Authorization Type

Freshdesk uses API Key-based authentication to connect to Freshdesk knowledge bases.

Authorization Flow

Enter your Freshdesk domain and API key.

Configuration

Where can I find my API key?

  1. Log in to your Freshdesk Support portal.
  2. Click on your profile picture on the top right corner of your portal.

  1. Go to Profile settings Page.

  1. Your API key will be available below the change password section to your right.

For more information, please refer to this solution article from Freshdesk.

Functionality

The /integrations/freshdesk and integrations/connect endpoints sync articles by default.

To customize the sync behavior, use the file_sync_config parameter:

"file_sync_config": {
  "auto_synced_source_types": ["TICKET"],
  "sync_attachments": true
}
  • auto_synced_source_types: An array specifying the types of items to sync. Valid values are “ARTICLE” (default) and “TICKET”. To sync both articles and tickets, include both values in the array.
  • sync_attachments: A boolean indicating whether to sync attachments from ticket comments. Set to true to enable attachment syncing.

Additional Endpoints

The following endpoints can be used with Freshdesk to list and sync items:

  • integrations/items/sync: Sync items from Freshdesk
  • integrations/items/list: List items from Freshdesk
  • integrations/files/sync: Sync files from Freshdesk

Articles

Carbon can sync Published articles from multiple Freshdesk workspaces. Note that Draft articles will not be synced.

Tickets

Freshdesk has a limit of 5,000 ticket syncs. To increase this limit, please contact our team directly.
Carbon can sync tickets and their associated file attachments. The following ticket information is available as tags for filtering:

{
  "ticket_type": "incident",
  "ticket_status": "open", 
  "ticket_assignee": "swapnil@carbon.ai",
  "ticket_priority": "normal",
  "ticket_requester": "customer@example.com"
}

Use these tags to filter and organize synced tickets based on their properties.

Synchronization

Syncs are triggered when end-users connects their Freshdesk account. You can use the resync_file API endpoint to programmatically resync specific Freshdesk files.

To sync Freshdesk pages on a 24-hour schedule (more frequent schedules available upon request), you can use the /update_users endpoint. This endpoint allows organizations to customize syncing settings according to their requirements, with the option to enable syncing for all data sources using the string ‘ALL’. It’s important to note that each request supports up to 100 customer IDs.

Here’s an example illustrating how to automatically enable syncing for updated Freshdesk content for specified users:

{
    "customer_ids": ["team@carbon.ai", "sam@openai.com"],
    "auto_sync_enabled_sources": ["FRESHDESK"]
}