Connect Freshworks CRM to CSR.plus

Both apps 31Freshworks CRM 23CSR.plus 8

• 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
  Check SSL

  full SSL/TLS check for a host: A-F grade, TLS protocol/cipher probes, and HSTS status.

• Action
  Decode CSR

  parse a PEM-encoded CSR and return its subject fields, SANs, and public key details.

• Action
  Find certificate transparency logs

  search Certificate Transparency logs for a given domain.

• Action
  Generate CSR

  generate a certificate signing request and matching private key (RSA or ECDSA). Body: common_name, sans[], organization, organizational_unit, locality, state, country, key_type, key_size, passphrase (all except common_name optional). Returns PEM-encoded CSR and private key.

• Action
  Get CAA records

  retrieve CAA records and related DNS details (A, AAAA, NS, MX) for a domain.

• Action
  Get OpenSSL trace

  return raw openssl s_client output for a domain.

• Action
  Get revocation status

  check CRL/OCSP revocation status of the certificate currently served by a domain.

• Action
  Trace SSL handshake

  step-by-step TLS handshake trace for a given host and port.

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