Developed by
airSlate Inc.
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.
Try pre-built workflows to experience the Create Freshservice records bot in action

Location Updates
The Location Updates Flow is used by IT departments to collect feedback and requests from customers or employees in order to improve upon the services that their company provides.
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Equipment Repair Request
The Equipment Repair Request Flow is used by IT departments to collect feedback and requests from customers or employees in order to improve upon the services that their company provides.
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Bug Report
The Bug Report Flow Template is used by IT departments to collect feedback and requests from customers or employees in order to improve upon the services that their company provides.
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Other Bots often used with the Create Freshservice records bot
Automate repetitive activities with no code
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.
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).
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.
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