--- title: "Connect Freshworks CRM and PostStack - APIANT.ai" description: "When \"New Account\" fires in Freshworks CRM, your agent runs \"Add a contact\" in PostStack." canonical: "https://apiant.ai/connect/freshworks-crm-to-poststack" --- # Connect Freshworks CRM and PostStack When **New Account** fires in [Freshworks CRM](https://apiant.ai/connections/freshworks-crm), your agent runs **Add a contact** in [PostStack](https://apiant.ai/connections/poststack), or **Contact Updated (instant)** in PostStack to **Create Contact** in Freshworks CRM. Describe the whole flow and it is built, tested on every scenario and kept running. Freshworks CRM **6** triggers Freshworks CRM **17** actions PostStack **7** triggers PostStack **31** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Freshworks CRM and PostStack to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Freshworks CRM and PostStack can do together ### From Freshworks CRM to PostStack - When **New Account** in Freshworks CRM then **Add a contact** in PostStack - When **New Contact** in Freshworks CRM then **Add contacts to segment** in PostStack ### From PostStack to Freshworks CRM - When **Contact Updated (instant)** in PostStack then **Create Contact** in Freshworks CRM - When **New Contact (instant)** in PostStack then **Update Contact** in 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 PostStack ## Triggers and actions 13 triggers · 48 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 **Contact Deleted (instant)** Fires when a contact is deleted (event: contact.deleted). - Trigger **Contact Updated (instant)** Fires when a contact is updated (event: contact.updated). - Trigger **Email Bounced (instant)** Fires when an email bounces (event: email.bounced). - Trigger **Email Delivered (instant)** Fires when an email is delivered (event: email.delivered). - Trigger **New Contact (instant)** Fires when a contact is created (event: contact.created). - Trigger **New Inbound Email** Polls for newly received inbound emails. - Trigger **New Sent Email (instant)** Fires when an email is sent (event: email.sent). - Action **Add a broadcast** Create a new marketing broadcast. - Action **Add a contact** Create a new contact. - Action **Add a segment** Create a new manual contact segment. - Action **Add a template** Create a new email template. - Action **Add contacts to segment** Add contacts to an existing segment. - Action **Add suppression** Add an address to the suppression list. - Action **Cancel broadcast** Cancel an in-flight broadcast. - Action **Cancel email** Cancel a scheduled or queued email before it sends. - Action **Delete a contact** Delete a contact. - Action **Delete a template** Delete an email template. - Action **Get a contact** Fetch one contact by ID. - Action **Get a template** Fetch one email template by ID. - Action **Get broadcast** Retrieve one broadcast by its public id, including the HTML and text bodies that the list endpoint omits. - Action **Get email** Fetch one sent or queued email by ID. - Action **Get email events** Get the delivery event timeline for one email. - Action **Get inbound email** Fetch one received inbound email by ID. - Action **Import contacts** Bulk-import a CSV list of contacts. - Action **List broadcasts** List marketing broadcasts. - Action **List contacts** List contacts in the account. - Action **List emails** List sent, queued, and scheduled emails. - Action **List inbound emails** List emails received via inbound parsing. - Action **List segments** List contact segments. - Action **List suppressed addresses** List addresses on the suppression list. - Action **List templates** List email templates. - Action **Send an email** Send a transactional email through PostStack. - Action **Send broadcast** Start sending a broadcast to its recipients. - Action **Send emails in batch** Send up to 100 emails in a single request. - Action **Update a contact** Update an existing contact's fields. - Action **Update a template** Update an email template, creating a new version. - Action **Update email** Reschedule a queued email's send time. - Action **Validate email address** Check whether an email address is valid and deliverable. ## Each app on its own - [ **Freshworks CRM** Freshworks CRM (Freshsales Suite) — manage contacts, sales accounts, deals, notes, tasks, and appointments.](https://apiant.ai/connections/freshworks-crm) - [ **PostStack** EU-hosted email API for transactional and marketing email, with contacts, broadcasts, and analytics](https://apiant.ai/connections/poststack) Reviews ## What our customers say ## More from Freshworks CRM - [ **Freshworks CRM to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/freshworks-crm-to-hubspot) - [ **Freshworks CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/freshworks-crm-to-salesforce) - [ **Freshworks CRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/freshworks-crm-to-slack) - [ **Freshworks CRM to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/freshworks-crm-to-mailchimp) - [ **Freshworks CRM to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/freshworks-crm-to-stripe) - [ **Freshworks CRM to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/freshworks-crm-to-shopify) ## More into PostStack - [ **HubSpot to PostStack** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-poststack) - [ **Google Sheets to PostStack** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-poststack) - [ **Gmail to PostStack** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-poststack) - [ **Google Calendar to PostStack** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-poststack) - [ **Google Drive to PostStack** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-poststack) - [ **Mailchimp to PostStack** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-poststack) Questions ## Freshworks CRM and PostStack, 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 PostStack when something happens in Freshworks CRM? Any of PostStack's 31 actions, including Send an email, Send broadcast, Send emails in batch and Update a contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from PostStack to Freshworks CRM? Yes. When something happens in PostStack, your agent can act in Freshworks CRM too. This page covers both directions: PostStack's triggers and Freshworks CRM's actions are listed here as well. ### ### Do I have to build a connector for Freshworks CRM or PostStack? 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 PostStack 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.