Connect Freshworks CRM to Formaloo

Both apps 32Freshworks CRM 23Formaloo 9

• 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 field

  Adds a new field (question) of the chosen type to an existing Formaloo form and returns the created field.

• Action
  Add form

  Creates a new form in your Formaloo workspace.

• Action
  Delete field

  Deletes a field from a Formaloo form. Logic or integrations that use the field may be affected.

• Action
  Delete row

  Deletes a submitted row (form response) from a Formaloo form.

• Action
  Get row

  Returns one submitted form row (response) by its slug, including its field values.

• Action
  List forms

  Returns the forms created by or shared with you in the workspace, optionally filtered by board, folder, tag, field type or a search term.

• Action
  List rows

  Returns the submitted rows (responses) of a Formaloo form, with optional search, status, tag and date filters.

• Action
  Update field

  Updates an existing field on a Formaloo form, such as its title, help text, position, required flag or default value.

• Action
  Update row

  Updates the status, tags, position or submission details of an existing Formaloo form row (submission).

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