Connect Freshworks CRM to Atlas AI Revenue Engine

Both apps 40Freshworks CRM 23Atlas AI Revenue Engine 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 agent

  Create a new AI agent from a template for a campaign.

• Action
  Add campaign

  Create a new outbound/inbound calling campaign.

• Action
  Add contact

  Manually add a contact to a campaign's contact list.

• Action
  Add tool

  Create a new AI agent tool.

• Action
  Delete campaign

  Delete a campaign.

• Action
  Delete contact

  Delete a contact.

• Action
  Delete knowledge file

  Delete a knowledge base file.

• Action
  Delete tool

  Delete an AI agent tool.

• Action
  Get agent

  Retrieve an AI agent by ID.

• Action
  Get campaign

  Retrieve a campaign by ID.

• Action
  List campaigns

  List all campaigns.

• Action
  List contacts

  List contacts for a campaign.

• Action
  List knowledge files

  List uploaded knowledge base files.

• Action
  List tools

  List all AI agent tools.

• Action
  Update campaign

  Update a campaign's settings.

• Action
  Update contact

  Update a contact's details.

• Action
  Update tool

  Update an AI agent tool's configuration.

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