Integration

Connect Freshworks CRM to Stripe

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

Freshworks CRM6 triggersFreshworks CRM17 actionsStripe11 triggersStripe21 actions

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Triggers and actions 17 triggers · 38 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 Charge
Triggers when a new charge is created.
Trigger
New Charge (instant)
Fires instantly when a charge succeeds in Stripe, via a self-registered webhook (charge.succeeded). The platform registers/deletes the Stripe webhook endpoint automatically at automation activation/deactivation. Payload binds as {{ trigger.body.* }}.
Trigger
New Customer
Triggers when a new customer is created.
Trigger
New Event
Triggers when a new Stripe event is created (covers all event types via the Events API).
Trigger
New Invoice
Triggers when a new invoice is created.
Trigger
New paid and available charge
Triggered when a new paid and available charge is created.
Trigger
New paid charge
Triggered when a new paid charge is created.
Trigger
New plan
Triggered when a new plan is created.
Trigger
New Product
Triggers when a new product is created.
Trigger
New Refund
Triggers when a new refund is created.
Trigger
New Subscription
Triggers when a new subscription is created.
Action
Cancel Subscription
Cancels a subscription by its ID.
Action
Create Charge
Creates a charge. Amount is in the smallest currency unit (e.g. cents).
Action
Create charges (bulk charge creation)
Creates a charge in Stripe.
Action
Create Customer
Creates a new customer in Stripe.
Action
Create Payment Intent
Creates a PaymentIntent (the modern Stripe payment flow). Amount is in the smallest currency unit.
Action
Create Price
Creates a price for a product. unit_amount is in the smallest currency unit.
Action
Create Product
Creates a product (a good or service) in Stripe.
Action
Create Refund
Refunds a charge or payment intent. Provide charge or payment_intent; amount optional for partial refund.
Action
Create refund by charge id (distinct from Create Refund)
Creates a refund for a specific charge id.
Action
Create Subscription
Creates a subscription for a customer to one or more prices.
Action
Delete Customer
Permanently deletes a customer by ID.
Action
Find Customer by Email
Searches for customers matching an email address.
Action
Get Charge
Retrieves a charge by its ID.
Action
Get charge details (distinct from Get Charge)
Retrieves a charge's details by its charge id.
Action
Get Customer
Retrieves a customer by their Stripe ID.
Action
Get Invoice
Retrieves an invoice by its ID.
Action
Get Refund
Retrieves a refund by its ID.
Action
Get Subscription
Retrieves a subscription by its ID.
Action
Get transaction details
Retrieves a transaction's details by its transaction id.
Action
List balance transactions
List balance transactions (txn_xxx) for the account, most recent first.
Action
Update Customer
Updates an existing customer by ID.

Each app on its own

The other way round: Stripe to Freshworks CRM