Integration
Connect Freshworks CRM to DocuPipe
When something happens in Freshworks CRM, your agent does the next thing in DocuPipe. Describe it in plain language and the automation is built, tested on every branch and kept running.
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What do you want Freshworks CRM and DocuPipe 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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Connect Claude CodeEverything your agent can do with Freshworks CRM and DocuPipe
Triggers and actions 7 triggers · 32 actions
Trigger
New AccountPolling 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.
Trigger
Document ProcessedTriggers when a document finishes parsing and OCR is complete.
- Add schema
Creates a new extraction schema in DocuPipe from a JSON schema you supply, and returns its schema ID.
- Analyze document
Asks DocuPipe a list of plain-language questions about one document and starts the analysis, returning the analysis ID to fetch the answers with.
- Classify Document
Sends one or more documents to DocuPipe to be sorted into your classes, and returns the job that is doing the work.
- Delete document
Removes a document from your DocuPipe account.
- Delete schema
Removes an extraction schema from your DocuPipe account.
- Extract Data From Document
Pulls structured data out of a document using one of your schemas, and returns the extraction to fetch the results with.
- Find documents by criteria
Finds documents in your DocuPipe account whose file name or document ID matches what you search for.
- Get Document
Returns one document from your DocuPipe account, with its file details, processing status, parsed text and your own metadata.
- Get Extraction Result
Returns the data DocuPipe pulled out of a document, shaped by the schema that was used, along with per-field confidence details.
- Get schema
Returns one extraction schema from your DocuPipe account, including the JSON schema it applies and its guidelines.
- List documents
Returns the documents in your DocuPipe account, optionally narrowed to one dataset or a date range.
- List extractions
Returns the data extractions in your DocuPipe account, optionally narrowed to one schema, one document, or a specific set of extractions.
- List schemas
Returns the extraction schemas in your DocuPipe account.
- Upload and Extract Data
Sends a file to DocuPipe and immediately starts pulling structured data out of it, returning both the new document and the extraction.
- Upload Document
Sends a file to DocuPipe to be read and turned into a document you can extract data from.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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