Integration

Connect Buttondown to Freshworks CRM

When something happens in Buttondown, 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.

Buttondown4 triggersButtondown29 actionsFreshworks CRM6 triggersFreshworks CRM17 actions

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What do you want Buttondown 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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Everything your agent can do with Buttondown and Freshworks CRM

Triggers and actions 10 triggers · 46 actions

Trigger
New Draft
Triggers when a new draft is created.
Trigger
New Scheduled Email
Triggers when a new email is scheduled.
Trigger
Newsletters
Triggers when a new newsletter is created.
Trigger
New Tag
Triggers when a new tag is created.
Action
Add Segment
Create a new subscriber segment.
Action
Add Survey
Create a new survey.
Action
Create Draft
Creates a draft.
Action
Create Email
Creates an email.
Action
Create Subscriber
Creates a subscriber.
Action
Delete Automation
Delete an automation by id.
Action
Delete Email
Delete an email by id.
Action
Delete Newsletter
Delete a newsletter by id.
Action
Delete Segment
Delete a subscriber segment by id.
Action
Delete Subscriber
Remove a subscriber by id or email address.
Action
Delete Survey
Delete a survey by id.
Action
Delete Tag
Delete a tag by id.
Action
Find Tag
Finds a tag given its name.
Action
Get Automation
Retrieve a single automation by id.
Action
Get Email
Retrieve a single email by id.
Action
Get Newsletter
Retrieve a single newsletter by id.
Action
Get Segment
Retrieve a single subscriber segment by id.
Action
Get Survey
Retrieve a single survey by id.
Action
Get Tag
Retrieve a single tag by id.
Action
List Automations
List all automations configured on the account.
Action
List Segments
List all subscriber segments.
Action
List Surveys
List all surveys on the account.
Action
Publish Email
Publish a drafted email so it is sent and made public.
Action
Update Automation
Update an automation's configuration.
Action
Update Email
Update an existing email's content or metadata.
Action
Update Newsletter
Update a newsletter's settings.
Action
Update Segment
Update a subscriber segment's definition.
Action
Update Survey
Update a survey's configuration.
Action
Update Tag
Update a tag's name or metadata.
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.

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The other way round: Freshworks CRM to Buttondown