Integration
Connect Freshdesk and Salesforce
When New Company fires in Freshdesk, your agent runs Create object record in Salesforce, or New object record in Salesforce to Create Ticket in Freshdesk. 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 Freshdesk and Salesforce 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)Freshdesk holds the tickets and contacts your support team works in, while Salesforce holds the accounts, cases and opportunities sales and success care about. Connecting them means a ticket can check the CRM before it is worked, and a record change in Salesforce can open or update the right Freshdesk ticket, contact or company without anyone retyping it.
Example flows
What Freshdesk and Salesforce can do together
From Freshdesk to Salesforce
When New Company in Freshdesk
then Create object record in Salesforce
From Salesforce to Freshdesk
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 Freshdesk and Salesforce
Triggers and actions 5 triggers · 30 actions
- New Company
Triggers when a new company is created.
- New Contact
Triggers when a new contact is created.
- New Ticket
Triggers when a new ticket is created.
- Add Note to Ticket
Adds a private or public note to a ticket.
- Create Company
Creates a new company.
- Create Contact
Creates a new contact.
- Create Ticket
Creates a new ticket in Freshdesk.
- Delete Contact
Deletes a contact by ID.
- Delete Ticket
Deletes a ticket by ID.
- Get Agent
Retrieves an agent by ID.
- Get Company
Retrieves a company by ID.
- Get Contact
Retrieves a contact by ID.
- Get Ticket
Retrieves a single ticket by ID.
- List Agents
Lists all agents.
- List Companies
Lists companies.
- List Contacts
Lists contacts.
- List Ticket Conversations
Lists all conversations (replies and notes) on a ticket.
- List Tickets
Lists tickets, most recently updated first.
- Reply to Ticket
Adds a public reply to a ticket conversation.
- Search Contacts
Searches contacts using a Freshdesk query string.
- Search Tickets
Searches tickets using a Freshdesk query string.
- Update Company
Updates a company by ID.
- Update Contact
Updates a contact by ID.
- Update Ticket
Updates an existing ticket by ID.
- New object record
Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.
- New or updated object record
Polling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending.
- Create object record
Creates a new record of the specified SObject type (standard or custom, e.g. Account, Contact, Lead, Opportunity, Case, or MyObject__c) with the supplied field values.
- Delete object record
Deletes an existing SObject record by object type and record ID.
- Describe object
Returns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names.
- Find most recent created or updated record
Returns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1).
- Find object records
Finds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches.
- Get object record
Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.
- List objects
Lists all available SObject types (standard and custom) on the org.
- SOQL query
Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.
- Update object record
Updates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204).
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
Freshdesk and Salesforce, answered
Can a Freshdesk ticket be matched to the right Salesforce record before anything is created?
Yes. A new ticket in Freshdesk can run Find object records or a SOQL query in Salesforce on the requester's email, and the rest of the steps only run when a match comes back. If nothing matches, you can stop there or take a different path.
Which Salesforce objects can start a run into Freshdesk?
Salesforce has a trigger for new records and one for new or updated records, and you pick the SObject type, so Case, Account, Contact, Lead, Opportunity or a custom object all work. From there you can create a Freshdesk ticket, update a company or contact, or add a note to a ticket.
What can start an automation from Freshdesk?
Any of Freshdesk's 3 triggers in the catalog, including New Company, New Contact and New Ticket. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Salesforce when something happens in Freshdesk?
Any of Salesforce's 9 actions, including Create object record, Find object records, Find most recent created or updated record and Update object record. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Salesforce to Freshdesk?
Yes. When something happens in Salesforce, your agent can act in Freshdesk too. This page covers both directions: Salesforce's triggers and Freshdesk's actions are listed here as well.
Do I have to build a connector for Freshdesk or Salesforce?
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 Freshdesk and Salesforce 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.