- Integrate Bitly with Freshdesk/Freshservice to enable support agents to shorten URLs directly within ticket conversations.
- Utilize Freddy AI Copilot for Developers to simplify the integration process and accelerate app development.
- A Notion account with access to the desired workspace.
- An Asana account with access to the desired projects/tasks.
- A Freshdesk/Freshservice account with administrative privileges.
- Notion Account: Create or log in to your Notion account. Refer to Notion API Documentation for more
- Asana Account: Create or log in to your Asana account. Refer to Asana API Documentation for more
- Freshdesk Account: Create or log in to your Freshdesk account. Refer Freshdesk API Documentation for more information
- Freshservice Account: Create or log in to your Freshservice account. Refer Freshservice API Documentation for more information
Notion Integration Token:
- Go to Notion's My Integrations page and create a new integration.
- Refer to building your firsrt Notion integration doc for more information
- Obtain the integration token.
Asana Personal Access Token:
- Log in to your Asana account.
- Navigate to "My Profile Settings" > "Apps" > "Manage Developer Apps".
- Create a new app and obtain the personal access token.
Freshdesk/Freshservice API Key:
- Log in to your Freshdesk/Freshservice admin dashboard.
- Navigate to "Profile settings" > "API" tab.
- Generate an API key or use an existing one.
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Authentication and Setup:
- Authenticate with the APIs of Notion, Asana, Freshdesk, and Freshservice, and obtain necessary credentials.
- Configure access permissions and define default settings for task/project creation.
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Integration with Freshdesk/Freshservice:
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Use Freddy AI Copilot for Developers to access Freshdesk/Freshservice APIs and SDKs for ticket management and conversation handling.
How to build an app from scratch
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Implement custom actions or triggers within Freshdesk/Freshservice to initiate task/project creation in Notion and Asana.
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Creating Tasks/Projects:
- Integrate Notion and Asana functionality within Freshdesk/Freshservice ticket interface.
- Enable agents to create tasks or projects directly from ticket conversations, providing relevant details and context.
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Linking Tickets and Tasks/Projects:
- Establish bi-directional links between Freshdesk/Freshservice tickets and corresponding tasks/projects in Notion and Asana to maintain synchronization.
- Update ticket status and add comments in Freshdesk/Freshservice based on task/project activities, and vice versa.
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Collaboration and Resolution:
- Facilitate communication and collaboration between support and other teams by providing visibility into tasks/projects within Freshdesk/Freshservice.
- Enable seamless handoff of issues between support and other teams, with status updates reflected in both platforms.
- Streamlined Collaboration: Integration enables seamless communication and collaboration between support and other teams, leading to faster issue resolution.
- Enhanced Visibility: Agents have visibility into tasks/projects directly from Freshdesk/Freshservice, improving context and understanding of cross-functional activities.
- Improved Efficiency: Agents can create tasks/projects without leaving the Freshdesk/Freshservice interface, reducing context switching and improving workflow efficiency.
- Transparent Tracking: Bi-directional linking ensures that task/project status and updates are synchronized between Freshdesk/Freshservice and Notion/Asana, providing transparency and accountability.