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Automate tasks across Freshdesk with Referral Factory

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Freshdesk and Referral Factory talk.
Here are some common ways to automate work between them.

Send a Referral Factory notification when Freshdesk receives a high-priority item.Try now
Create a Referral Factory follow-up from new qualified activity in Freshdesk.Try now
Copy new customer details from Freshdesk into Referral Factory.Try now
Update the matching Referral Factory item when a Freshdesk status changes.Try now
Start a review in Referral Factory when Freshdesk flags an exception.Try now
Summarize new Freshdesk activity and save it in Referral Factory.Try now

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Freshdesk and Referral Factory work.

Connect your Freshdesk and Referral Factory. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 35 actions between Freshdesk and Referral Factory.
Can’t find an action you need? Let us know.

Currently Authenticated AgentRun a currently authenticated agent action in Freshdesk.List All AgentsRun a list all agents action in Freshdesk.View an AgentRun a view an agent action in Freshdesk.Create a CompanyCreate a company in Freshdesk.Delete a CompanyDelete a company in Freshdesk.List All CompaniesRun a list all companies action in Freshdesk.Update a CompanyUpdate a company in Freshdesk.View a CompanyRun a view a company action in Freshdesk.Create a ContactCreate a contact in Freshdesk.List All ContactsRun a list all contacts action in Freshdesk.Soft Delete a ContactRun a soft delete a contact action in Freshdesk.Update a ContactUpdate a contact in Freshdesk.View a ContactRun a view a contact action in Freshdesk.Create a NoteCreate a note in Freshdesk.Create a ReplyCreate a reply in Freshdesk.

Frequently asked questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Freshdesk and Referral Factory.

MindCloud connects Freshdesk and Referral Factory so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.