Connect Freshworks CRM to Aryeo

Both apps 40Freshworks CRM 23Aryeo 17

• 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 customer

  Creates a customer in Aryeo with an owner name and email, plus optional contact, team and branding details.

• Action
  Add customer user

  Creates a customer user in Aryeo, optionally adding them to an existing customer team or creating a new team for them.

• Action
  Add listing

  Creates a listing in Aryeo for an existing address, optionally assigning agents, orders and media sections.

• Action
  Cancel appointment

  Cancels an appointment in Aryeo, optionally notifying the order's customer.

• Action
  Create Address

  Creates a street address in Aryeo from coordinates and address parts, and returns the new address record.

• Action
  Create Appointment

  Creates a scheduled appointment on an existing Aryeo order, with a start and end time and optional assigned team members and order items.

• Action
  Create Order

  Creates an order in Aryeo, optionally attached to a customer, address and listing with product items.

• Action
  Get appointment

  Returns a single appointment by its ID, including its status, schedule times and optionally related order, items and users.

• Action
  Get listing

  Returns a single real estate listing by its ID, including address, price, building, lot, and optionally agents, media, and orders.

• Action
  Get order

  Returns a single Aryeo order, including its status, payment and fulfillment details, totals and custom fields.

• Action
  List appointments

  Returns appointments in your Aryeo account, optionally filtered by status, timeframe, start date range or assigned user.

• Action
  List customers

  Returns the customers of your Aryeo company, optionally filtered by name, email, email domain, phone, search text or customer team.

• Action
  List customer users

  Returns the customer users in your Aryeo account, optionally filtered by search text, team or pricing plan.

• Action
  List listings

  Returns the real estate listings available to your Aryeo group, optionally filtered by search term, address, agent, status, price, size, rooms or delivery status.

• Action
  List orders

  Returns the orders in your Aryeo account, optionally filtered by search term, payment or fulfillment status, appointment dates, creator, tags or assigned users.

• Action
  Update appointment

  Updates an Aryeo appointment's time, duration, attached users, order items and assigned team members.

• Action
  Update listing

  Updates an existing Aryeo listing's title, description, status, MLS details, price and property facts.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.