Integration
Connect Benetics to Freshworks CRM
When something happens in Benetics, your agent does the next thing in Freshworks CRM. Describe it in plain language and the automation is built, tested on every branch and kept running.
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What do you want Benetics and Freshworks CRM to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Triggers and actions 10 triggers · 42 actions
Trigger
New ProjectTriggers when a new project is created.
- New Task
Triggers when a new task is created.
- Updated Project
Triggers when a project is updated.
- Updated Task
Triggers when a task is updated.
- Add Plan Version
Upload a new version of a plan. POST /plans/{plan_id}/versions.
- Add Project Member
Add a member to a project. POST /projects/{project_id}/members.
- Add Task
Create a new task on a project. POST /projects/{project_id}/tasks.
- Create Project
Creates a new project.
- Delete Document
Delete a document. DELETE /projects/{project_id}/documents/{document_id}.
- Delete Plan
Delete a plan. DELETE /plans/{plan_id}.
- Delete Plan Version
Remove one version of a plan from a project.
- Delete Project
Delete a project. DELETE /projects/{project_id}.
- Delete Project Member
Remove a member from a project. DELETE /projects/{project_id}/members/{member_id}.
- Delete Task
Delete a task. DELETE /tasks/{task_id}.
- Document Upload
Upload a document
- Get Project
Get a single project by id. GET /projects/{project_id}.
- Get Report
Get a single report by id. GET /reports/{report_id}.
- Get Task
Get a single task by id. GET /tasks/{task_id}.
- List Members
List members of the organization. GET /members.
- List Project Members
List members assigned to a project. GET /projects/{project_id}/members.
- List Projects
List projects in the organization. GET /projects.
- List Reports
List reports for a project. GET /projects/{project_id}/reports.
- List Tasks
List tasks for a project. GET /projects/{project_id}/tasks.
- Plan Upload
Upload a plan
- Update Document
Update a document's fields. PATCH /projects/{project_id}/documents/{document_id}.
- Update Plan
Update a plan's fields. PATCH /plans/{plan_id}.
- Update Project
Update a project's fields. PATCH /projects/{project_id}.
- Update Task
Update a task's fields. PATCH /tasks/{task_id}.
- Upload File
Uploads a file to Benetics and returns its file upload id, ready to attach to a plan version or a document.
Trigger
New AccountPolling trigger: fires when a new sales account is created. Sorted by created_at descending.
- New Contact
Polling trigger: fires when a new contact is created. Sorted by created_at descending.
- New Deal
Polling trigger: fires when a new deal is created. Sorted by created_at descending.
- New or Updated Account
Polling trigger: fires when a sales account is created or updated. Sorted by updated_at descending.
- New or Updated Contact
Polling trigger: fires when a contact is created or updated. Sorted by updated_at descending.
- New or Updated Deal
Polling trigger: fires when a deal is created or updated. Sorted by updated_at descending.
- Add Note to Contact
Adds a note to a contact (targetable_type=Contact) in Freshworks CRM.
- Create Account
Creates a new sales account in Freshworks CRM.
- Create Appointment
Creates an appointment in Freshworks CRM. from_date/end_date are ISO8601.
- Create Contact
Creates a new contact in Freshworks CRM.
- Create Deal
Creates a new deal in Freshworks CRM.
- Create Task
Creates a task in Freshworks CRM. due_date is epoch milliseconds; targetable_type e.g. Contact/Deal/SalesAccount.
- Find Account by Name
Looks up a sales account by name using the lookup endpoint.
- Find Contact by Email
Looks up a contact by email address using the lookup endpoint.
- Find deal by custom field
Searches for a deal by the selected custom field. If a single match is found, emits the deal's details. If none or multiple match, an error occurs.
- Find deal by name
Searches for a deal by name. If a single match is found, emits the deal's details. If none or multiple match, an error occurs.
- Find deal stage by name
Searches for a deal stage by name. If a single match is found, emits the stage's details. If none or multiple match, an error occurs.
- Find pipeline by name
Searches for a pipeline by name. If a single match is found, emits the pipeline's details. If none or multiple match, an error occurs.
- Get Account
Retrieves a sales account by ID in Freshworks CRM.
- Get Contact
Retrieves a contact by ID in Freshworks CRM.
- Get Deal
Retrieves a deal by ID in Freshworks CRM.
- Update Contact
Updates an existing contact by ID in Freshworks CRM.
- Update Deal
Updates an existing deal by ID in Freshworks CRM.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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