Integration

Connect Checkvist to Freshworks CRM

When something happens in Checkvist, 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.

Checkvist2 triggersCheckvist15 actionsFreshworks CRM6 triggersFreshworks CRM17 actions

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What do you want Checkvist and Freshworks CRM to do together?

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Everything your agent can do with Checkvist and Freshworks CRM

Triggers and actions 8 triggers · 32 actions

Trigger
New List
Triggered when a new checklist is created in Checkvist.
Trigger
New List Item
Triggered when a new item is added to the chosen Checkvist checklist.
Action
Close Task
Marks a task in a Checkvist checklist as closed (done) and returns the updated task.
Action
Create List Item
Adds a new item (task) to a Checkvist checklist and returns the created item.
Action
Create New List
Creates a new Checkvist checklist and returns it.
Action
Create Several List Items
Adds several items to a Checkvist checklist at once from a block of text (one item per line) and returns the created items.
Action
Create Task Note
Adds a note (comment) to a task in a Checkvist checklist and returns the new note.
Action
Delete Checklist
Deletes a Checkvist checklist and returns the deleted list.
Action
Delete List Item
Deletes an item (task) from a Checkvist checklist and returns the deleted item.
Action
Get Checklist
Returns a single Checkvist checklist by its ID, with its name, sharing settings and item counts.
Action
Get List Item
Returns a single item (task) from a Checkvist checklist, optionally with its notes.
Action
List Checklists
Returns the Checkvist checklists the connected account can see.
Action
List List Items
Returns the items (tasks) in a Checkvist checklist.
Action
List Task Notes
Returns the notes (comments) on a task in a Checkvist checklist.
Action
Reopen Task
Reopens a closed task in a Checkvist checklist and returns the updated task.
Action
Update Checklist
Updates a Checkvist checklist's name or sharing setting and returns the updated list.
Action
Update List Item
Updates an item (task) in a Checkvist checklist and returns the updated item.
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.

Each app on its own

The other way round: Freshworks CRM to Checkvist