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Fieldproxy Documentation
Fieldproxy Documentation
Fieldproxy Documentation
Fieldproxy Documentation
Getting Started
Account Setup
Fieldproxy Mobile Application
Import & Export Data
Features
Fieldproxy Glossary
New Account
Web User Authentication
Mobile Application - Field Users.
Account Members
Account Users
Field Users Management
Field Team Management
Process
Dashboard
Proxy Docs
Import Data
Export Data
FAQ
API Documentation
Postman Collection
Rate Limit
FAQ
API Key
Freshdesk + Fieldproxy Field Jobs Management
Get started with the Field Job Template
Freshdesk Integration
FAQ
Zendesk + Fieldproxy Field Jobs Management
Get started with the Field Job Template
Zendesk Integration
FAQ
Web Application Builder - Proxy
Freshdesk + Fieldproxy Field Jobs Management
Freshdesk Integration
Integrate it with the Job Template
Install Fieldproxy in Freshdesk
To Install the Fieldproxy into Freshdesk, do the following steps
Login to your Freshdesk portal as an Administrator
Go to Admin > Support Operations > Apps
Search for “Fieldproxy - Field Ticket Management” in the Search bar.
Click on Install.
Get the
API key from Fieldproxy
, and add to Freshdesk.
Fieldproxy API Key:
To get the Fieldproxy API key, do the following
Login into Fieldproxy
Go to
Profile
→
Settings
Click on the
Admin
tab, You can find the Organization API key
Click on
Generate Key
Copy the
API key
of Fieldproxy
Setting up Freshdesk ticketing in Fieldproxy
To Connect your freshdesk with Fieldproxy, do the following.
Login into Fieldproxy Application.
Click on
Profile
→
Settings
on the bottom of the screen
Select Integrations → Freshdesk Integration.
Enter the
Freshdesk API Key
and
Freshdesk Domain.
How does Fieldproxy communicated with Freshdesk?
Create job using the Freshdesk into Fieldproxy
This creates the Contacts, Company and the Job in the Application.
Once the Job is created, it will update the status and the link in the Freshdesk.
Agent Accepts the Job
Status in the Freshdesk will be modified along with this Information.
Note will be added to the Freshdesk with the Job information.
Agent has reached the customer Location.
Note will be added to the Freshdesk along with the Job Information.
Agent checksin to the Location.
Information is again gets updated in the Freshdesk
Agent completes the Checklist
Note is updated to the Freshdesk.
Agent Completes the Visit.
Visit Summary to be sent to the Freshdesk, along with the Job URL and manager can download the PDF from the Job URL.
Install Fieldproxy in Freshdesk
Fieldproxy API Key:
Setting up Freshdesk ticketing in Fieldproxy
How does Fieldproxy communicated with Freshdesk?
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