Connect Freshworks CRM to Openlayer

Both apps 47Freshworks CRM 23Openlayer 24

• 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 Project

  Triggers when a new project is created in your Openlayer workspace.

• Trigger
  New Test Result

  Triggers when a new test result is available for a data source. Useful for alerting on passing or failing model tests.

• Action
  Create Data Source

  Creates a new data source in a project for streaming production data to Openlayer.

• Action
  Create Project

  Creates a new AI or ML project in your Openlayer workspace.

• Action
  Create Test

  Creates a data quality test in a project. Checks for duplicate rows, null values, or row counts.

• Action
  Delete Inference Pipeline

  Delete an inference pipeline by its ID. DELETE /inference-pipelines/{id}

• Action
  Delete Project

  Delete a project by its ID. DELETE /projects/{id}

• Action
  Delete Test

  Delete a test by its ID. DELETE /tests/{testId}

• Action
  Evaluate Test

  Evaluates a test for a specific time range. Use after publishing records to get immediate results.

• Action
  Find Data Source

  Finds a data source (inference pipeline) by name in a project.

• Action
  Find Project

  Finds a project by name in your Openlayer workspace.

• Action
  Find Test Result

  Finds test results for a data source, including whether each test passed or failed. Filter by outcome or test type to branch an automation on the result.

• Action
  Get Inference Pipeline

  Retrieve the details around a specific inference pipeline. GET /inference-pipelines/{id}

• Action
  Get Project

  Retrieves one project by its id. Openlayer has no single-project endpoint, so this reads the workspace's first 100 projects and returns the one matching the id.

• Action
  Get Test

  Retrieve a test by ID. GET /tests/{testId}

• Action
  Get Test Result

  Retrieves one test result by its id. Openlayer has no single-result endpoint, so this reads the data source's 100 most recent results and returns the matching one.

• Action
  List Inference Pipelines

  List the authenticated user's inference pipelines under a project. GET /projects/{id}/inference-pipelines

• Action
  List Projects

  Lists the projects in your Openlayer workspace, optionally narrowed to one kind of project. Returns up to 100 projects.

• Action
  List Test Results

  List all results for a test/goal under an inference pipeline. GET /inference-pipelines/{id}/results or GET /tests/{id}/results

• Action
  List Tests

  Lists the tests in a project, optionally narrowed by kind, archived state or monitoring mode. Returns up to 100 tests.

• Action
  Publish Record

  Publishes an LLM inference record to a data source for monitoring. Streams the model input, output, and metadata to Openlayer.

• Action
  Update Inference Pipeline

  Update an inference pipeline. PUT /inference-pipelines/{id}

• Action
  Update Project

  Update a project. PUT /projects/{id}

• Action
  Update Test

  Update a test (partial updates allowed). PUT /tests/{testId}

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