baseless
Fieldproxy Documentation
baseless
Fieldproxy Documentation
Zendesk + Fieldproxy Field Jobs Management

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Zendesk Integration

Integrate it with the Job Template

Install Fieldproxy in Zendesk

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To Install the Fieldproxy into Freshdesk, do the following steps
Login to your Zendesk portal as an Administrator.
Go to Settings > Go to Admin Center.
In the “Zendesk Admin Center” , Select “Apps and Integrations”.
Click on the “Marketplace” at the right side of the screen.
Search for “Fieldproxy” in the Search bar.
Click on Install.
Get the
API key from Fieldproxy
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, and add to Freshdesk.

Fieldproxy API Key:

To get the Fieldproxy API key, do the following
Login into Fieldproxy
Go to Profile → Settings
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Click on the Admin tab, You can find the Organization API key
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Click on Generate Key
Copy the API key of Fieldproxy
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Setting up Zendesk 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
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Select Integrations → Zendesk Integration.
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Enter the
Zendesk API Key
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, Zendesk Email Id and Zendesk Domain.
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How does Fieldproxy communicated with Zendesk?

Create job using the Zendesk 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.

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Install Fieldproxy in Zendesk
Fieldproxy API Key:
Setting up Zendesk ticketing in Fieldproxy
How does Fieldproxy communicated with Zendesk?
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