Identity integration

This app integrates Fresdesk with Identity - a custom CRM used by orgs in The OPEN network.

Not compatible in old look

Install available only on Desktop

Version : 1.0

Published by Declic
19 days ago

in CRM

Help and Supportgeorgiana@declic.ro https://github.com/declic/freshdesk-identity-app

Identity integration

This app integrates Fresdesk with Identity - a custom CRM used by orgs in The OPEN network.

					        	This app integrates Freshdesk with Identity - a custom CRM used by organizations in The OPEN network. 

It uses the Identity API to retrieve extra information about ticket authors, helping staff to answer questions like: 
- is the ticket author a member in Identity?
- since when?
- is he/she also a donor?
- what is his/her postcode?
This info is displayed in the ticket details view allowing staff to write more informed answers.

The app also adds two buttons in the ticket details view to unsubscribe members in Identity either from email or permanently. This  helps a lot in handling emails from people:
- that request to be unsubscribed
- who address serious offenses
- who have an automatic responder informing their email address is no longer in use

Stop wasting time on repetitive tasks and focus on the thing that really matters: connecting with your members.
					        	
							In order to install this app you need to provide values for the`identity_base_url` and `identity_api_token`iparams.

The `identity_base_url` is just the base url of your instance of Identity (e.g. "https://identity.declic.ro")
The `identity_api_token` has to be generated from your instance of Identity by creating a new ApiUser.  
One way you can do that is to:

1. Open a Rails console in the base directory of your Identity app by running:
 
`bundle exec rails console`

If your app is on on Heroku:

`heroku run bundle exec rails console`

2. In the console, run:

`ApiUser.create({ name: "your_name_here",  active: true }).token`

The token generated by the command above is your value for `identity_api_token`.
							

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