Create Freshservice records bot

Create Freshservice records bot

Improve the productivity of your IT operations by automatically generating Freshservice records using the Create Freshservice Records bot. Eliminate tedious data input and avoid unnecessary exchanges.
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Developed by
airSlate Inc.
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Setup duration 3-5 min.
What the Create Freshservice records 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 the Create Freshservice records bot
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.
Export Custom Values to Create Freshservice records bot

Get your automated workflows up and running in minutes. No coding required.

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 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.
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.
Create Freshservice records bot

Install the Create Freshservice records bot to automate your document workflows

Start for free

Automate repetitive activities with no code

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Utilize Create Freshservice records bot
Begin a new Flow and transfer samples or generate documents right in the system to activate the Bots option. Choose a needed Bot from the list.
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Configure it
Open the Bot setup. Fill out all the required fields to modify general and advanced settings. Consider determining activation circumstances in order to avoid false activations (you can include a few conditions).
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See how it operates
Execute the workflow and check the outcomes. Ensure the software robots are working correctly. If something goes wrong, look into the Bots log to fix the mistakes and execute your Flow once more.