Integration

Connect Freshworks CRM to Cincopa

When something happens in Freshworks CRM, your agent does the next thing in Cincopa. Describe it in plain language and the automation is built, tested on every branch and kept running.

Freshworks CRM6 triggersFreshworks CRM17 actionsCincopa3 triggersCincopa9 actions

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What do you want Freshworks CRM and Cincopa to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with Freshworks CRM and Cincopa

Triggers and actions 9 triggers · 26 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.
Trigger
New Deleted Asset
Triggers when an asset is deleted.
Trigger
New Deleted Gallery
Triggers when a gallery is deleted.
Trigger
New Gallery
Triggered when a new gallery is created in your Cincopa account.
Action
Add gallery
Creates a new media gallery in your Cincopa account and returns its id along with an upload address for adding media to it.
Action
Delete asset
Permanently deletes an asset from your Cincopa library, removing it from any gallery it appears in.
Action
Delete gallery
Permanently deletes a gallery from your Cincopa account. The media inside it is not deleted.
Action
List assets
Returns the media items in your Cincopa account, optionally narrowed by a search term or your own reference.
Action
List galleries
Returns the galleries in your Cincopa account, with each one's name, description, tags and sync status.
Action
List gallery items
Returns the media items held in a Cincopa gallery.
Action
Update asset
Updates a Cincopa asset's title, descriptions, tags, related link, your own reference and its thumbnail.
Action
Update gallery
Changes a Cincopa gallery's name, description or tags. Anything left blank is left as it is.
Action
Upload Asset
Uploads an image, video, audio file or document into your Cincopa media library, optionally placing it straight into a gallery.

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The other way round: Cincopa to Freshworks CRM