Integration

Connect Freshworks CRM to FilePost

When something happens in Freshworks CRM, your agent does the next thing in FilePost. Describe it in plain language and the automation is built, tested on every branch and kept running.

Freshworks CRM6 triggersFreshworks CRM17 actionsFilePost10 actions

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What do you want Freshworks CRM and FilePost 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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Everything your agent can do with Freshworks CRM and FilePost

Triggers and actions 6 triggers · 27 actions

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
Create Intake Link
Creates a FilePost intake link — a public upload page you can send to someone so they can drop files to you, with your own limits on file type, size, count and how long it stays open.
Action
Delete File
Permanently deletes a file from FilePost. The stored file and its public link are removed and cannot be recovered.
Action
Delete intake link
Closes a FilePost intake link so it stops accepting uploads. Files already uploaded through it are untouched, and the slot frees up against your plan's limit on active links.
Action
Get file
Returns the details FilePost holds about one stored file — its name, size, type, download link and when it expires.
Action
Get intake link
Returns one intake link from your FilePost account, looked up by its intake link ID. FilePost has no single-link endpoint, so the link is selected out of your full list of intake links.
Action
List Files
Returns the files stored in your FilePost account, newest first, together with the total number of files.
Action
List intake links
Returns the intake links on your FilePost account, with each link's label, public upload page, limits and expiry.
Action
Update file
Changes whether a stored file's name appears in its public link, and returns the file with its new link.
Action
Upload File
Uploads a file to FilePost and returns its shareable link.
Action
Upload File From URL
Stores a file from a public web link in FilePost and returns its shareable link.

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The other way round: FilePost to Freshworks CRM