Integration
Connect Freshworks CRM and Slack
When New Contact fires in Freshworks CRM, your agent runs Send Direct Message in Slack, or New Mention (instant) in Slack to Add Note to Contact in Freshworks CRM. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Freshworks CRM and Slack to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Freshworks CRM holds the contacts, accounts, deals and tasks; Slack is where the team talks about them. Connecting the two means a new deal can open its own Slack channel and carry a follow-up task, while notes and tasks can be created in Freshworks CRM straight from what people save or mention in Slack.
Example flows
What Freshworks CRM and Slack can do together
From Freshworks CRM to Slack
When New Contact in Freshworks CRM
then Send Direct Message in Slack
From Slack to 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 Slack
Triggers and actions 21 triggers · 77 actions
- New Account
Polling trigger: fires when a new sales account is created. Sorted by created_at descending.
- New Contact
Polling trigger: fires when a new contact is created. Sorted by created_at descending.
- New Deal
Polling trigger: fires when a new deal is created. Sorted by created_at descending.
- New or Updated Account
Polling trigger: fires when a sales account is created or updated. Sorted by updated_at descending.
- New or Updated Contact
Polling trigger: fires when a contact is created or updated. Sorted by updated_at descending.
- New or Updated Deal
Polling trigger: fires when a deal is created or updated. Sorted by updated_at descending.
- Add Note to Contact
Adds a note to a contact (targetable_type=Contact) in Freshworks CRM.
- Create Account
Creates a new sales account in Freshworks CRM.
- Create Appointment
Creates an appointment in Freshworks CRM. from_date/end_date are ISO8601.
- Create Contact
Creates a new contact in Freshworks CRM.
- Create Deal
Creates a new deal in Freshworks CRM.
- Create Task
Creates a task in Freshworks CRM. due_date is epoch milliseconds; targetable_type e.g. Contact/Deal/SalesAccount.
- Find Account by Name
Looks up a sales account by name using the lookup endpoint.
- Find Contact by Email
Looks up a contact by email address using the lookup endpoint.
- 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.
- 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.
- 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.
- 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.
- Get Account
Retrieves a sales account by ID in Freshworks CRM.
- Get Contact
Retrieves a contact by ID in Freshworks CRM.
- Get Deal
Retrieves a deal by ID in Freshworks CRM.
- Update Contact
Updates an existing contact by ID in Freshworks CRM.
- Update Deal
Updates an existing deal by ID in Freshworks CRM.
- New Channel
Triggers when a new channel is created in the workspace.
- New Channel (instant)
Triggers when a new channel is created (Slack event channel_created).
- New Channel Member
Triggers when a member joins a chosen channel (Slack event member_joined_channel).
- New File (instant)
Triggers when a new file is uploaded to the workspace (Slack event file_created).
- New Mention (instant)
Triggers when a username or keyword is mentioned in a channel. Events API message events with keyword filter.
- New Message Posted to Channel
Triggers when a message is posted to a chosen channel (Slack event message.channels).
- New Message Posted to Private Channel
Triggers when a message is posted to a chosen private channel or group DM (Slack events message.groups, message.mpim).
- New Pinned Item
Triggers when an item is pinned in a channel.
- New Public Message Posted Anywhere
Triggers when a message is posted to any public channel (Slack event message.channels).
- New Reaction Added
Triggers when an emoji reaction is added to a message (Slack event reaction_added).
- New Saved Message
Triggers when a message or file is saved (starred) (Slack event star_added).
- New Team Custom Emoji
Triggers when a custom emoji is added to the workspace (Slack event emoji_changed).
- New Thread Reply
Triggers when a new reply is added to a message thread.
- New User
Triggers when a new user joins the workspace. Polling; deduped by user id.
- New User (instant)
Triggers when a new user joins the workspace (Slack event team_join).
- Add Bookmark
Add a bookmark to a channel.
- Add Reaction
Add an emoji reaction to a message.
- Add Star
Save a message or file by starring it.
- Archive Channel
Archive a channel.
- Complete Reminder
Mark a reminder as complete.
- Create Canvas
Create a standalone canvas document.
- Create Channel
Create a new public or private channel.
