Connect Freshworks CRM to Pocketalert

Both apps 36Freshworks CRM 23Pocketalert 13

• 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 application

  Create an application used to categorize messages.

• Action
  Add message

  Sends a push notification to every device on the Pocket Alert account, or to one device. Can optionally be scheduled for later delivery.

• Action
  Delete application

  Delete an application by id.

• Action
  Delete form

  Permanently deletes a form. Its public link stops working at once; messages the form already produced are kept.

• Action
  Delete message

  Delete a message by tid.

• Action
  Get application

  Retrieve a single application by id.

• Action
  Get message

  Retrieves a single Pocket Alert message by its id.

• Action
  List applications

  Lists all applications (notification channels) on the Pocket Alert account.

• Action
  List forms

  Lists every form in the Pocket Alert account, newest first.

• Action
  List messages

  List sent messages.

• Action
  Submit form

  Submit a response to a Pocket Alert form. The submission becomes a message on the form owner's account and is pushed to their phone.

• Action
  Update application

  Update an application.

• Action
  Update form

  Updates an existing Pocket Alert form. Only the values you supply change; everything else on the form keeps its current value.

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