Connect Freshworks CRM to ConvertAPI PDF Tools

Both apps 40Freshworks CRM 23ConvertAPI PDF Tools 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
  Advanced: Convert File

  Convert files between formats (e.g., PDF, DOCX, JPG) automatically. Use this to standardize files from uploads, emails, or cloud storage.

• Action
  Combine or Merge PDF Files

  Merge multiple PDF files into a single document. Perfect for combining reports, invoices, contracts or other documents.

• Action
  Compress PDF

  Reduce PDF file size up to 90% while preserving quality. Perfect for email attachments, uploads, or storage optimization.

• Action
  Email to PDF

  Convert email files (MSG, EML) into PDF documents. Great for archiving emails or sharing them in a universal format.

• Action
  Images to PDF

  Combine images (JPG, PNG, etc.) into a single PDF document. Great for scans, receipts, or generating reports from images.

• Action
  Office to PDF

  Convert Office files (DOCX, XLSX, PPTX) into PDF format. Useful for sharing documents in a consistent, print-ready format.

• Action
  PDF to DOCX

  Convert PDFs into editable Word (DOCX) documents. Useful for editing contracts, reports, or scanned documents.

• Action
  PDF to PDF/A

  Convert PDFs to PDF/A format for long-term archiving. Ideal for compliance, legal storage, and document preservation.

• Action
  PDF to PNG

  The API for converting PDF documents to PNG images. Each PDF page will be converted to separate png image. Useful for previews, thumbnails, or sharing individual pages.

• Action
  PDF to PPTX

  Convert PDFs into editable PowerPoint (PPTX) presentations. Ideal for reusing content in slides or presentations.

• Action
  PDF to XLSX

  Extract tables from PDFs into Excel (XLSX) format. Great for working with financial data, reports, or structured tables.

• Action
  Protect PDF

  Add password protection to secure PDF documents. Useful for protecting sensitive files before sharing or storing.

• Action
  Redact PDF

  Remove or mask sensitive information in PDF documents. Useful for compliance, privacy, and secure document sharing.

• Action
  Repair PDF

  Fix corrupted or damaged PDF files automatically. Helpful when dealing with broken downloads or failed file transfers.

• Action
  WEB to JPG

  Convert web pages into JPG images from a URL. Useful for previews, sharing snapshots, or visual archives.

• Action
  WEB to PDF

  Convert any web page into a PDF using its URL. Great for saving invoices, articles, or dashboards automatically.

• Action
  WEB to PNG

  Convert web pages into PNG images from a URL. Ideal for high-quality screenshots or design references.

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