---
title: 'Applied Epic + Freshworks Freshdesk'
url: 'https://www.staging38.commercient.com/product/applied-epic-freshworks-freshdesk/'
date: '2026-06-19T09:57:14-04:00'
modified: '2026-06-19T09:57:14-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Applied Epic to Freshworks Freshdesk, giving your team access to Applied Epic data directly within Freshworks Freshdesk. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Applied Epic and Freshworks Freshdesk, surfacing ERP customer, order and invoice data inside Freshworks Freshdesk for support teams. Customer account data flows from Applied Epic to Freshworks Freshdesk so support teams always work from current ERP records.

## What syncs

- Sync Applied Epic Items to Freshworks Freshdesk for Ticket Context
- Update Applied Epic Customers from Freshworks Freshdesk Account Data
- View Applied Epic Payments Status in Freshworks Freshdesk Tickets
- Sync Applied Epic Customer Account Status to Freshworks Freshdesk
- Connect Freshworks Freshdesk Tickets Resolution to Applied Epic Records
- Import Freshworks Freshdesk New Contacts into Applied Epic Customers

## Why Commercient

### Support and service management

Keep Applied Epic Customers records aligned with Freshworks Freshdesk so support teams always work with accurate account information when handling customer inquiries.

### Billing query resolution

Surface Applied Epic Invoices, Credit Notes and Payments inside Freshworks Freshdesk tickets so agents can resolve billing disputes, refund requests and payment queries without switching systems.

### Order status and fulfilment visibility

Sync Applied Epic Sales Orders status and shipment data to Freshworks Freshdesk so support agents can update customers on order progress and expected delivery without ERP access.

### Escalation and priority management

Sync Applied Epic customer account tier, credit status and order value to Freshworks Freshdesk so support teams can prioritise tickets and escalate based on account importance.

## About Applied Epic

Applied Epic is agency management software for commercial insurance brokers, managing policies, clients, renewals, commissions and carrier relationships.

## About Freshworks Freshdesk

Freshworks Freshdesk is a customer support platform for managing tickets, live chat, email support, knowledge base articles and customer service team operations.

## Frequently asked questions

### How often does the Applied Epic and Freshworks Freshdesk integration sync?

Commercient typically runs on a scheduled sync, with frequency configurable based on business requirements. Near-real-time options depend on system capabilities and project scope.

### Can Applied Epic Credit Notes data appear in Freshworks Freshdesk for refund and dispute handling?

Commercient can surface Applied Epic Credit Notes data inside Freshworks Freshdesk so agents can verify credit note status and return authorisations when handling customer disputes and refund requests.

### Can Applied Epic Items data be accessed from Freshworks Freshdesk tickets?

Yes, Commercient can sync Applied Epic Items data to Freshworks Freshdesk so support agents can reference product details, specifications and order history when answering customer product queries.

### Does Commercient support two-way customer data sync?

Commercient can support syncing Applied Epic Customers to Freshworks Freshdesk and importing Freshworks Freshdesk new contacts back into Applied Epic when included in scope. Direction and object coverage depend on project configuration.

### Can Applied Epic Items availability show in Freshworks Freshdesk for order support?

Commercient can sync Applied Epic Inventory and Items availability to Freshworks Freshdesk so support agents can check current stock status and expected lead times when handling order-related customer queries.