Connect Freshworks CRM and MailUp

Both apps 52Freshworks CRM 23MailUp 29

• 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 Email Message in List

  A new email message was created in the list. MailUp is a multi-list environment and messages are list-specific.

• Trigger
  New Group

  New group added to the specified list. MailUp is a multi-list environment and groups are list-specific.

• Trigger
  New Recipient Subscribed

  There is a new subscriber in the specified list. MailUp is a multi-list environment.

• Trigger
  New Recipient Unsubscribed

  A recipient unsubscribed from the specified list. MailUp is a multi-list environment.

• Action
  Add list

  Create a new list. POST Console/List

• Action
  Add Recipient to Group

  Add recipient to the specified group on the list.

• Action
  Add Recipient to List

  Adds a new recipient to the specified list as a subscriber.

• Action
  Create New Email Message

  Create a new email message on the specified list.

• Action
  Create New Group

  Add a new group to the specified list. MailUp is a multi-list environment.

• Action
  Delete email message

  Delete an email message. DELETE Console/List/{id_List}/Email/{id_Message}

• Action
  Delete group

  Delete a group in a list. DELETE Console/List/{id_List}/Group/{id_Group}

• Action
  Delete list

  Delete a list. DELETE Console/List/{id_List}

• Action
  Get email message

  Retrieve email message details. GET Console/List/{id_List}/Email/{id_Message}

• Action
  Get list

  Retrieve list details by id. GET Console/List/{id_List}

• Action
  List email messages

  Retrieve email messages of a list. GET Console/List/{id_List}/Emails

• Action
  List Email Message Sendings

  lists the sendings (send tasks, with recipients count and status) created for an email message.

• Action
  List Group Recipients

  Lists the recipients in a MailUp group (GET Console/Group/{id_group}/Recipients), with id, email, name and personal data fields.

• Action
  List groups

  Retrieve groups of a list. GET Console/List/{id_List}/Groups

• Action
  List lists

  Retrieve the console's lists. GET Console/List on services.mailup.com/API/v1.1/Rest/ConsoleService.svc

• Action
  List subscribed recipients

  Retrieve subscribed recipients of a list. GET Console/List/{id_List}/Recipients/Subscribed

• Action
  Remove recipient from group

  Unsubscribe a recipient from a group. DELETE Console/Group/{id_Group}/Unsubscribe/{id_Recipient}

• Action
  Remove Recipient From List

  This method unsubscribe the given recipient from the specified list.

• Action
  Send Message to Email Address

  Sends the specified message (previously created in MailUp in the specified List) to the email address specified.

• Action
  Send Message to Group

  Send a message to a predefined group in the specified list.

• Action
  Send message to list

  Send an email message to all recipients of a list. POST Console/List/{id_List}/Email/{id_Message}/Send

• Action
  Unsubscribe recipient from list

  Unsubscribe a recipient from a list. DELETE Console/List/{id_List}/Unsubscribe/{id_Recipient}

• Action
  Update email message

  Modify an email message. PUT Console/List/{id_List}/Email/{id_Message}

• Action
  Update group

  Modify a group in a list. PUT Console/List/{id_List}/Group/{id_Group}

• Action
  Update list

  Modify details of a list. PUT Console/List/{id_List}

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