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About Freshservice

Freshservice is a IT-service-management platform. Connecting Freshservice to Serval allows the syncing of tickets between the two systems.

What the Freshservice integration enables

CapabilityDescription
Access ManagementCreate, update, and manage users and their permissions
Automation workflowsTrigger automated processes and approval flows
Sync TicketsMaintain data consistency across platforms, sync tickets between Serval and Freshservice

Freshservice configuration (in Freshservice)

You authenticate Serval with a Freshservice API key. You can generate this key from either:
  • A dedicated service account (recommended) – clearer attribution and least-privilege.
  • An existing admin – faster but all automations appear under that admin’s name.
1

Create or select an agent

Navigate to Admin → click the hamburger menu in the top left → Global Settings“Agents” in the User Management section.Create a new agent (e.g., Serval Integration) or select an existing agent.
2

Configure account-wide permissions

Go to Permissions“Add admin role” under account-wide permissions.Select Workspace AdminSave.
3

Add workspace permissions

Under Workspace permissions, click Add to workspaceAdd role.Select “IT Supervisor” and “across the workspace”Save.
Repeat this step for each workspace you want to give the account access to.
4

Enable and retrieve API key

Ensure the API key is enabled in the agent’s settings.Sign in as the agent → SettingsAPI Key and copy the key.

Serval Configuration

  1. In Serval navigate to Apps → Available → Freshservice → Connect.
  2. Complete the form: Freshservice Connection Form
    FieldValue
    Service Instance IDYour Freshservice domain. For https://acme.freshservice.com enter acme.freshservice.com.
    API KeyThe key you generated above.
  3. Click Save.
Serval can now post comments, update tickets and read data according to the Freshservice permissions you configured.