Integration

Connect Freshworks CRM to Intervals

When something happens in Freshworks CRM, your agent does the next thing in Intervals. Describe it in plain language and the automation is built, tested on every branch and kept running.

Freshworks CRM6 triggersFreshworks CRM17 actionsIntervals6 triggersIntervals38 actions

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Everything your agent can do with Freshworks CRM and Intervals

Triggers and actions 12 triggers · 55 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
New client
Polling trigger: fires when a new client is created in Intervals (GET /client).
Trigger
New invoice
Polling trigger: fires when a new invoice is created in Intervals (GET /invoice).
Trigger
New milestone
Polling trigger: fires when a new milestone is created in Intervals (GET /milestone).
Trigger
New person
Polling trigger: fires when a new person is added in Intervals (GET /person).
Trigger
New project
Polling trigger: fires when a new project is created in Intervals (GET /project).
Trigger
New task
Polling trigger: fires when a new task is created in Intervals (GET /task).
Action
Add client
Create a new client.
Action
Add expense
Create a new expense.
Action
Add invoice
Create a new invoice.
Action
Add milestone
Create a new milestone.
Action
Add person
Create a new person (team member).
Action
Add project
Create a new project.
Action
Add task
Create a new task.
Action
Add time entry
Log a new time entry against a task.
Action
Add timer
Start a new timer for a task.
Action
Delete client
Delete a client.
Action
Delete expense
Delete an expense.
Action
Delete invoice
Delete an invoice.
Action
Delete milestone
Delete a milestone.
Action
Delete person
Delete a person.
Action
Delete project
Delete a project.
Action
Delete task
Delete a task.
Action
Delete time entry
Delete a logged time entry.
Action
Delete timer
Delete a timer.
Action
Get client
Retrieve a single client by id.
Action
Get expense
Retrieve a single expense by id.
Action
Get invoice
Retrieve a single invoice by id.
Action
Get milestone
Retrieve a single milestone by id.
Action
Get person
Retrieve a single person by id.
Action
Get project
Retrieve a single project by id.
Action
Get task
Retrieve a single task by id.
Action
Get time entry
Retrieve a single logged time entry by id.
Action
Get timer
Retrieve a single timer by id.
Action
List milestones
Retrieve all milestones in the Intervals account.
Action
List tasks
Retrieve all tasks in the Intervals account.
Action
Update client
Update an existing client's details.
Action
Update expense
Update an existing expense.
Action
Update invoice
Update an existing invoice.
Action
Update milestone
Update an existing milestone.
Action
Update person
Update an existing person's details.
Action
Update project
Update an existing project's details.
Action
Update task
Update an existing task's details.
Action
Update time entry
Update an existing logged time entry.
Action
Update timer
Update a timer (e.g. stop or adjust it).

Each app on its own

The other way round: Intervals to Freshworks CRM