Connect Freshworks CRM to TextCortex AI

Both apps 34Freshworks CRM 23TextCortex AI 11

• 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
  Create Code

  Generates code in the specified programming language according to the given description of the purpose.

• Action
  Create Email

  Creates an email with the given details.

• Action
  Create Paraphrase

  Rewrites the given text without changing its meaning.

• Action
  Create Product Description

  Creates a product description with the given details.

• Action
  Create Social Media Caption

  Create a social media caption for the specified channel.

• Action
  Create Summary

  Summarizes the given text.

• Action
  Create Translation

  Translates a text into another language.

• Action
  Get balance

  Retrieve the remaining API credit balance and currency for the authenticated TextCortex API key. GET /v1/balance.

• Action
  Get model

  Retrieve metadata for one TextCortex model by id (deployment jurisdiction, served-from country, created date). GET /v1/models/{model_id}.

• Action
  List models

  List the TextCortex models available through the OpenAI-compatible API. GET /v1/models.

• Action
  Send Prompt

  Sends a prompt to TextCortex API and generates a completion.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.