Integration
Connect Freshworks CRM to Bubbles
When New Account fires in Freshworks CRM, your agent runs List bubble comments in Bubbles. 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 Bubbles 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 can start in Bubbles
When New Account in Freshworks CRM
then List bubble comments in Bubbles
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 Bubbles
Triggers and actions 6 triggers · 26 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.
- Find bubbles by keyword
Returns the bubbles matching a keyword, ranked by relevance. Matches bubble titles, author names and AI meeting notes, with optional team, channel, type and date filters.
- Get bubble
Returns a single bubble (recording) with its title, link, participants, media, AI summary and action items.
- Get bubble transcript
Returns the diarized transcript of a bubble, either as speaker-attributed segments or as plain text.
- Get meeting join status
Returns the live status of a notetaker dispatched to a meeting, including whether it is in the call and any failure reason.
- List bubble comments
Returns the comments on a bubble in reading order (oldest first), excluding archived and draft comments.
- List bubbles
Returns the bubbles you participate in, newest first, optionally narrowed by team, channel, type or creation date.
- List teams
Returns the teams you belong to, with each team's plan, your role, and the channels visible to you.
- Send notetaker to meeting
Sends the Bubbles notetaker to join and record a Google Meet, Microsoft Teams, Zoom, Webex or GoTo meeting, saving the recording into the chosen workspace.
- Send test webhook delivery
Queues a synthetic webhook.test delivery to a webhook subscription's receiver, to check the receiver end to end.
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
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Questions
Freshworks CRM and Bubbles, 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 Bubbles when something happens in Freshworks CRM?
Any of Bubbles's 9 actions, including Send notetaker to meeting, Send test webhook delivery, Find bubbles by keyword and Get bubble. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Bubbles to Freshworks CRM?
Bubbles has no triggers in the catalog today, so automations start in Freshworks CRM. If you need the other direction, ask: your agent reads Bubbles's API documentation and adds it.
Do I have to build a connector for Freshworks CRM or Bubbles?
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 Bubbles 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.