Configure Insightly Integration with HappyFox
Insightly CRM provides a way to manage projects and track contacts, communications, sales, projects, tasks and documents in a single platform. Integrating Insightly with HappyFox allows your agents to: * View Insightly contact information in HappyFox ticket-detail and new-ticket form. * Push HappyFox ticket infor…
Enable integration with Pipedrive
HappyFox integration with Pipedrive lets you access relevant information about the customer from HappyFox interface, and also allows you to push tickets as a activity against the contact or the organization in Pipedrive. Available to Mighty and above pricing plans. Pipedrive information is shown for the correspon…
May 1, 2014-Release Notes (Minor)
The following changes were rolled out to all HappyFox accounts on May 1, 2014. * Facebook Integration: In the event of HappyFox receiving inappropriate responses from Facebook, the integration will be unlinked and an email will be sent to the account admin informing that they have to check their Facebook credent…
April 2014 - Release notes
Features: * NEW : Ticket Life cycle report - Time distribution of tickets across various statuses based on work schedules. Offered via Excel/CSV export * NEW : Embed Support Widget, with options to show new ticket form with custom fields * NEW : Custom JS script on Support Center - Add any custom JS code to your …
December 2013- Release notes
New Features * ALL NEW! Integration with Salesforce CRM * ALL NEW! Integration with Infusionsoft CRM * ALL NEW! Due date based advanced search * ALL NEW! Scheduled reports (available only on Mighty plan) * Support for inline images in KB articles * Related KB articles and Forum posts while creating new tic…
Integrating SignNow with HappyFox Workflows
The SignNow integration with HappyFox Workflows allows you to automate and streamline your document workflows by connecting eSignature capabilities to your business processes. Whether it’s sending documents for signature, tracking completion, or managing document metadata, this integration helps you build end-to-end …
Integrating Zendesk with HappyFox Workflows
The Zendesk integration with HappyFox Workflows allows your support operations to seamlessly interact with your Zendesk account — enabling automated ticket management, user and organization updates, internal notes, and more. Whether it's creating tickets, applying macros, or syncing user data, this integration helps …
Enable Microsoft Entra ID SSO for your HappyFox account
With Microsoft Entra ID Single Sign-on, you can allow your agents and customers to log in to the respective HappyFox panels (Agent Portal and Customer Portal) with their Entra ID credentials. Available for all pricing plans Note : * The Administrator in Entra ID needs to set up this integration (needs access to…
How to configure DMARC and SPF for your domain to use with HappyFox
This article explains how you can set up DMARC and SPF for your domain which you have set up for use in HappyFox. An SPF record is a type of Domain Name Service (DNS) record that identifies which mail servers are permitted to send email on behalf of your domain. IMPORTANT NOTE: Setting DNS records should be d…
November 2016 - Release notes
Enhancements: * Option to exclude certain statuses while calculating the agent's current tickets load for auto assignment based on active staff. * Allow agents with Manage-Staff access, to make agents available/unavailable from the Manage >> Staff page. * For agents involved in Auto assignment based on active sta…
