Integration
Connect Freshworks CRM and Bread & Butter
When New Account fires in Freshworks CRM, your agent runs Add contact us submission in Bread & Butter, or New Authentication in Bread & Butter to Add Note to Contact in Freshworks CRM. 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 Freshworks CRM and Bread & Butter 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 Freshworks CRM and Bread & Butter can do together
From Freshworks CRM to Bread & Butter
When New Account in Freshworks CRM
then Add contact us submission in Bread & Butter
From Bread & Butter to Freshworks CRM
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 Bread & Butter
Triggers and actions 12 triggers · 40 actions
- 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.
- New Authentication
Triggers every time a user signs in.
- New Contact Us Submission
Triggers when a user submits the Contact Us tool.
- New Custom Fields
Triggers when a user submits the Custom Fields for Registration.
- New Custom User Event
Triggers when a user subscribes to custom events, selected in the triggers section below.
- New Email Captured
Triggers when a user enters their email address, or signs in with SSO for the first time.
- New Profile Verified
Triggers when a user signs in for the first time.
- Add contact us submission
Records a Contact Us submission from a visitor's device in a Bread & Butter app.
- Add event
Records an event (such as a page view or custom event code) for a device in a Bread & Butter app.
- Add form submission
Records a form submission from a visitor's device in a Bread & Butter app, capturing their email, name and any extra form fields.
- Add lead list
Creates a lead list in a Bread & Butter app from a set of leads, returning the new list with its lead count and credit quote.
- Add tag
Creates a new tag in a Bread & Butter app.
- Add user custom values
Saves custom field values (key/value pairs) for a visitor in a Bread & Butter app.
- Create custom event definition
Creates a custom event definition in a Bread & Butter app, which users can then trigger and which can be subscribed to.
- Create webhook
Subscribes a webhook URL to a Bread & Butter event so Bread & Butter posts each new occurrence to it. Returns the id of the new subscription.
- Delete tag
Deletes a tag from a Bread & Butter app.
- Get credit balance
Returns the credit balance for a Bread & Butter app, including credits used this period, the monthly allowance and pending enrichments.
- Get device profile
Returns the sign-in options and the visitor's profile state for one registered device.
- Get lead list
Returns a Bread & Butter lead list by its ID, including its processing status, lead counts and credit usage.
- Identify user
Identifies an anonymous visitor's device as a known person in a Bread & Butter app by attaching their email address and name.
- List app triggers
Returns the triggers set up in a Bread & Butter app, including webhook subscriptions, with their kind, filters and activity state.
- List custom event definitions
Returns the event definitions configured in a Bread & Butter app, optionally filtered to enabled or disabled ones.
- List Events
Returns the events recorded in a Bread & Butter app — sign-ins, page views, custom events, form submissions and more — optionally narrowed to one user or a date range.
- List lead lists
Returns all lead lists in a Bread & Butter app, including each list's status, lead counts and credit usage.
- List tags
Returns every tag defined in a Bread & Butter app, with each tag's id and name.
- List user events
Returns the page views and events (sign-ins, custom events, form submissions and more) a user recorded during one of their sessions in a Bread & Butter app.
- List users
Returns the users (visitors and leads) recorded in a Bread & Butter app, optionally narrowed to one email address or user state.
- List user sessions
Lists the sessions of one Bread & Butter user, newest first, with each session's ID, start time, location, device and page view count.
- Record external authentication
Records that a visitor signed in through your own login system, linking their device to the user with that email address.
- Update user lead status
Updates a user's lead status in a Bread & Butter app by setting their lead status rank.
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
Freshworks CRM and Bread & Butter, 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 Bread & Butter when something happens in Freshworks CRM?
Any of Bread & Butter's 23 actions, including Create custom event definition, Create webhook, Update user lead status and Add contact us submission. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Bread & Butter to Freshworks CRM?
Yes. When something happens in Bread & Butter, your agent can act in Freshworks CRM too. This page covers both directions: Bread & Butter's triggers and Freshworks CRM's actions are listed here as well.
Do I have to build a connector for Freshworks CRM or Bread & Butter?
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 Bread & Butter 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.