trello-freshdesk-integrator

Freshdesk - Trello Integration App

Description

This app improves customer support experience enabling an agent to collaborate easily by creating helpdesk tickets and connecting Trello boards to the Freshdesk help desk platform, improving issue resolution. The agent can now create new Trello cards directly from your Support tickets, from scratch!

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Screenshots

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Features Demonstrated

Product: Freshdesk App location: ticket_sidebar on Ticket Details Page

Feature	Notes
Installation Parameters	Installation parameters used to let admins configure account domain, api keys, token and board id
Data Method	Data Method is used to retrieve Ticket Details
Interface Method	Interface Method is used to trigger modals and to show notifications to the user
Request Method	Request Method has been used to make secure API calls to the third party domain (Trello)
Instance Method	Instance method is used to communicate between instances
Key-Value Storage	Data storage is used to store info about linked cards , notes
External events	External event is used to register,deregister the webhook and listen to events from trello board
Server Method Invocation	SMI is used to used to facilitate Request Method calls

Prerequisites

1. Make sure you have a trial Freshdesk account created
2. A properly configured Development environment along with the FDK (Freshworks Development Kit).
3. A trello account with a Workspace board.

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Procedure to run the app

1. Run the app locally using the fdk run command.
2. Go to http://localhost:10001/custom_configs in your browser to set up your trello API key, Board id, Token and freshdesk API key , domain.
3. Go to Freshdesk, navigate to the tickets page and select any ticket
4. Refer to the Test the app section of the quickstart guide to allow insecure content.
5. Append ?dev=true to the URL to see the changes

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Additional Notes

• you can get the API key of Freshdesk in following way
  • Log in to your support portal.
  • Click on your profile picture on the top right corner of your portal.
  • Go to Profile settings Page
  • Your API key will be available on the right side above sort conversations.
• you can get the API key and Token of Trello here - https://trello.com/app-key