--- title: "Connect Freshworks CRM to AddToWallet - APIANT.ai" description: "When \"New Account\" fires in Freshworks CRM, your agent runs \"Add template\" in AddToWallet." canonical: "https://apiant.ai/connect/freshworks-crm-to-addtowallet" --- # Connect Freshworks CRM to AddToWallet When **New Account** fires in [Freshworks CRM](https://apiant.ai/connections/freshworks-crm), your agent runs **Add template** in [AddToWallet](https://apiant.ai/connections/addtowallet). Describe the whole flow and it is built, tested on every scenario and kept running. Freshworks CRM **6** triggers Freshworks CRM **17** actions AddToWallet **10** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Freshworks CRM and AddToWallet 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 Freshworks CRM can start in AddToWallet - When **New Account** in Freshworks CRM then **Add template** in AddToWallet - When **New Contact** in Freshworks CRM then **Create Digital Wallet Pass** in AddToWallet 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 Freshworks CRM and AddToWallet ## Triggers and actions 6 triggers · 27 actions - 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. - Action **Add template** Creates a reusable dynamic pass template in AddToWallet, along with a linked user group for issuing passes from it. - Action **Create Digital Wallet Pass** Creates a new Apple Wallet and Google Wallet pass and returns its id and shareable link. - Action **Delete pass** Archives a wallet pass by setting its state to expired, moving it to the archived section of users' wallets. - Action **Delete template** Deletes a dynamic pass template and queues removal of every wallet pass issued from it. - Action **Get credits** Returns the number of free and premium pass credits available on your AddToWallet account. - Action **Get template** Returns the full configuration of a dynamic pass template, including its placeholders and design elements. - Action **List templates** Returns all dynamic pass templates on your AddToWallet account, each with its ID and design configuration. - Action **Select a Pass** Returns the wallet pass with the given ID from your AddToWallet account. - Action **Update pass** Updates an existing digital wallet pass. Only the details you fill in are changed. - Action **Update template** Updates an existing dynamic pass template's name, description, design or dynamic fields. Passes already created from the template are re-rendered with the new design. ## Each app on its own - [ **Freshworks CRM** Freshworks CRM (Freshsales Suite) — manage contacts, sales accounts, deals, notes, tasks, and appointments.](https://apiant.ai/connections/freshworks-crm) - [ **AddToWallet** AddToWallet is a one stop platform to create and manage Apple & Google Wallet passes like coupons, loyalty...](https://apiant.ai/connections/addtowallet) Reviews ## What our customers say ## More from Freshworks CRM - [ **Freshworks CRM to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/freshworks-crm-to-hubspot) - [ **Freshworks CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/freshworks-crm-to-salesforce) - [ **Freshworks CRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/freshworks-crm-to-slack) - [ **Freshworks CRM to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/freshworks-crm-to-mailchimp) - [ **Freshworks CRM to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/freshworks-crm-to-stripe) - [ **Freshworks CRM to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/freshworks-crm-to-shopify) ## More into AddToWallet - [ **HubSpot to AddToWallet** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-addtowallet) - [ **Salesforce to AddToWallet** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-addtowallet) - [ **Slack to AddToWallet** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-addtowallet) - [ **Google Sheets to AddToWallet** Google Sheets](https://apiant.ai/connect/google-sheets-to-addtowallet) - [ **Gmail to AddToWallet** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-addtowallet) - [ **Google Calendar to AddToWallet** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-addtowallet) Questions ## Freshworks CRM and AddToWallet, answered ### ### What can start an automation from Freshworks CRM? Any of Freshworks CRM's 6 triggers in the catalog, including New Account, New Contact, New Deal and New or Updated Account. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in AddToWallet when something happens in Freshworks CRM? Any of AddToWallet's 10 actions, including Create Digital Wallet Pass, Update pass, Update template and Add template. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from AddToWallet to Freshworks CRM? AddToWallet has no triggers in the catalog today, so automations start in Freshworks CRM. If you need the other direction, ask: your agent reads AddToWallet's API documentation and adds it. ### ### Do I have to build a connector for Freshworks CRM or AddToWallet? 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 Freshworks CRM and AddToWallet 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.