Connect Freshworks CRM to JotForm

Both apps 60Freshworks CRM 23JotForm 37

• 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 Form Submission

  Polling trigger: fires when a new submission is received for the specified form.

• Trigger
  New Form Submission (instant)

  Fires instantly via a self-registered JotForm webhook whenever the selected form receives a new submission. Instant alternative to the New Form Submission poller — the platform registers the webhook on activation and removes it on deactivation.

• Action
  Add New Question to Specified Form

  Add new question to specified form

• Action
  Add or Edit a Single Question Properties

  Add or edit a single question properties

• Action
  Add Resources to Label

  Add Resources to Label

• Action
  Add Submissions to the Form

  Add Submissions to the Form

• Action
  Clone Form

  Clone an existing form.

• Action
  Create Folder

  Create Folder

• Action
  Create Form

  Create a new form

• Action
  Create or Replace Form

  Create new forms

• Action
  Create Report

  Create report

• Action
  Create Submission

  Add a new submission to a form. Provide answers keyed by submission[<qid>] field names.

• Action
  Delete a Report

  Delete a Report

• Action
  Delete Folder

  Delete Folder

• Action
  Delete Form

  Delete a form (moves to trash).

• Action
  Delete Form Question

  Delete Form Question

• Action
  Delete Submission

  Delete a single submission.

• Action
  Edit Submission Data

  Edit Submission Data

• Action
  Get Details About a Question

  Get Details About a Question

• Action
  Get Folder

  Get details of a specific folder including the forms it contains.

• Action
  Get Form

  Get the details of a specific form.

• Action
  Get Form Files

  List files uploaded to a form's submissions.

• Action
  Get Form Questions

  Get a list of all questions on a form.

• Action
  Get History

  Get History

• Action
  Get Label Resources

  Get Label Resources

• Action
  Get Report Details

  Get Report Details

• Action
  Get Submission

  Get details of a specific submission.

• Action
  Get User Reports

  Get User Reports

• Action
  List Account Submissions

  List all submissions across all forms on the account.

• Action
  List Folders

  Get a list of form folders on the account.

• Action
  List Form Reports

  List all reports for a specific form.

• Action
  List Forms

  List all forms on the account.

• Action
  List Form Submissions

  List submissions for a specific form.

• Action
  Remove Resources from Label

  Remove Resources from Label

• Action
  Replace Form Properties

  Add or edit properties of a specific form

• Action
  Set Form Properties

  Add or edit properties of a specific form

• Action
  Update Folder

  Update Folder

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