Connect Freshworks CRM to Easymailing

Both apps 50Freshworks CRM 23Easymailing 27

• 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
  Add Member to Automation Queue

  Add member to automation queue. Starts the automation for the member.

• Action
  Add Member to Group

  Add member to group in a specified audience.

• Action
  Cancel Order

  The status of the order will be set to "cancelled". You can use to send an email to the customer to inform him that his order has been cancelled.

• Action
  Create a Campaign

  Creates a campaign draft.

• Action
  Create a Group

  Creates a group in the selected audience.

• Action
  Create a New Cart (Order)

  Creates a new order with status cart in the store.

• Action
  Create or Update Category

  Creates or updates a category in a store.

• Action
  Create or Update Customer

  Creates or updates a customer in a store.

• Action
  Create or Update Member

  Creates or updates a member in a specified audience.

• Action
  Create or Update Product

  Creates or updates a product in a store.

• Action
  Create or Update Variant

  Creates or updates a variant in a store.

• Action
  Delete a Member

  Delete a member in a specified audience.

• Action
  Delete Order

  Delete an order in the selected store.

• Action
  Get Audience

  Get one audience by uuid. GET /audiences/{uuid}.

• Action
  Get Customer by Email

  Finds a customer in an store by their email address.

• Action
  Get Member by Email

  Finds a member in an audience by their email address.

• Action
  List Members

  List members of an audience with pagination. GET /audiences/{audienceUuid}/members.

• Action
  List Orders

  List orders in a store. GET /stores/{storeResourceId}/orders.

• Action
  List Products

  List products in a store. GET /stores/{storeResourceId}/products.

• Action
  Pay Order

  The status of the order will be set to "paid". Orders Paid not trigger the abandoned cart automation and Payment reminder automation.

• Action
  Process Order

  Convert a cart to an order. The status of the order will be set to "new".

• Action
  Refund Order

  The status of the order will be set to "refunded". You can use to send an email to the customer to inform him that his order has been refunded.

• Action
  Remove Member From Group

  Remove member from group in a specified audience.

• Action
  Schedule a Campaign

  Schedules a campaign to be sent at a later date.

• Action
  Send a Campaign

  Sends a campaign now

• Action
  Ship Order

  The status of the order will be set to "shipped". You can use to send an email to the customer to inform him that his order has been shipped.

• Action
  Unsubscribe a Member

  Unsubscribe a member in a specified audience.

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