--- title: "Connect Freshworks CRM and GitHub - APIANT.ai" description: "When \"New Account\" fires in Freshworks CRM, your agent runs \"Add Labels to Issue\" in GitHub." canonical: "https://apiant.ai/connect/freshworks-crm-to-github" --- # Connect Freshworks CRM and GitHub When **New Account** fires in [Freshworks CRM](https://apiant.ai/connections/freshworks-crm), your agent runs **Add Labels to Issue** in [GitHub](https://apiant.ai/connections/github), or **New Branch** in GitHub to **Add Note to Contact** in Freshworks CRM. Describe the whole flow and it is built, tested on every scenario and kept running. Freshworks CRM **6** triggers Freshworks CRM **17** actions GitHub **15** triggers GitHub **19** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Freshworks CRM and GitHub to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Freshworks CRM and GitHub can do together ### From Freshworks CRM to GitHub - When **New Account** in Freshworks CRM then **Add Labels to Issue** in GitHub - When **New Contact** in Freshworks CRM then **Create Issue** in GitHub ### From GitHub to Freshworks CRM - When **New Branch** in GitHub then **Add Note to Contact** in Freshworks CRM - When **New Collaborator** in GitHub then **Create Contact** in 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 GitHub ## Triggers and actions 21 triggers · 36 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. - Trigger **Issue Closed** Triggers when an issue in a repository is closed. - Trigger **New Branch** Triggers when a new branch is created in a GitHub repository. - Trigger **New Collaborator** Triggers when a new collaborator is added to a GitHub repository. - Trigger **New Commit** Triggers when a new commit is pushed to a GitHub repository's default branch. - Trigger **New Commit Comment** Triggers when someone comments on a commit in a repository. - Trigger **New Gist** Triggers when you create a new gist on GitHub. - Trigger **New Global Event** Triggers when a new public event happens anywhere on GitHub, such as a push, fork, or new issue. - Trigger **New Issue** Triggers when a new issue is created in a repository. - Trigger **New Label** Triggers when a new label is added to a GitHub repository. - Trigger **New Milestone** Triggers when a new milestone is created in a repository. - Trigger **New Pull Request** Triggers when a new pull request is opened in a repository. - Trigger **New Release** Triggers when a new release is published in a GitHub repository. - Trigger **New Repo Event** Triggers when new activity (pushes, issues, pull requests, releases and more) happens in a GitHub repository. - Trigger **New Repository** Triggers when a new public repository appears under a GitHub user or organization. - Trigger **New Watcher** Triggers when someone starts watching a repository. - Action **Add Labels to Issue** Adds labels to an issue or pull request in a GitHub repository, keeping its existing labels. - Action **Check Organization Membership** Checks whether a GitHub user is a member of an organization and returns true or false. - Action **Create Branch** Creates a new branch in a repository, starting from the commit you choose. - Action **Create Comment** Adds a comment to an issue or pull request in a GitHub repository. - Action **Create Gist** Creates a new gist with one file on the connected GitHub account. - Action **Create Issue** Creates a new issue in a GitHub repository. - Action **Create or Update File** Creates a new file in a repository, or replaces an existing file's contents, as a commit. - Action **Create Pull Request** Opens a pull request asking to merge one branch into another. - Action **Delete Branch** Deletes a branch from a repository. Any open pull request from that branch is closed. - Action **Find Branch** Finds a branch in a GitHub repository by name and returns its latest commit and protection status. - Action **Find Issue** Finds an issue in a GitHub repository by its number and returns its title, body, state, author and labels. - Action **Find Organization** Finds a GitHub organization by its login and returns its profile details. - Action **Find Pull Request** Finds a pull request in a GitHub repository by its number and returns its title, state, branches and merge status. - Action **Find Repository** Returns a GitHub repository by its owner and name, including its description, visibility, default branch and counts. - Action **Find User** Finds a GitHub user by username and returns their public profile. - Action **Get File Contents** Returns a file from a GitHub repository, with its base64-encoded content, at the default branch or a chosen branch, tag or commit. - Action **Submit Review** Submits a review on a pull request: approve it, request changes, or leave a review comment. - Action **Update Issue** Updates an existing issue in a GitHub repository, such as its title, text, state, labels or assignees. - Action **Update Pull Request** Changes a pull request's title, description, target branch, or open/closed state. ## Each app on its own - [ **Freshworks CRM** Freshworks CRM (Freshsales Suite) — manage contacts, sales accounts, deals, notes, tasks, and appointments.](https://apiant.ai/connections/freshworks-crm) - [ **GitHub** GitHub is the perfect place to share code and work collaboratively on private and open source software.](https://apiant.ai/connections/github) Reviews ## What our customers say ## More from Freshworks CRM - [ **Freshworks CRM to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/freshworks-crm-to-hubspot) - [ **Freshworks CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/freshworks-crm-to-salesforce) - [ **Freshworks CRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/freshworks-crm-to-slack) - [ **Freshworks CRM to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/freshworks-crm-to-mailchimp) - [ **Freshworks CRM to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/freshworks-crm-to-stripe) - [ **Freshworks CRM to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/freshworks-crm-to-shopify) ## More into GitHub - [ **ActiveCampaign to GitHub** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-github) - [ **Airtable to GitHub** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-github) - [ **Asana to GitHub** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-github) - [ **ClickUp to GitHub** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-github) - [ **Discord to GitHub** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-github) - [ **Freshdesk to GitHub** Freshdesk is a cloud-based customer support and helpdesk platform.](https://apiant.ai/connect/freshdesk-to-github) Questions ## Freshworks CRM and GitHub, 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 GitHub when something happens in Freshworks CRM? Any of GitHub's 19 actions, including Create Branch, Create Comment, Create Gist and Create Issue. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from GitHub to Freshworks CRM? Yes. When something happens in GitHub, your agent can act in Freshworks CRM too. This page covers both directions: GitHub's triggers and Freshworks CRM's actions are listed here as well. ### ### Do I have to build a connector for Freshworks CRM or GitHub? 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 GitHub 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.