HappyFox Help Desk

The HappyFox Help Desk modules allow you to monitor, create, and search the tickets, staff, and users in your HappyFox Help Desk account.

Getting Started with Happyfox Help Desk 

Prerequisites

  • A Happyfox Help Desk account - create an account at happyfox.com/.

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting Happyfox Help Desk to Integromat

To connect your Happyfox Help Desk account to Integromat you need to obtain the Key, and Website ID from your Happyfox Help Desk account and insert it in the Create a connection dialog in the Integromat module.

1. Log in to your HappyFox Help Desk account.

2. Click Apps > My Apps > API > Manage > New API Key.

3. In the First Name field, enter a name for the API key, select the throttling options and click Add new API Key.

4. Copy the API key  Auth key to your clipboard.

5. Go to Integromat and open the HappyFox Help Desk module's Create a connection dialog.

6. In the Connection name field, enter a name for the connection.

7. In the API Key and Auth Code field, enter the detail copied in step 4.

8. In the Domain field, enter your account URL address. For example, your account URL is https://www.xyz.happyfox.com then your domain is xyz.

9. Click Continue.

The connection has been established.

Tickets

Watch New Ticket

Triggers when a new ticket has been created.

Webhook NameEnter a name for the webhook.
ConnectionEstablish a connection to your HappyFox Help Desk account.

See the Setting Up HappyFox Help Desk Webhooks to add webhooks in your HappyFox Help Desk account.

Search Ticket

Searches for tickets.

ConnectionEstablish a connection to your HappyFox Help Desk account.
Search BySelect or map the option and select the field to search the tickets. For example, Assignee.
LimitSet the maximum number of Tickets Integromat should return during one execution cycle.

Get a Ticket

Gets a ticket.

ConnectionEstablish a connection to your HappyFox Help Desk account.
Ticket IDSelect or map the Ticket ID whose details you want to retrieve.

Create a Ticket

Creates a ticket.

ConnectionEstablish a connection to your HappyFox Help Desk account.
SubjectEnter (map) the ticket's subject line.
TextEnter (map) the ticket details.
Specify the user bySelect or map the option to choose the user for the ticket:
  • Email and Name
  • User ID
EmailEnter (map) the email address of the user.
NameEnter (map) the user name.
User IDSelect or map the user to whom you want to assign the ticket.
CategorySelect or map the Category ID and details of the ticket.
PrioritySelect or map the ticket's priority:
  • Critical
  • High
  • Low
  • Medium

Staff

Add a Staff Private Note

Adds a staff private note.

ConnectionEstablish a connection to your HappyFox Help Desk account.
Ticket IDSelect or map the Ticket ID for which you want to add a staff update.
TextSelect or map the Staff ID to whom you want to send an update.
StaffSelect or map the Staff ID to whom you want to send an update.
Alert toSelect or map the user to whom you want to send an alert about the note.
AssigneeSelect or map the user to whom the ticket is assigned.
PrioritySelect or map the ticket's priority. For example, high.
StatusSelect or map the status of the ticket:
  • New
  • In Progress
  • On Hold
  • Closed

Add a Staff Update

Adds a staff update.

ConnectionEstablish a connection to your HappyFox Help Desk account.
Ticket IDSelect or map the Ticket ID for which you want to add a staff update.
StaffSelect or map the Staff ID to whom you want to send an update.
Due DateEnter (map) a date by when the update should be completed. See the list of supported date and time formats.
AssigneeSelect or map the user to whom the ticket is assigned.
Notify UserSelect whether you want to notify the user after posting this update.
PrioritySelect the priority of hte ticket. For example, high.
StatusSelect or map the status of the ticket:
  • New
  • In Progress
  • On Hold
  • Closed
TextEnter (map) the update text.
Time SpentEnter (map) the time spent in seconds on the ticket.

Users

Add a User Reply

Adds a user reply.

ConnectionEstablish a connection to your HappyFox Help Desk account.
Ticket IDSelect or map the Ticket ID for which you want to add the user reply.
TextEnter (map) the reply text.
CC toAdd the email addresses that you want to copy in the reply message.
BCC toAdd the email addresses that you want to blind copy in the reply message.

Other

Make an API Call

Performs an arbitrary authorized API call.

ConnectionEstablish a connection to your HappyFox Help Desk account.
URL

Enter a path relative to https://<domain>.happyfox.com/api  For example: /1.1/json/tickets/ 

For the list of available endpoints, refer to the HappyFox Help Desk API Documentation.

Method

Select the HTTP method you want to use:

GET
to retrieve information for an entry.

POST
to create a new entry.

PUT
to update/replace an existing entry.

PATCH
to make a partial entry update.

DELETE
to delete an entry.

HeadersEnter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query StringEnter the request query string.
BodyEnter the body content for your API call.

Example of Use - List Tickets

The following API call returns all the tickets from your HappyFox Help Desk account:

URL:
/1.1/json/tickets/

Method:
GET

Matches of the search can be found in the module's Output under Bundle > Body > data
In our example, 10 tickets were returned:

Setting Up HappyFox Help Desk Webhooks

1. Open the Watch module, establish the connection, click Save and copy the URL address to your clipboard. Click OK and save the trigger.

2. Log in to your HappyFox account.

3. Click Apps > My Apps > Webhooks > Manage > Webhook and enter the details.

NameEnter a name for the webhook.
URLEnter the URL address copied in step 1.
Trigger OptionsSelect the options for which you want to receive the alerts:
  • Trigger when a ticket is created
  • Trigger when a ticket is updated
  • Trigger when a task is completed
Associate CategoriesSelect the category to which you want to associate the trigger.
Enable WebhookMove the toggle to enable the webhook.

Click Save.

You have successfully added the webhook. 

Go back to your Integromat account and run the webhook scenario to receive alerts when the specified event occurs.

Popular use cases from our blog

automated-data-collection-crm-illustration

How to Automate Data Collection - Part 5: CRM Systems

automated-data-collection-chatbot-marketing-illustration

How to Automate Data Collection - Part 4: Chatbot Marketing

automated-data-collection-paid-ads-illustration

How to Automate Data Collection - Part 3: Paid Ads

automated-data-collection-email-illustration

How to Automate Data Collection - Part 2: Email Marketing Segmentation

personalized-customer-experience-illustration-integromat

5 Automated Solutions to Personalize Customer Experience

data-collection-automation-forms-pt-1

How to Automate Data Collection - Part 1: Online Forms

Didn’t find what you were looking for?

Expert

Find an expert

We feature a network of 450+ certified partners across the globe who are ready to help

Find an expert

Automate any workflow in your business

Sign up for a free account today. No credit card required, no time limits on free plan.