--- title: "Connect Freshworks CRM to Lumin - APIANT.ai" description: "When \"New Account\" fires in Freshworks CRM, your agent runs \"Send reminder emails\" in Lumin." canonical: "https://apiant.ai/connect/freshworks-crm-to-lumin" --- # Connect Freshworks CRM to Lumin When **New Account** fires in [Freshworks CRM](https://apiant.ai/connections/freshworks-crm), your agent runs **Send reminder emails** in [Lumin](https://apiant.ai/connections/lumin). Describe the whole flow and it is built, tested on every scenario and kept running. Freshworks CRM **6** triggers Freshworks CRM **17** actions Lumin **22** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Freshworks CRM and Lumin to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Freshworks CRM can start in Lumin - When **New Account** in Freshworks CRM then **Send reminder emails** in Lumin - When **New Contact** in Freshworks CRM then **Upload File** in Lumin 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 Lumin ## Triggers and actions 6 triggers · 39 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. - Action **Add agreement** Creates a new AgreementGen document in Lumin from an AgreementGen template, optionally filling its variables and form fields. - Action **Add space** Creates a new Space in your Lumin Workspace, optionally inviting Workspace members into it. - Action **Cancel signature request** Cancels a pending signature request so its signers can no longer sign it. - Action **Compress document** Compresses a PDF document to reduce its file size and returns a temporary download link for the compressed file. - Action **Generate document from template** Generates a downloadable PDF document from a Lumin template, filling in its merge tags, form fields and variables, and returns a temporary download link. - Action **Get agreement file** Returns a temporary download link for an AgreementGen document's PDF file. - Action **Get signature request** Returns a signature request's details, including its title, status, expiry, signing type and each signer's status. - Action **Get signature request file** Returns a temporary download link for a signature request's file: the agreement, its Certificate of Completion, or both merged into one PDF. - Action **Get signing link** Returns a signing link for a signer on an existing signature request, so the document can be signed inside your own app or portal. - Action **Get template** Returns the details of a Lumin template, including its signer roles, merge tags, form fields and variables. - Action **List spaces** Returns the Spaces in your Lumin workspace, with each Space's name, your role and member count. - Action **List templates** Returns the templates (AgreementGen, Sign and PDF) in your Lumin workspace. - Action **List workspace members** Returns the members of your Lumin workspace, with each member's email, name, role and join date. - Action **Merge documents** Merges 2 to 20 Lumin documents or file URLs into a single PDF and returns a temporary download link. - Action **Send reminder emails** Sends reminder emails to selected signers of a signature request who still need to sign. - Action **Send signature request** Creates a signature request for a document (by file URL) and emails it to the signers you list. - Action **Send signature request from template** Creates and sends a new signature request from a Lumin template, prefilling its merge tags, form fields and variables. - Action **Split document** Splits a PDF document into one or more files, by page ranges or into equal-sized parts, and returns a temporary download link to the result (a PDF, or a ZIP when there are several files). - Action **Summarize document** Generates an AI summary of a PDF document's text, identified by a Lumin document or a file URL. - Action **Translate document** Translates a PDF document into a target language while preserving its layout, and returns a temporary download link for the translated file. - Action **Update signature request** Changes the due date of an existing signature request that is still awaiting signatures, and returns the updated signature request. - Action **Upload File** Uploads a file from a URL into your Lumin Workspace, a Space, or your Personal documents and returns the created document. ## Each app on its own - [ **Freshworks CRM** Freshworks CRM (Freshsales Suite) — manage contacts, sales accounts, deals, notes, tasks, and appointments.](https://apiant.ai/connections/freshworks-crm) - [ **Lumin** Lumin is a PDF editor built for the cloud. Edit, share and sign PDFs from anywhere.](https://apiant.ai/connections/lumin) Reviews ## What our customers say ## More from Freshworks CRM - [ **Freshworks CRM to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/freshworks-crm-to-hubspot) - [ **Freshworks CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/freshworks-crm-to-salesforce) - [ **Freshworks CRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/freshworks-crm-to-slack) - [ **Freshworks CRM to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/freshworks-crm-to-mailchimp) - [ **Freshworks CRM to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/freshworks-crm-to-stripe) - [ **Freshworks CRM to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/freshworks-crm-to-shopify) ## More into Lumin - [ **HubSpot to Lumin** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-lumin) - [ **Salesforce to Lumin** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-lumin) - [ **Slack to Lumin** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-lumin) - [ **Google Sheets to Lumin** Google Sheets](https://apiant.ai/connect/google-sheets-to-lumin) - [ **Gmail to Lumin** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-lumin) - [ **Google Calendar to Lumin** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-lumin) Questions ## Freshworks CRM and Lumin, 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 Lumin when something happens in Freshworks CRM? Any of Lumin's 22 actions, including Send reminder emails, Send signature request, Send signature request from template and Update signature request. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Lumin to Freshworks CRM? Lumin has no triggers in the catalog today, so automations start in Freshworks CRM. If you need the other direction, ask: your agent reads Lumin's API documentation and adds it. ### ### Do I have to build a connector for Freshworks CRM or Lumin? 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 Lumin 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.