Integration
Connect Freshworks CRM and Paystack
When New Account fires in Freshworks CRM, your agent runs Send Simple Invoice in Paystack, or New Chargeback in Paystack to Add Note to Contact in Freshworks CRM. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Freshworks CRM and Paystack to do together?
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Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Freshworks CRM and Paystack can do together
From Freshworks CRM to Paystack
When New Account in Freshworks CRM
then Send Simple Invoice in Paystack
From Paystack to Freshworks CRM
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 Paystack
Triggers and actions 17 triggers · 34 actions
- New Account
Polling trigger: fires when a new sales account is created. Sorted by created_at descending.
- New Contact
Polling trigger: fires when a new contact is created. Sorted by created_at descending.
- New Deal
Polling trigger: fires when a new deal is created. Sorted by created_at descending.
- New or Updated Account
Polling trigger: fires when a sales account is created or updated. Sorted by updated_at descending.
- New or Updated Contact
Polling trigger: fires when a contact is created or updated. Sorted by updated_at descending.
- New or Updated Deal
Polling trigger: fires when a deal is created or updated. Sorted by updated_at descending.
- Add Note to Contact
Adds a note to a contact (targetable_type=Contact) in Freshworks CRM.
- Create Account
Creates a new sales account in Freshworks CRM.
- Create Appointment
Creates an appointment in Freshworks CRM. from_date/end_date are ISO8601.
- Create Contact
Creates a new contact in Freshworks CRM.
- Create Deal
Creates a new deal in Freshworks CRM.
- Create Task
Creates a task in Freshworks CRM. due_date is epoch milliseconds; targetable_type e.g. Contact/Deal/SalesAccount.
- Find Account by Name
Looks up a sales account by name using the lookup endpoint.
- Find Contact by Email
Looks up a contact by email address using the lookup endpoint.
- 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.
- 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.
- 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.
- 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.
- Get Account
Retrieves a sales account by ID in Freshworks CRM.
- Get Contact
Retrieves a contact by ID in Freshworks CRM.
- Get Deal
Retrieves a deal by ID in Freshworks CRM.
- Update Contact
Updates an existing contact by ID in Freshworks CRM.
- Update Deal
Updates an existing deal by ID in Freshworks CRM.
- Abandoned Transaction
Triggers when a customer starts a payment but does not complete it, leaving an abandoned transaction.
- Cancelled Subscription
Triggers when a subscription is cancelled.
- New Chargeback
Triggers when a customer files a new chargeback (transaction dispute) on your Paystack account.
- New Invoice
Triggered when a new invoice (payment request) is created in Paystack.
- New Order
Triggered when a new order is created on your Paystack storefronts or products.
- New Payment Page Transaction
Triggers when a customer pays through one of your Paystack payment pages. Returns the transaction with its amount, customer, and the page it came from.
- New Refund
Triggered when a new refund is created in your Paystack account.
- New Subscription
Triggers when a new subscription is created on your Paystack integration.
- New Transaction
Triggers when a new transaction is created on your Paystack integration, optionally limited by status, channel, customer and more.
- New Transfer
Triggered when a new transfer is created on your Paystack business.
- Subsciption Renewal
Triggers when a subscription renews, meaning a further payment has been made after its first one.
- Add Product
Creates a new product on your Paystack integration and returns the created product.
- Cancel Subscription
Cancels an active Paystack subscription so the customer is no longer charged on renewal.
- Check Terminal Status
Returns whether a Paystack Terminal is online and available to receive an event, so you can check it before sending one.
- Create Refund
Creates a refund for a previously completed Paystack transaction, in full or for part of its amount. Returns the new refund and its status.
- Create Subscription
Creates a subscription that puts a customer on one of your plans, and returns the new subscription's id, code and email token.
- Create Virtual Terminal
Creates a Virtual Terminal on your Paystack integration, with the WhatsApp numbers that should receive its payment notifications.
- Find Customer
Returns the Paystack customer matching an email address or customer code, including their transactions, subscriptions and saved authorizations.
- Find Order
Returns the details of a Paystack order, including its customer, items and payment status, for the order ID you supply.
- Find Transaction
Returns the transaction that matches a transaction reference, including its status, amount, customer and payment authorization.
- Find Transfer
Returns the transfer that matches the specified transfer reference, including its status, amount and recipient.
- Get Customer Totals
Returns how many transactions a Paystack customer has made and the total value of those transactions, along with the customer's full record.
- Initialize Transaction
Creates a new pending Paystack transaction and returns the checkout link to send your customer to, along with its access code and reference.
- Initiate a Direct Debit Request
Starts linking a bank account to a customer for Direct Debit and returns the link the customer opens to authorize the mandate.
- Remove Phone Number From Virtual Terminal
Removes one or more WhatsApp phone numbers from a Paystack Virtual Terminal, so they stop receiving its payment notifications.
- Resolve Account Number
Returns the account name registered to a bank account number, so you can confirm who an account belongs to before paying it.
- Send Simple Invoice
Creates a payment request that issues an invoice to a customer and, by default, emails it to them. Returns the new invoice, including its request code.
- Share Link for Updating Subscription Card
Returns a link you can share with a customer so they can update the card on their subscription.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
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Questions
Freshworks CRM and Paystack, 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 Paystack when something happens in Freshworks CRM?
Any of Paystack's 17 actions, including Create Refund, Create Subscription, Create Virtual Terminal and Send Simple Invoice. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Paystack to Freshworks CRM?
Yes. When something happens in Paystack, your agent can act in Freshworks CRM too. This page covers both directions: Paystack's triggers and Freshworks CRM's actions are listed here as well.
Do I have to build a connector for Freshworks CRM or Paystack?
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 Paystack 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.