Connect Freshworks CRM and GSMtasks

Both apps 32Freshworks CRM 23GSMtasks 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.

• Trigger
  New task event

  Triggers when a new event is recorded on a task, such as creation, assignment, acceptance, completion, failure or cancellation.

• Action
  Add client

  Creates a new client in your GSMtasks account.

• Action
  Add contact address

  Creates a contact address (a saved contact with its address) in GSMtasks.

• Action
  Add task

  Creates a new task in GSMtasks with its address, contact, time window and assignment details.

• Action
  Assign task

  Assigns a GSMtasks task to a worker, optionally with notes and the location where the assignment happened.

• Action
  Cancel task

  Cancels a GSMtasks task, optionally recording a note and the location where it was cancelled.

• Action
  Complete task

  Marks a GSMtasks task as completed, optionally with completion notes and the location where it was completed.

• Action
  Get contact address

  Returns a single contact address, with its address and contact details.

• Action
  Update task

  Updates an existing GSMtasks task, changing only the details you fill in such as its address, contact, schedule, assignee or description.

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