Integration
Connect Freshworks CRM and Geekbot
When New Account fires in Freshworks CRM, your agent runs Get current user in Geekbot, or New Report in Geekbot to Add Note to Contact in Freshworks CRM. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Freshworks CRM and Geekbot to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Freshworks CRM and Geekbot can do together
From Freshworks CRM to Geekbot
When New Account in Freshworks CRM
then Get current user in Geekbot
From Geekbot to Freshworks CRM
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Freshworks CRM and Geekbot
Triggers and actions 7 triggers · 34 actions
- New Account
Polling 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.
- New Report
Triggers when a new standup report is submitted in Geekbot.
- Add out-of-office period
Schedules an out-of-office period for you or, if you are an admin, for another team member, covering whole days from the start date to the end date.
- Add poll
Creates a one-shot Geekbot poll that posts a question with answer choices to a channel.
- Add standup
Creates a new Geekbot standup with its questions, schedule and broadcast channel.
- Delete report
Deletes a standup report you authored, removing its broadcast message if one was posted.
- Delete standup
Deletes a standup and returns the details of the standup that was removed. You must have permission to edit the standup.
- Get current user
Returns the user who owns the connected API key, along with the team they belong to.
- Get poll
Returns one poll you created, including its schedule, channel, members and optionally its questions.
- Get report
Returns one submitted standup report, including who posted it, when, and the answer to each question.
- Get standup
Returns one standup by id, including its schedule, members, broadcast settings and optionally its questions.
- List out-of-office periods
Returns out-of-office periods for the team members you can view, ordered by start date, optionally narrowed by users, standups or a date window.
- List polls
Returns the active and paused polls you created in Geekbot, optionally filtered by state, channel, anonymity or creation date.
- List poll votes
Returns the vote results for a poll, grouped by broadcast and question. Without a date range it covers only the latest broadcast.
- List reports
Returns submitted Geekbot standup reports within a time window, optionally filtered by standup or user.
- List standups
Returns the active and paused standups visible to the connected user, with optional filters for state, anonymity, channel and creation date.
- List teams
Returns the Geekbot team tied to the connected API key, including its users who take part in at least one standup visible to the connected user.
- Start Report
Starts a standup immediately so its report questions go out, either to all of its participants or only to the users or emails you name. Returns the vendor's confirmation that the standup was queued.
- Update standup
Updates a standup's name, schedule, questions, channel and participants. Returns the updated standup.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Freshworks CRM
Freshworks CRM to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Freshworks CRM to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Freshworks CRM to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Freshworks CRM to MailchimpMailchimp marketing automation and email platform.
Freshworks CRM to StripeStripe is a payment processing platform for online businesses.
Freshworks CRM to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
More into Geekbot
ActiveCampaign to GeekbotActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to GeekbotOrganize anything with Airtable, a modern database created for everyone.
Asana to GeekbotAsana is a collaborative information manager for workspace.
ClickUp to GeekbotClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Discord to GeekbotDiscord is an all-in-one voice and text chat for gamers.
Freshdesk to GeekbotFreshdesk is a cloud-based customer support and helpdesk platform.
Questions
Freshworks CRM and Geekbot, answered
What can start an automation from Freshworks CRM?
Any of Freshworks CRM's 6 triggers in the catalog, including New Account, New Contact, New Deal and New or Updated Account. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Geekbot when something happens in Freshworks CRM?
Any of Geekbot's 17 actions, including Update standup, Add out-of-office period, Add poll and Add standup. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Geekbot to Freshworks CRM?
Yes. When something happens in Geekbot, your agent can act in Freshworks CRM too. This page covers both directions: Geekbot's triggers and Freshworks CRM's actions are listed here as well.
Do I have to build a connector for Freshworks CRM or Geekbot?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Freshworks CRM and Geekbot without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.