Integration
Connect Freshworks CRM to Slack
When something happens in Freshworks CRM, your agent does the next thing in Slack. Describe it in plain language and the automation is built, tested on every branch and kept running.
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Triggers and actions 23 triggers · 77 actions
Trigger
New AccountPolling trigger: fires when a new sales account is created. Sorted by created_at descending.
Trigger
New ContactPolling trigger: fires when a new contact is created. Sorted by created_at descending.
Trigger
New DealPolling trigger: fires when a new deal is created. Sorted by created_at descending.
Trigger
New or Updated AccountPolling trigger: fires when a sales account is created or updated. Sorted by updated_at descending.
Trigger
New or Updated ContactPolling trigger: fires when a contact is created or updated. Sorted by updated_at descending.
Trigger
New or Updated DealPolling trigger: fires when a deal is created or updated. Sorted by updated_at descending.
Action
Add Note to ContactAdds a note to a contact (targetable_type=Contact) in Freshworks CRM.
Action
Create AccountCreates a new sales account in Freshworks CRM.
Action
Create AppointmentCreates an appointment in Freshworks CRM. from_date/end_date are ISO8601.
Action
Create ContactCreates a new contact in Freshworks CRM.
Action
Create DealCreates a new deal in Freshworks CRM.
Action
Create TaskCreates a task in Freshworks CRM. due_date is epoch milliseconds; targetable_type e.g. Contact/Deal/SalesAccount.
Action
Find Account by NameLooks up a sales account by name using the lookup endpoint.
Action
Find Contact by EmailLooks up a contact by email address using the lookup endpoint.
Action
Find deal by custom fieldSearches 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 nameSearches 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 nameSearches 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 nameSearches 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 AccountRetrieves a sales account by ID in Freshworks CRM.
Action
Get ContactRetrieves a contact by ID in Freshworks CRM.
Action
Get DealRetrieves a deal by ID in Freshworks CRM.
Action
Update ContactUpdates an existing contact by ID in Freshworks CRM.
Action
Update DealUpdates an existing deal by ID in Freshworks CRM.
Trigger
New ChannelTriggers when a new channel is created in the workspace.
Trigger
New Channel (instant)Triggers when a new channel is created. Events API event: channel_created.
Trigger
New Channel MemberTriggers when a member joins a chosen channel. Events API event: member_joined_channel.
Trigger
New FileDuplicate of "New File (instant)" (webhook_demux, same file_created event). Hidden from catalog 2026-07-23.
Trigger
New File (instant)Triggers when a new file is uploaded to the workspace. Events API event: file_created.
Trigger
New MentionDuplicate of "New Mention (instant)" (webhook_demux, same app_mention event). Hidden from catalog 2026-07-23.
Trigger
New Mention (instant)Triggers when a username or keyword is mentioned in a channel. Events API message events with keyword filter.
Trigger
New Message Posted to ChannelTriggers when a message is posted to a chosen channel. Events API event: message.channels.
Trigger
New Message Posted to Private ChannelTriggers when a message is posted to a chosen private channel or group DM. Events API events: message.groups, message.mpim.
Trigger
New Pinned ItemTriggers when an item is pinned in a channel.
Trigger
New Public Message Posted AnywhereTriggers when a message is posted to any public channel. Events API event: message.channels.
Trigger
New Reaction AddedTriggers when an emoji reaction is added to a message. Events API event: reaction_added.
Trigger
New Saved MessageTriggers when a message or file is saved (starred). Events API event: star_added.
Trigger
New Team Custom EmojiTriggers when a custom emoji is added to the workspace. Events API event: emoji_changed.
Trigger
New Thread ReplyTriggers when a new reply is added to a message thread.
Trigger
New UserTriggers when a new user joins the workspace. Polling; deduped by user id.
Trigger
New User (instant)Triggers when a new user joins the workspace. Events API event: team_join.
Action
Add BookmarkAdd a bookmark to a channel.
Action
Add ReactionAdd an emoji reaction to a message.
Action
Add StarSave a message or file by starring it.
Action
Archive ChannelArchive a channel.
Action
Complete ReminderMark a reminder as complete.
Action
Create CanvasCreate a standalone canvas document.
Action
Create ChannelCreate a new public or private channel.
Action
Create Channel CanvasCreate a canvas attached to a channel.
Action
Create ReminderCreate a reminder for a user at a specified time.
Action
Delete CanvasDelete a canvas.
Action
Delete FileDelete a file from the workspace.
Action
Delete MessageDelete a message from a channel by timestamp.
Action
Delete ReminderDelete a reminder.
Action
Delete Scheduled MessageCancel a scheduled message before it is sent.
Action
Edit BookmarkEdit an existing channel bookmark.
Action
Edit CanvasEdit the content of a canvas.
Action
Find Channel by NameList channels filtered to locate a channel by name (client filters the returned list).
Action
Find User by EmailLook up a Slack user by their email address.
Action
Get Channel MessagesFetch the message history of a channel.
Action
Get File InfoGet information about a file.
Action
Get Message PermalinkGet a permanent link to a specific message.
Action
Get Message ReactionsGet the emoji reactions on a message.
Action
Get Team InfoGet information about the workspace.
Action
Get Thread RepliesGet the replies in a message thread.
Action
Get User InfoGet profile information for a Slack user by ID.
Action
Get User PresenceGet a user's current presence status.
Action
Get User ProfileGet a user's profile fields.
Action
Invite User to ChannelInvite one or more users to a channel (comma-separated user IDs).
Action
Join ChannelJoin a public channel.
Action
Leave ChannelLeave a channel.
Action
List BookmarksList the bookmarks in a channel.
Action
List Channel MembersList the members of a channel.
Action
List ChannelsList channels in the workspace (public and private).
Action
List Custom EmojisList the workspace's custom emojis.
Action
List FilesList files in the workspace, optionally filtered by channel or user.
Action
List Pinned ItemsList the items pinned in a channel.
Action
List Scheduled MessagesList messages scheduled to be sent later.
Action
List User GroupsList the workspace's user groups.
Action
List UsersList all users in the workspace.
Action
List User's ChannelsList the channels a user is a member of.
Action
Mark Channel ReadSet the read cursor position in a channel.
Action
Pin MessagePin a message to a channel.
Action
Remove BookmarkRemove a bookmark from a channel.
Action
Remove ReactionRemove an emoji reaction from a message.
Action
Remove StarRemove a star from a message or file.
Action
Remove User from ChannelRemove a member from a channel.
Action
Rename ChannelRename a channel.
Action
Schedule MessageSchedule a message to be sent to a channel at a future Unix time.
Action
Search FilesSearch files across the workspace.
Action
Search MessagesSearch messages across the workspace.
Action
Send Direct MessageOpen a DM with a user and post a message to it.
Action
Send Ephemeral MessageSend a message in a channel that is visible only to one user.
Action
Send MessagePost a message to a channel, private group, or DM.
Action
Set Channel PurposeSet the purpose (description) for a channel.
Action
Set Channel TopicSet the topic for a channel.
Action
Set User PresenceSet the authenticated user's presence status.
Action
Unarchive ChannelRestore an archived channel.
Action
Unpin MessageRemove a pinned message from a channel.
Action
Update MessageUpdate an existing message in a channel by timestamp.
Action
Upload FileUpload 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.