--- title: "Connect EasyPost and Freshworks CRM - APIANT.ai" description: "When \"New tracker update\" fires in EasyPost, your agent runs \"Add Note to Contact\" in Freshworks CRM." canonical: "https://apiant.ai/connect/easypost-to-freshworks-crm" --- # Connect EasyPost and Freshworks CRM When **New tracker update** fires in [EasyPost](https://apiant.ai/connections/easypost), your agent runs **Add Note to Contact** in [Freshworks CRM](https://apiant.ai/connections/freshworks-crm), or **New Account** in Freshworks CRM to **Add address** in EasyPost. Describe the whole flow and it is built, tested on every scenario and kept running. EasyPost **1** trigger EasyPost **11** 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 EasyPost 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 EasyPost and Freshworks CRM can do together ### From EasyPost to Freshworks CRM - When **New tracker update** in EasyPost then **Add Note to Contact** in Freshworks CRM - When **New tracker update** in EasyPost then **Create Contact** in Freshworks CRM ### From Freshworks CRM to EasyPost - When **New Account** in Freshworks CRM then **Add address** in EasyPost - When **New Contact** in Freshworks CRM then **Add batch** in EasyPost 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 EasyPost and Freshworks CRM ## Triggers and actions 7 triggers · 28 actions - Trigger **New tracker update** Triggers when EasyPost reports a tracker was created or updated, such as a new scan or status change on a package. - Action **Add address** Creates an address (a person, place or organization) in EasyPost, optionally verifying it for deliverability. Returns the saved address with any verification results. - Action **Add batch** Creates a batch of shipments in EasyPost, so they can be bought, labelled, manifested or picked up together. A batch can also be created empty and shipments added later. - Action **Add pickup** Creates a pickup request for a purchased shipment and returns the available pickup rates, which must then be bought to schedule the pickup. - Action **Add refund** Requests refunds for one or more purchased shipping labels by carrier and tracking code, and returns the resulting refund records. - Action **Add shipment** Creates a shipment from a destination address, an origin address and a parcel, and returns the shipment with its available shipping rates. - Action **Add tracker** Creates a tracker for a package tracking code (for labels bought outside EasyPost) and returns its current tracking status and history. - Action **Buy shipment** Purchases a shipping label for an existing shipment using the selected rate, returning the tracking code and postage label. - Action **Get address** Returns an address saved in EasyPost by its ID, including its verification results. - Action **Get batch** Returns a batch of shipments, including its state, shipment statuses, consolidated label and scan form. - Action **Get pickup** Returns a scheduled carrier pickup, including its status, confirmation number, address and available pickup rates. - Action **Get shipment** Returns a shipment, including its addresses, parcel, rates, label and tracking details. - 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 - [ **EasyPost** EasyPost provides a simple postage API that allows developers to quickly and painlessly integrate shipping...](https://apiant.ai/connections/easypost) - [ **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 EasyPost - [ **EasyPost to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/easypost-to-hubspot) - [ **EasyPost to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/easypost-to-salesforce) - [ **EasyPost to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/easypost-to-slack) - [ **EasyPost to Google Sheets** Google Sheets](https://apiant.ai/connect/easypost-to-google-sheets) - [ **EasyPost to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/easypost-to-gmail) - [ **EasyPost to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/easypost-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 ## EasyPost and Freshworks CRM, answered ### ### What can start an automation from EasyPost? Any of EasyPost's 1 trigger in the catalog, including New tracker update. 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 EasyPost? 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 EasyPost? Yes. When something happens in Freshworks CRM, your agent can act in EasyPost too. This page covers both directions: Freshworks CRM's triggers and EasyPost's actions are listed here as well. ### ### Do I have to build a connector for EasyPost 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 EasyPost 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.