Connect Freshworks CRM to Reepay

Both apps 43Freshworks CRM 23Reepay 20

• 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 coupon

  Create a new coupon. POST /v1/coupon

• Action
  Add credit

  Create a credit note/credit for a customer. POST /v1/credit

• Action
  Add customer

  Create a new customer. POST /v1/customer

• Action
  Add invoice

  Create an invoice for a customer. POST /v1/customer/{handle}/invoice

• Action
  Add plan

  Create a new subscription plan. POST /v1/plan

• Action
  Add subscription

  Create a new subscription for a customer. POST /v1/subscription

• Action
  Cancel subscription

  Cancel a subscription by handle. POST /v1/subscription/{handle}/cancel

• Action
  Delete customer

  Delete a customer by handle. DELETE /v1/customer/{handle}

• Action
  Get charge

  Retrieve a charge by handle. GET /v1/charge/{handle}

• Action
  Get coupon

  Retrieve a coupon by handle. GET /v1/coupon/{handle}

• Action
  Get customer

  Retrieve a customer by handle. GET /v1/customer/{handle}

• Action
  Get invoice

  Retrieve an invoice by id. GET /v1/invoice/{id}

• Action
  Get plan

  Retrieve the current version of a plan by handle. GET /v1/plan/{handle}/current

• Action
  Get subscription

  Retrieve a subscription by handle. GET /v1/subscription/{handle}

• Action
  List customers

  List all customers. GET /v1/list/customer

• Action
  List invoices

  List all invoices. GET /v1/list/invoice

• Action
  List plans

  List all plans. GET /v1/list/plan

• Action
  List subscriptions

  List all subscriptions. GET /v1/list/subscription

• Action
  Update customer

  Update an existing customer by handle. PUT /v1/customer/{handle}

• Action
  Update subscription

  Change/update an existing subscription by handle. PUT /v1/subscription/{handle}

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