Integration

Connect Freshworks CRM to OpenAI

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

Freshworks CRM6 triggersFreshworks CRM17 actionsOpenAI5 triggersOpenAI69 actions

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Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with Freshworks CRM and OpenAI

Triggers and actions 11 triggers · 86 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 batch
List your organization's batches.
Trigger
New file
Returns a list of files.
Trigger
New model
Lists the currently available models.
Trigger
New vector store
Returns a list of vector stores.
Trigger
New video
List recently generated videos for the current project.
Action
Cancel batch
Cancels an in-progress batch.
Action
Cancel run
Cancels a run that is in_progress.
Action
Cancel vector store file batch
Cancel a vector store file batch.
Action
Content moderation
Classifies text for hate, harassment, self-harm, sexual, and violence categories using the Moderations API.
Action
Count input tokens
Returns input token counts of the request.
Action
Create assistant
Create an assistant with a model and instructions.
Action
Create chat completion
Sends a list of chat messages to a model via the Chat Completions API and returns the assistant's reply.
Action
Create completion
Creates a completion for the provided prompt and parameters.
Action
Create embedding
Generates a vector embedding for input text using an embeddings model (e.g. text-embedding-3-small).
Action
Create message
Create a message.
Action
Create run
Create a run.
Action
Creates and executes a batch from an uploaded file of requests
Creates and executes a batch from an uploaded file of requests
Action
Create thread
Create a thread.
Action
Create thread and run
Create a thread and run it in one request.
Action
Create vector store
Create a vector store.
Action
Create vector store file
Create a vector store file by attaching a File to a vector store.
Action
Create vector store file batch
Create a vector store file batch.
Action
Create video edit job
Create a new video generation job by editing a source or existing generated video.
Action
Create video extension
Create an extension of a completed video.
Action
Create video generation job
Create a new video generation job from a prompt and optional reference assets.
Action
Create video remix
Create a remix of a completed video using a refreshed prompt.
Action
Delete assistant
Delete an assistant.
Action
Delete eval run
Delete an eval run.
Action
Delete file
Delete a file and remove it from all vector stores.
Action
Delete message
Deletes a message.
Action
Delete thread
Delete a thread.
Action
Delete vector store
Delete a vector store.
Action
Delete vector store file
Delete a vector store file (removes from store, file itself not deleted).
Action
Delete video
Permanently delete a completed or failed video and its stored assets.
Action
Download video content
Download the generated video bytes or a derived preview asset.
Action
Edit image
Creates an edited or extended image given one or more source images and a prompt.
Action
Generate image
Generates an image from a text prompt using gpt-image-1 / DALL-E and returns the image URL or base64 data.
Action
Generate speech
Converts text into spoken audio using a TTS model and the selected voice. Returns audio bytes.
Action
Get assistant
Retrieves an assistant.
Action
Get batch
Retrieves a batch.
Action
Get file
Returns information about a specific file.
Action
Get file content
Returns the contents of the specified file.
Action
Get message
Retrieve a message.
Action
Get model
Retrieves a model instance.
Action
Get run
Retrieves a run.
Action
Get run step
Retrieves a run step.
Action
Get thread
Retrieves a thread.
Action
Get vector store
Retrieves a vector store.
Action
Get vector store file
Retrieves a vector store file.
Action
Get vector store file batch
Retrieves a vector store file batch.
Action
Get vector store file content
Retrieve the parsed contents of a vector store file.
Action
Get video
Fetch the latest metadata for a generated video.
Action
List conversation items
List all items for a conversation with the given ID.
Action
List files
Lists files that have been uploaded to your OpenAI account.
Action
List messages
Returns a list of messages for a given thread.
Action
List models
Lists the models currently available to your account.
Action
List runs
Returns a list of runs belonging to a thread.
Action
List run steps
Returns a list of run steps belonging to a run.
Action
List vector store file batch files
Returns a list of vector store files in a batch.
Action
List vector store files
Returns a list of vector store files.
Action
OpenAI agent message
Runs one AI agent turn on OpenAI and returns the model's reply. The turn is billed to the OpenAI account connected on this step, and the agent can call the account's AI tool automations.
Action
Retrieve response
Retrieves a previously created model response by its Response ID.
Action
Search vector store
Search a vector store for relevant chunks based on a query and filter.
Action
Send model a message
Sends a message to an OpenAI model via the Responses API and emits its response. Returns a Response ID usable as previous_response_id for multi-turn conversations.
Action
Submit tool outputs to run
Submit tool outputs when a run requires action.
Action
Transcribe audio
Transcribes audio into the input language.
Action
Translate audio
Translates audio into English.
Action
Update assistant
Modifies an assistant.
Action
Update message
Modifies a message.
Action
Update run
Modifies a run.
Action
Update thread
Modifies a thread.
Action
Update vector store
Modifies a vector store.
Action
Update vector store file attributes
Update attributes on a vector store file.
Action
Upload file
Upload a file that can be used across various endpoints.

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The other way round: OpenAI to Freshworks CRM