Connect Channels to Freshworks CRM

Both apps 34Channels 11Freshworks CRM 23

• Trigger
  New Call Finished

  Triggers when a call is finished.

• Trigger
  New Voicemail Left
• Action
  Add note to contact

  Add a note to a contact's history. POST /api/v1/contacts/{id}/note.

• Action
  Add number to do-not-call list

  Block a phone number by adding it to the Do Not Call list. POST /api/v1/dnclist/block.

• Action
  Create New Contact

  Creates a new Contact in your Channels account.

• Action
  Delete contact

  Delete a contact by id. DELETE /api/v1/contacts/{id}.

• Action
  Delete number from do-not-call list

  Unblock a phone number by removing it from the Do Not Call list. POST /api/v1/dnclist/unblock.

• Action
  Get account balance

  Retrieve the account's current finance balance. GET /api/v1/finance/balance.

• Action
  Get contact

  Retrieve a single contact by id. GET /api/v1/contacts/{id}.

• Action
  List contacts

  List all contacts on the account. GET /api/v1/contacts.

• Action
  Update contact

  Update an existing contact's fields. PUT/POST /api/v1/contacts/{id}.

• 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.