Integration
Connect Freshworks CRM and Grade.us
When New Account fires in Freshworks CRM, your agent runs Get user in Grade.us, or New Review in Grade.us 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 Grade.us 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 Grade.us can do together
From Freshworks CRM to Grade.us
When New Account in Freshworks CRM
then Get user in Grade.us
When New Contact in Freshworks CRM
then List users in Grade.us
From Grade.us to Freshworks CRM
When New Review in Grade.us
then Add Note to Contact in Freshworks CRM
When New Review in Grade.us
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 Grade.us
Triggers and actions 7 triggers · 20 actions
Trigger
New AccountPolling trigger: fires when a new sales account is created. Sorted by created_at descending.
Trigger
New ContactPolling trigger: fires when a new contact is created. Sorted by created_at descending.
Trigger
New DealPolling trigger: fires when a new deal is created. Sorted by created_at descending.
Trigger
New or Updated AccountPolling trigger: fires when a sales account is created or updated. Sorted by updated_at descending.
Trigger
New or Updated ContactPolling trigger: fires when a contact is created or updated. Sorted by updated_at descending.
Trigger
New or Updated DealPolling trigger: fires when a deal is created or updated. Sorted by updated_at descending.
Action
Add Note to ContactAdds a note to a contact (targetable_type=Contact) in Freshworks CRM.
Action
Create AccountCreates a new sales account in Freshworks CRM.
Action
Create AppointmentCreates an appointment in Freshworks CRM. from_date/end_date are ISO8601.
Action
Create ContactCreates a new contact in Freshworks CRM.
Action
Create DealCreates a new deal in Freshworks CRM.
Action
Create TaskCreates a task in Freshworks CRM. due_date is epoch milliseconds; targetable_type e.g. Contact/Deal/SalesAccount.
Action
Find Account by NameLooks up a sales account by name using the lookup endpoint.
Action
Find Contact by EmailLooks up a contact by email address using the lookup endpoint.
Action
Find deal by custom fieldSearches 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 nameSearches 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 nameSearches 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 nameSearches 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 AccountRetrieves a sales account by ID in Freshworks CRM.
Action
Get ContactRetrieves a contact by ID in Freshworks CRM.
Action
Get DealRetrieves a deal by ID in Freshworks CRM.
Action
Update ContactUpdates an existing contact by ID in Freshworks CRM.
Action
Update DealUpdates an existing deal by ID in Freshworks CRM.
Trigger
New ReviewTriggered when a new review is added to the selected Grade.us profile.
Action
Create Mail RecipientAdds a mail recipient to a Grade.us profile, or updates the recipient if the email address already exists, and returns the recipient's id.
Action
Get userReturns one Grade.us user by UUID, including their contact details, permissions, subscription plan, status and linked profiles. An error occurs if the user is not found.
Action
List usersReturns all users that belong to the connected Grade.us master account, including their contact details, permissions, status, brands and linked profiles.
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
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Questions
Freshworks CRM and Grade.us, 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 Grade.us when something happens in Freshworks CRM?
Any of Grade.us's 3 actions, including Create Mail Recipient, Get user and List users. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Grade.us to Freshworks CRM?
Yes. When something happens in Grade.us, your agent can act in Freshworks CRM too. This page covers both directions: Grade.us's triggers and Freshworks CRM's actions are listed here as well.
Do I have to build a connector for Freshworks CRM or Grade.us?
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 Grade.us 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.