Integration
Connect Everhour and Freshworks CRM
When New Client fires in Everhour, your agent runs Add Note to Contact in Freshworks CRM, or New Account in Freshworks CRM to Add invoice in Everhour. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Everhour and Freshworks CRM to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Everhour and Freshworks CRM can do together
From Everhour to Freshworks CRM
When New Client in Everhour
then Add Note to Contact in Freshworks CRM
From Freshworks CRM to Everhour
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 Everhour and Freshworks CRM
Triggers and actions 11 triggers · 39 actions
- New Client
Triggers when a new client is created.
- New Task
Triggers when a new task created.
- Project updated
Webhook event api:project:updated.
- Task updated
Webhook event api:task:updated.
- Timer Stopped
Triggers when a running timer is stopped. Timer should be with a task.
- Add assignment
/resource-planner/assignments. Schedule a user on a project/task.
- Add expense
/expenses. Create an expense.
- Add invoice
/invoices. Create an invoice for a project/client.
- Add Time
Adds your time to a task.
- Create Client
Creates a new client.
- Create Project
Creates a new project.
- Delete project
/projects/{id}.
- Delete time record
/tasks/{id}/time. Delete time record for a date/user.
- Find Internal Project
Finds a project for creating task/section by name
- Find Member
Finds a member by name.
- Find Project
Finds a project by name
- Find Section
Finds a section by name.
- Find Task
Finds a task by name.
- Get running timer
Returns the currently running timer for the connected user.
- List Assignments
Lists resource-planner assignments, optionally filtered by project, user and date range.
- List clients
/clients. Returns all clients.
- List Expenses
Lists the team's expenses, each with id, date, amount, category, project, billable and details.
- List invoices
/invoices. Returns all invoices.
- Update client
/clients/{id}. Update a client's name, business details, etc.
- Update project
/projects/{id}. Update project name, users, billing etc.
- Update task estimate
/tasks/{id}/estimate. Set a task's time estimate.
- Update time record
/tasks/{id}/time. Update time on a task for a date/user.
- New Account
Polling trigger: fires when a new sales account is created. Sorted by created_at descending.
- New Contact
Polling trigger: fires when a new contact is created. Sorted by created_at descending.
- New Deal
Polling trigger: fires when a new deal is created. Sorted by created_at descending.
- New or Updated Account
Polling trigger: fires when a sales account is created or updated. Sorted by updated_at descending.
- New or Updated Contact
Polling trigger: fires when a contact is created or updated. Sorted by updated_at descending.
- New or Updated Deal
Polling trigger: fires when a deal is created or updated. Sorted by updated_at descending.
- Add Note to Contact
Adds a note to a contact (targetable_type=Contact) in Freshworks CRM.
- Create Account
Creates a new sales account in Freshworks CRM.
- Create Appointment
Creates an appointment in Freshworks CRM. from_date/end_date are ISO8601.
- Create Contact
Creates a new contact in Freshworks CRM.
- Create Deal
Creates a new deal in Freshworks CRM.
- Create Task
Creates a task in Freshworks CRM. due_date is epoch milliseconds; targetable_type e.g. Contact/Deal/SalesAccount.
- Find Account by Name
Looks up a sales account by name using the lookup endpoint.
- Find Contact by Email
Looks up a contact by email address using the lookup endpoint.
- 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.
- 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.
- 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.
- 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.
- Get Account
Retrieves a sales account by ID in Freshworks CRM.
- Get Contact
Retrieves a contact by ID in Freshworks CRM.
- Get Deal
Retrieves a deal by ID in Freshworks CRM.
- Update Contact
Updates an existing contact by ID in Freshworks CRM.
- 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.
Each app on its own
Reviews
What our customers say
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Questions
Everhour and Freshworks CRM, answered
What can start an automation from Everhour?
Any of Everhour's 5 triggers in the catalog, including New Client, New Task, Project updated and Task updated. 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 Everhour?
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 Everhour?
Yes. When something happens in Freshworks CRM, your agent can act in Everhour too. This page covers both directions: Freshworks CRM's triggers and Everhour's actions are listed here as well.
Do I have to build a connector for Everhour 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 Everhour 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.