Connect Freshworks CRM to Intelliprint

Both apps 38Freshworks CRM 23Intelliprint 15

• 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
  Add background

  Create a background/letterhead used for print jobs. POST /backgrounds

• Action
  Add mailing list

  Create a mailing list. POST /mailing_lists

• Action
  Add recipient

  Create a recipient in a mailing list. POST /mailing_lists/{mailing_list}/recipients

• Action
  Delete mailing list

  Delete a mailing list. DELETE /mailing_lists/{id}

• Action
  Delete print job

  Delete or cancel a print job. DELETE /prints/{id}

• Action
  Delete recipient

  Delete a mailing list recipient. DELETE /mailing_lists/{mailing_list}/recipients/{id}

• Action
  Get mailing list

  Retrieve a mailing list by id. GET /mailing_lists/{id}

• Action
  Get print job

  Retrieve a single print job by id. GET /prints/{id}

• Action
  Get recipient

  Retrieve a mailing list recipient by id. GET /mailing_lists/{mailing_list}/recipients/{id}

• Action
  List mailing lists

  List all mailing lists. GET /mailing_lists

• Action
  List recipients

  List all recipients in a mailing list. GET /mailing_lists/{mailing_list}/recipients

• Action
  Send Letter

  We'll print and mail out any content you provide us as a letter.

• Action
  Update mailing list

  Update a mailing list. POST /mailing_lists/{id}

• Action
  Update print job

  Update an existing print job. POST /prints/{id}

• Action
  Update recipient

  Update a mailing list recipient. POST /mailing_lists/{mailing_list}/recipients/{id}

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