--- title: "Connect Freshworks CRM to SamCart - APIANT.ai" description: "When \"New Account\" fires in Freshworks CRM, your agent runs \"Update order\" in SamCart." canonical: "https://apiant.ai/connect/freshworks-crm-to-samcart" --- # Connect Freshworks CRM to SamCart When **New Account** fires in [Freshworks CRM](https://apiant.ai/connections/freshworks-crm), your agent runs **Update order** in [SamCart](https://apiant.ai/connections/samcart). Describe the whole flow and it is built, tested on every scenario and kept running. Freshworks CRM **6** triggers Freshworks CRM **17** actions SamCart **15** 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 SamCart 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 can start in SamCart - When **New Account** in Freshworks CRM then **Update order** in SamCart - When **New Contact** in Freshworks CRM then **Get customer** in SamCart 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 SamCart ## Triggers and actions 6 triggers · 32 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. - Action **Add refund** Refunds a SamCart charge, either in full or for a partial amount. Returns the refund with its charge and order. - Action **Cancel subscription** Cancels a SamCart subscription immediately, optionally without notifying the customer. Returns the updated subscription. - Action **Get charge** Returns a single SamCart charge by its ID, including the customer, order, processor, currency, refund status and total. - Action **Get customer** Returns a SamCart customer by ID, including name, email, phone, tags, lifetime value and addresses. - Action **Get order** Returns a single SamCart order by its ID, including cart items, totals, shipping address, custom fields and UTM parameters. - Action **Get product** Returns a single SamCart product by its ID, including price, pricing type, status, order bumps, bundled products and tags. - Action **Get subscription** Returns a single SamCart subscription by its ID, including its status, pricing, coupon, cancellation schedule and next rebilling date. - Action **List charges** Returns the charges in your SamCart marketplace, optionally filtered by creation date range and test mode. - Action **List customers** Returns the customers in your SamCart marketplace, optionally filtered by email address or creation date range. - Action **List orders** Returns the orders in your SamCart marketplace, optionally filtered by creation date range and test mode. - Action **List products** Returns the products in your SamCart marketplace, optionally filtered by status, category, pricing type or creation date. - Action **List refunds** Returns every refund issued in your SamCart marketplace, sorted by refund ID, with the refunded charge and order details. - Action **List subscriptions** Returns the subscriptions in your SamCart marketplace, optionally filtered by status, type, test mode, and created, rebilling or canceled dates. - Action **Update order** Updates the value of a custom field on an existing SamCart order. - Action **Update subscription** Changes the next rebilling date of an active or delinquent SamCart subscription and returns the updated subscription. ## 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) - [ **SamCart** SamCart is an online shopping cart that helps you sell things online.](https://apiant.ai/connections/samcart) 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 SamCart - [ **HubSpot to SamCart** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-samcart) - [ **Salesforce to SamCart** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-samcart) - [ **Slack to SamCart** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-samcart) - [ **Google Sheets to SamCart** Google Sheets](https://apiant.ai/connect/google-sheets-to-samcart) - [ **Gmail to SamCart** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-samcart) - [ **Google Calendar to SamCart** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-samcart) Questions ## Freshworks CRM and SamCart, 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 SamCart when something happens in Freshworks CRM? Any of SamCart's 15 actions, including Update order, Update subscription, Add refund and Get charge. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SamCart to Freshworks CRM? SamCart has no triggers in the catalog today, so automations start in Freshworks CRM. If you need the other direction, ask: your agent reads SamCart's API documentation and adds it. ### ### Do I have to build a connector for Freshworks CRM or SamCart? 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 SamCart 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.