more.

Author airSlate Inc.
Setup duration 3-5 min.
Used in 72 Templates
Used in 87 Workspaces
Installed 268 times in the last 30 days
98% success rate

4.5 out of 5

(37 votes)

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Get your automated workflows up and running in minutes with the Create Freshservice records bot. No coding required.

Map fields in a document to the fields in the Freshservice object

Configure bot settings

First, connect to your Freshservice account. Once you're all set, select a Freshservice object from the list. Then, specify which object fields you need to pre-filled with information from document fields.

Note: To install and configure Bots, start by creating a workflow.

Add multiple conditions and tell the bot to run when all or some of them are executed.

Add conditions for when the bot should run

Define what will trigger the bot to act. These can range from a specific date, document data, user roles, email, or name. For example, select fields in a document and tell the bot to create a Freshserivce record once those fields are filled out.

View the Bots log or use tags to check if the Bot ran successfully

Get a new Freshservice record created in seconds

Once the bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the bot will pull data added to the selected document fields and use it to create a new Freshservice record.