--- title: "Connect e-Boekhouden.nl and Freshworks CRM - APIANT.ai" description: "When \"New Relation\" fires in e-Boekhouden.nl, your agent runs \"Add Note to Contact\" in Freshworks CRM." canonical: "https://apiant.ai/connect/e-boekhouden-nl-to-freshworks-crm" --- # Connect e-Boekhouden.nl and Freshworks CRM When **New Relation** fires in [e-Boekhouden.nl](https://apiant.ai/connections/e-boekhouden-nl), your agent runs **Add Note to Contact** in [Freshworks CRM](https://apiant.ai/connections/freshworks-crm), or **New Account** in Freshworks CRM to **Create Invoice** in e-Boekhouden.nl. Describe the whole flow and it is built, tested on every scenario and kept running. e-Boekhouden.nl **1** trigger e-Boekhouden.nl **7** actions Freshworks CRM **6** triggers Freshworks CRM **17** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want e-Boekhouden.nl and Freshworks CRM to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What e-Boekhouden.nl and Freshworks CRM can do together ### From e-Boekhouden.nl to Freshworks CRM - When **New Relation** in e-Boekhouden.nl then **Add Note to Contact** in Freshworks CRM - When **New Relation** in e-Boekhouden.nl then **Create Contact** in Freshworks CRM ### From Freshworks CRM to e-Boekhouden.nl - When **New Account** in Freshworks CRM then **Create Invoice** in e-Boekhouden.nl - When **New Contact** in Freshworks CRM then **Create Ledger** in e-Boekhouden.nl Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with e-Boekhouden.nl and Freshworks CRM ## Triggers and actions 7 triggers · 24 actions - Trigger **New Relation** Triggers when a new relation (customer or supplier) is added in e-Boekhouden.nl. - Action **Create Invoice** Creates a new sales invoice for a relation in e-Boekhouden.nl, optionally emailing it, marking it for direct debit, or booking it as a mutation. - Action **Create Ledger** Creates a new ledger account in your e-Boekhouden.nl administration. - Action **Create Mutation** Creates a mutation (bookkeeping entry) such as an invoice, payment, money received/sent or general journal entry. - Action **Create Relation** Creates a new relation (customer or supplier) in e-Boekhouden.nl and returns its id and code. - Action **Find Relation(s)** Returns the relations (customers and suppliers) matching the given code, name, email, contact, type or city. - Action **Get Ledger Balance** Returns the balance of a ledger account, optionally limited to a cost center or a date range. - Action **Update Relation** Updates an existing relation (customer or supplier) in e-Boekhouden.nl. Only the fields you fill in are changed; the name is always required. - 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 - [ **e-Boekhouden.nl** e-Boekhouden.nl is a tool for freelancers, SMBs, accountants & bookkeepers for bookkeeping & invoicing online.](https://apiant.ai/connections/e-boekhouden-nl) - [ **Freshworks CRM** Freshworks CRM (Freshsales Suite) — manage contacts, sales accounts, deals, notes, tasks, and appointments.](https://apiant.ai/connections/freshworks-crm) Reviews ## What our customers say ## More from e-Boekhouden.nl - [ **e-Boekhouden.nl to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/e-boekhouden-nl-to-hubspot) - [ **e-Boekhouden.nl to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/e-boekhouden-nl-to-salesforce) - [ **e-Boekhouden.nl to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/e-boekhouden-nl-to-slack) - [ **e-Boekhouden.nl to Google Sheets** Google Sheets](https://apiant.ai/connect/e-boekhouden-nl-to-google-sheets) - [ **e-Boekhouden.nl to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/e-boekhouden-nl-to-gmail) - [ **e-Boekhouden.nl to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/e-boekhouden-nl-to-google-calendar) ## More into Freshworks CRM - [ **Gmail to Freshworks CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-freshworks-crm) - [ **ActiveCampaign to Freshworks CRM** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-freshworks-crm) - [ **Trello to Freshworks CRM** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/trello-to-freshworks-crm) - [ **Asana to Freshworks CRM** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-freshworks-crm) - [ **Freshdesk to Freshworks CRM** Freshdesk is a cloud-based customer support and helpdesk platform.](https://apiant.ai/connect/freshdesk-to-freshworks-crm) - [ **Typeform to Freshworks CRM** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/typeform-to-freshworks-crm) Questions ## e-Boekhouden.nl and Freshworks CRM, answered ### ### What can start an automation from e-Boekhouden.nl? Any of e-Boekhouden.nl's 1 trigger in the catalog, including New Relation. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Freshworks CRM when something happens in e-Boekhouden.nl? Any of Freshworks CRM's 17 actions, including Create Account, Create Appointment, Create Contact and Create Deal. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Freshworks CRM to e-Boekhouden.nl? Yes. When something happens in Freshworks CRM, your agent can act in e-Boekhouden.nl too. This page covers both directions: Freshworks CRM's triggers and e-Boekhouden.nl's actions are listed here as well. ### ### Do I have to build a connector for e-Boekhouden.nl or Freshworks CRM? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use e-Boekhouden.nl and Freshworks CRM without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.