- Create Channel Canvas
Create a canvas attached to a channel.
- Create Reminder
Create a reminder for a user at a specified time.
- Delete Canvas
Delete a canvas.
- Delete File
Delete a file from the workspace.
- Delete Message
Delete a message from a channel by timestamp.
- Delete Reminder
Delete a reminder.
- Delete Scheduled Message
Cancel a scheduled message before it is sent.
- Edit Bookmark
Edit an existing channel bookmark.
- Edit Canvas
Edit the content of a canvas.
- Find Channel by Name
List channels filtered to locate a channel by name (client filters the returned list).
- Find User by Email
Look up a Slack user by their email address.
- Get Channel Messages
Fetch the message history of a channel.
- Get File Info
Get information about a file.
- Get Message Permalink
Get a permanent link to a specific message.
- Get Message Reactions
Get the emoji reactions on a message.
- Get Team Info
Get information about the workspace.
- Get Thread Replies
Get the replies in a message thread.
- Get User Info
Get profile information for a Slack user by ID.
- Get User Presence
Get a user's current presence status.
- Get User Profile
Get a user's profile fields.
- Invite User to Channel
Invite one or more users to a channel (comma-separated user IDs).
- Join Channel
Join a public channel.
- Leave Channel
Leave a channel.
- List Bookmarks
List the bookmarks in a channel.
- List Channel Members
List the members of a channel.
- List Channels
List channels in the workspace (public and private).
- List Custom Emojis
List the workspace's custom emojis.
- List Files
List files in the workspace, optionally filtered by channel or user.
- List Pinned Items
List the items pinned in a channel.
- List Scheduled Messages
List messages scheduled to be sent later.
- List User Groups
List the workspace's user groups.
- List Users
List all users in the workspace.
- List User's Channels
List the channels a user is a member of.
- Mark Channel Read
Set the read cursor position in a channel.
- Pin Message
Pin a message to a channel.
- Remove Bookmark
Remove a bookmark from a channel.
- Remove Reaction
Remove an emoji reaction from a message.
- Remove Star
Remove a star from a message or file.
- Remove User from Channel
Remove a member from a channel.
- Rename Channel
Rename a channel.
- Schedule Message
Schedule a message to be sent to a channel at a future Unix time.
- Search Files
Search files across the workspace.
- Search Messages
Search messages across the workspace.
- Send Direct Message
Open a DM with a user and post a message to it.
- Send Ephemeral Message
Send a message in a channel that is visible only to one user.
- Send Message
Post a message to a channel, private group, or DM.
- Set Channel Purpose
Set the purpose (description) for a channel.
- Set Channel Topic
Set the topic for a channel.
- Set User Presence
Set the authenticated user's presence status.
- Unarchive Channel
Restore an archived channel.
- Unpin Message
Remove a pinned message from a channel.
- Update Message
Update an existing message in a channel by timestamp.
- Upload File
Upload a file and share it to one or more channels.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Freshworks CRM and Slack, answered
How does a Slack message end up on the right record in Freshworks CRM?
The Freshworks CRM lookups do the matching: Find Contact by Email, Find Account by Name or Find deal by name can locate the record before an Add Note to Contact or Create Task step runs. If the lookup finds no single match, the run stops there instead of writing to the wrong record.
Can deal updates in Freshworks CRM reach a Slack channel?
Yes. The New or Updated Deal trigger fires on every create and edit, and you can follow it with Slack steps such as Send Message, Set Channel Topic or Pin Message. Use Find Channel by Name first when the channel is named after the deal or account.
What can start an automation from Freshworks CRM?
Any of Freshworks CRM's 6 triggers in the catalog, including New Contact, New Deal, New or Updated Deal and New Account. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Slack when something happens in Freshworks CRM?
Any of Slack's 60 actions, including Create Channel, Send Direct Message, Set Channel Topic and Create Canvas. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Slack to Freshworks CRM?
Yes. When something happens in Slack, your agent can act in Freshworks CRM too. This page covers both directions: Slack's triggers and Freshworks CRM's actions are listed here as well.
Do I have to build a connector for Freshworks CRM or Slack?
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 Slack 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.