Integration
Connect Freshworks CRM to ConfigCat
When something happens in Freshworks CRM, your agent does the next thing in ConfigCat. Describe it in plain language and the automation is built, tested on every branch and kept running.
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Triggers and actions 6 triggers · 45 actions
Trigger
New AccountPolling trigger: fires when a new sales account is created. Sorted by created_at descending.
Trigger
New ContactPolling trigger: fires when a new contact is created. Sorted by created_at descending.
Trigger
New DealPolling trigger: fires when a new deal is created. Sorted by created_at descending.
Trigger
New or Updated AccountPolling trigger: fires when a sales account is created or updated. Sorted by updated_at descending.
Trigger
New or Updated ContactPolling trigger: fires when a contact is created or updated. Sorted by updated_at descending.
Trigger
New or Updated DealPolling trigger: fires when a deal is created or updated. Sorted by updated_at descending.
Action
Add Note to ContactAdds a note to a contact (targetable_type=Contact) in Freshworks CRM.
Action
Create AccountCreates a new sales account in Freshworks CRM.
Action
Create AppointmentCreates an appointment in Freshworks CRM. from_date/end_date are ISO8601.
Action
Create ContactCreates a new contact in Freshworks CRM.
Action
Create DealCreates a new deal in Freshworks CRM.
Action
Create TaskCreates a task in Freshworks CRM. due_date is epoch milliseconds; targetable_type e.g. Contact/Deal/SalesAccount.
Action
Find Account by NameLooks up a sales account by name using the lookup endpoint.
Action
Find Contact by EmailLooks up a contact by email address using the lookup endpoint.
Action
Find deal by custom fieldSearches 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 nameSearches 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 nameSearches 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 nameSearches 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 AccountRetrieves a sales account by ID in Freshworks CRM.
Action
Get ContactRetrieves a contact by ID in Freshworks CRM.
Action
Get DealRetrieves a deal by ID in Freshworks CRM.
Action
Update ContactUpdates an existing contact by ID in Freshworks CRM.
Action
Update DealUpdates an existing deal by ID in Freshworks CRM.
Action
Add ConfigCreate a new config within a product. POST /v1/products/{productId}/configs
Action
Add FlagCreate a new feature flag or setting within a config. POST /v1/configs/{configId}/settings
Action
Add SegmentCreate a new segment within a product. POST /v1/products/{productId}/segments
Action
Add TagCreate a new tag within a product. POST /v1/products/{productId}/tags
Action
Delete ConfigDelete a config. DELETE /v1/configs/{configId}
Action
Delete FlagDelete a feature flag or setting. DELETE /v1/settings/{settingId}
Action
Delete SegmentDelete a segment. DELETE /v1/segments/{segmentId}
Action
Delete TagDelete a tag. DELETE /v1/tags/{tagId}
Action
Get ConfigGet a single config by id. GET /v1/configs/{configId}
Action
Get EnvironmentGet a single environment by id. GET /v1/environments/{environmentId}
Action
Get FlagGet a single feature flag or setting by id. GET /v1/settings/{settingId}
Action
Get Flag valueGet the current served value of a feature flag or setting in an environment. GET /v1/settings/{settingKeyOrId}/value
Action
Get ProductGet a single product by id. GET /v1/products/{productId}
Action
Get SegmentGet a single segment by id. GET /v1/segments/{segmentId}
Action
Get TagGet a single tag by id. GET /v1/tags/{tagId}
Action
List ConfigsList all configs (SDK config bundles) within a product. GET /v1/products/{productId}/configs
Action
List EnvironmentsList all environments within a product. GET /v1/products/{productId}/environments
Action
List FlagsList all feature flags and settings within a config. GET /v1/configs/{configId}/settings
Action
List OrganizationsList all organizations the caller has access to. GET /v1/organizations
Action
List ProductsList all products the caller has access to. GET /v1/products
Action
List SegmentsList all segments within a product. GET /v1/products/{productId}/segments
Action
List TagsList all tags within a product. GET /v1/products/{productId}/tags
Action
Update ConfigUpdate a config's name/description/order. PUT /v1/configs/{configId}
Action
Update EnvironmentUpdate an environment's name/color/description. PUT /v1/environments/{environmentId}
Action
Update FlagUpdate a feature flag or setting's metadata (name, hint, tags). PATCH /v1/settings/{settingId}
Action
Update Flag valueUpdate (turn on/off, change served value or targeting) a feature flag or setting's value in an environment. PATCH /v1/settings/{settingKeyOrId}/value
Action
Update SegmentUpdate a segment's name/rules. PUT /v1/segments/{segmentId}
Action
Update TagUpdate a tag's name/color. PUT /v1/tags/{tagId}
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.