Integration

Connect Freshworks CRM to Siteleaf

When something happens in Freshworks CRM, your agent does the next thing in Siteleaf. Describe it in plain language and the automation is built, tested on every branch and kept running.

Freshworks CRM6 triggersFreshworks CRM17 actionsSiteleaf4 triggersSiteleaf17 actions

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Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Triggers and actions 10 triggers · 34 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
New Collection
Triggered when a new collection is created.
Trigger
New Document
Triggered when a new document is created.
Trigger
New Page
Triggered when a new page is created.
Trigger
New Site
Triggered when a new site is created.
Action
Add Collection
Create a new collection on a site. POST https://api.siteleaf.com/v2/sites/:site_id/collections
Action
Create Document
Creates a new document.
Action
Create Page
Creates a new page.
Action
Delete Collection
Delete a collection. DELETE https://api.siteleaf.com/v2/sites/:site_id/collections/:path
Action
Delete Document
Delete a document. DELETE https://api.siteleaf.com/v2/sites/:site_id/collections/:path/documents/:id
Action
Delete Page
Delete a page. DELETE https://api.siteleaf.com/v2/sites/:site_id/pages/:id
Action
Get Document
Get a single document by id. GET https://api.siteleaf.com/v2/sites/:site_id/collections/:path/documents/:id
Action
Get Page
Get a single page by id. GET https://api.siteleaf.com/v2/sites/:site_id/pages/:id
Action
Get Site
Get a single site by id. GET https://api.siteleaf.com/v2/sites/:site_id
Action
List Collections
List collections for a site. GET https://api.siteleaf.com/v2/sites/:site_id/collections
Action
List Documents
List documents in a collection, filterable by search/visibility/extensions. GET https://api.siteleaf.com/v2/sites/:site_id/collections/:path/documents
Action
List Pages
List pages for a site, filterable by search/visibility/extensions. GET https://api.siteleaf.com/v2/sites/:site_id/pages
Action
List Sites
List all sites for the authenticated user. GET https://api.siteleaf.com/v2/sites
Action
Update Collection
Update a collection's title/path/metadata. PUT https://api.siteleaf.com/v2/sites/:site_id/collections/:path
Action
Update Document
Update an existing document's title/body/tags/categories/metadata. PUT https://api.siteleaf.com/v2/sites/:site_id/collections/:path/documents/:id
Action
Update Page
Update an existing page's title/body/metadata. PUT https://api.siteleaf.com/v2/sites/:site_id/pages/:id
Action
Update Site
Update a site's settings. PUT https://api.siteleaf.com/v2/sites/:site_id

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The other way round: Siteleaf to Freshworks CRM