Telebu for Freshdesk - Workflow

Send messages using workflows

Step 1: Go to the admin settings on the left panel. Click the "Workflows" option.

Step 2: Click the "Automations" option.

Step 3: Click the "New rule" option to create a new workflow in the Freshdesk.

Step 4: Give the name for the rule. Select the appropriate condition for the workflow. If you have additional conditions, then click the "Add new filter" option to add another condition.

Step 5: Select the action to perform as "Trigger Webhook".

Step 6: Select the request type as the POST method. Enter the webhook URL which you get from the extension configuration page (Telebu full-page view --> Profile --> Workflows) and select the encoding type as JSON.

Step 7: Copy your webhook URL and parameters from the "Workflows" option.

Step 8: Select the content as "Advanced" and paste the parameters in the space provided. Replace the "FILL_HERE" option with the required values.

SenderId - Get from your Telebu account

Number - Enter the phone number field of the recipient. You can get this as placeholder values by clicking the "+" symbol at the bottom.

Text - Approved messages template content has to be given.

module - Enter the module for which you want to trigger this workflow. (All characters should be in the lowercase)

recordId - For example can be the ticket ID. You can get this as placeholder values by clicking the "+" symbol at the bottom.

Step 9: For selecting the placeholders, click any of the Freshdesk modules and fetch the field values you want.

Step 10: Once the values are given, click the "Preview and Save" option to save the workflow.

Step 11: Now, you can view the quick summary of the created workflow. Click "Save" to save the new workflow.

Step 12: Now you can view the new workflow created and enabled successfully.