Connect Freshworks CRM to Geneea Natural Language Processing

Both apps 32Freshworks CRM 23Geneea Natural Language Processing 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
  Analyze sentiment

  Scores the overall sentiment of a piece of text or of the document at a URL, from -1.0 (negative) to 1.0 (positive).

• Action
  Analyze text

  Runs Geneea's general NLP analysis on a document and returns its language, entities, tags, relations and sentiment.

• Action
  Analyze text batch

  Submits a list of documents for NLU analysis in a single request.

• Action
  Correct text

  Performs spelling and diacritics correction on input text.

• Action
  Detect language

  Detects the language of a text using Geneea's analysis API.

• Action
  Extract entities

  Finds the named entities (people, organizations, places, dates and more) mentioned in a text or web page.

• Action
  Extract relations

  Extracts relations (for example who did what, or which attribute describes which entity) from a document using Geneea's analysis.

• Action
  Extract tags

  Finds the key tags (main topics and keywords) of a document using Geneea's analysis service.

• Action
  Get account info

  Returns information about the Geneea account the connection's API key belongs to.

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