Connect Buildin.AI and Freshworks CRM

Both apps 33Buildin.AI 10Freshworks CRM 23

• Trigger
  Database Item Created

  Triggers when a new item (row) is added to a Buildin database.

• Trigger
  Page Updated

  Triggers when a page in your Buildin workspace is created or edited.

• Action
  Add Block to Page

  Appends one or more content blocks (paragraphs, headings, to-dos, lists and more) to a Buildin page or block.

• Action
  Add Content to Page

  Adds a paragraph of text to the end of a Buildin page (or after/before a chosen block).

• Action
  Create Database

  Creates a new database in Buildin with the columns you define, optionally inside a parent page.

• Action
  Create Database Item

  Creates a new item (row) in a Buildin database, with its property values and optional page content.

• Action
  Create Page

  Creates a new page in Buildin, at the workspace root, under a parent page, or as a row in a database, with optional content.

• Action
  Find Page by Title

  Searches the workspace for pages whose title matches the text you give and returns the matching pages, with the first match broken out.

• Action
  Get Page and Children

  Returns a page's details together with the content blocks directly inside it (up to 100).

• Action
  Update Database Item

  Updates the property values, icon or cover of an existing item in a Buildin database.

• Trigger
  New Account

  Polling trigger: fires when a new sales account is created. Sorted by created_at descending.

• Trigger
  New Contact

  Polling trigger: fires when a new contact is created. Sorted by created_at descending.

• Trigger
  New Deal

  Polling trigger: fires when a new deal is created. Sorted by created_at descending.

• Trigger
  New or Updated Account

  Polling trigger: fires when a sales account is created or updated. Sorted by updated_at descending.

• Trigger
  New or Updated Contact

  Polling trigger: fires when a contact is created or updated. Sorted by updated_at descending.

• Trigger
  New or Updated Deal

  Polling trigger: fires when a deal is created or updated. Sorted by updated_at descending.

• Action
  Add Note to Contact

  Adds a note to a contact (targetable_type=Contact) in Freshworks CRM.

• Action
  Create Account

  Creates a new sales account in Freshworks CRM.

• Action
  Create Appointment

  Creates an appointment in Freshworks CRM. from_date/end_date are ISO8601.

• Action
  Create Contact

  Creates a new contact in Freshworks CRM.

• Action
  Create Deal

  Creates a new deal in Freshworks CRM.

• Action
  Create Task

  Creates a task in Freshworks CRM. due_date is epoch milliseconds; targetable_type e.g. Contact/Deal/SalesAccount.

• Action
  Find Account by Name

  Looks up a sales account by name using the lookup endpoint.

• Action
  Find Contact by Email

  Looks up a contact by email address using the lookup endpoint.

• Action
  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.

• Action
  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.

• Action
  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.

• Action
  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.

• Action
  Get Account

  Retrieves a sales account by ID in Freshworks CRM.

• Action
  Get Contact

  Retrieves a contact by ID in Freshworks CRM.

• Action
  Get Deal

  Retrieves a deal by ID in Freshworks CRM.

• Action
  Update Contact

  Updates an existing contact by ID in Freshworks CRM.

• Action
  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.