Connect Freshworks CRM to Rosette Text Analytics

Both apps 37Freshworks CRM 23Rosette Text Analytics 14

• 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
  Analyze morphology

  Returns morphological analysis of text, such as lemmas, part-of-speech tags, compound components and Han readings.

• Action
  Analyze sentiment

  Analyzes the positive, negative or neutral sentiment of a text, returning the overall document sentiment and the sentiment toward each entity mentioned.

• Action
  Categorize text

  Identifies the contextual categories (QAG Tier 1 taxonomy) of a piece of text or a web page, with a confidence for each.

• Action
  Deduplicate names

  Groups a list of names into clusters of likely duplicates, returning one cluster ID per name in the order supplied.

• Action
  Extract entities

  Extracts the named entities (people, organizations, places and more) from text or a web page, optionally linking them to a knowledge base.

• Action
  Extract events

  Extracts events (such as travel or meetings) from a piece of text, returning each event's type, participants and roles, and whether it was negated.

• Action
  Extract relationships

  Finds the relationships between people, organizations and other entities in a piece of text, returning each subject, predicate, object and a confidence score.

• Action
  Extract topics

  Returns the key phrases and concepts found in a piece of text or a web page, each with a salience score.

• Action
  Identify language

  Identifies the language(s) of a piece of text or web page, returning candidate languages ranked by confidence.

• Action
  Match addresses

  Compares two addresses and returns a similarity score indicating how likely they refer to the same place.

• Action
  Match names

  Compares two names, in any supported language or script, and returns a similarity score showing how likely they refer to the same person, place or organization.

• Action
  Tokenize text

  Splits text into a list of tokens (words and punctuation).

• Action
  Translate name

  Translates a person, place or organization name into another language and script.

• Action
  Transliterate text

  Transliterates Arabic text between Arabizi (Romanized Arabic) and native Arabic script.

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