Connect Freshworks CRM to Ticketeer

Both apps 49Freshworks CRM 23Ticketeer 26

• 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
  Comment Added

  Triggers when a comment is added in any task in the selected board.

• Trigger
  New board

  Fires when a new board is created. Polls GET /v1/boards.

• Trigger
  Task Assigned

  Triggers when a task is is assigned to a user in the selected board.

• Trigger
  Task Created

  Triggers when a task is created in the selected board.

• Trigger
  Task Moved

  Triggers when a task is moved both within a column and between columns in the selected board.

• Action
  Add board

  Create a new board. Endpoint: POST /v1/boards.

• Action
  Add comment

  Add a comment to a task. Endpoint: POST /v1/boards/{boardID}/tasks/{taskID}/comments.

• Action
  Add tag

  Create a new tag on a board. Endpoint: POST /v1/boards/{boardID}/tags.

• Action
  Create Task

  Creates a task in the specified column of the specified board

• Action
  Delete board

  Delete a board. Endpoint: DELETE /v1/boards/{boardID}.

• Action
  Delete tag

  Delete a tag from a board. Endpoint: DELETE /v1/boards/{boardID}/tags/{tagID}.

• Action
  Delete task

  Delete a task. Endpoint: DELETE /v1/boards/{boardID}/tasks/{taskID}.

• Action
  Get board

  Retrieve a single board by id. Endpoint: GET /v1/boards/{boardID}.

• Action
  Get column

  Retrieve a single column on a board. Endpoint: GET /v1/boards/{boardID}/columns/{columnID}.

• Action
  Get task

  Retrieve a single task by id. Endpoint: GET /v1/boards/{boardID}/tasks/{taskID}.

• Action
  List boards

  List the boards visible to the connected account. Endpoint: GET /v1/boards.

• Action
  List board users

  List the users who have access to a board. Endpoint: GET /v1/boards/{boardID}/users.

• Action
  List checkboxes

  List the checklist items on a task. Endpoint: GET /v1/boards/{boardID}/tasks/{taskID}/checkboxes.

• Action
  List columns

  List the columns on a board. Endpoint: GET /v1/boards/{boardID}/columns.

• Action
  List comments

  List the comments on a task. Endpoint: GET /v1/boards/{boardID}/tasks/{taskID}/comments.

• Action
  List tags

  List the tags defined on a board. Endpoint: GET /v1/boards/{boardID}/tags.

• Action
  List tasks

  List the tasks on a board. Endpoint: GET /v1/boards/{boardID}/tasks.

• Action
  Move task

  Move a task to a different column or assign it to a user. Endpoint: PATCH /v1/boards/{boardID}/tasks/{taskID}.

• Action
  Update board

  Edit a board's name or settings. Endpoint: PUT /v1/boards/{boardID}.

• Action
  Update column

  Rename a board column. Endpoint: PATCH /v1/boards/{boardID}/columns/{columnID}.

• Action
  Update task

  Edit a task's fields. Endpoint: PUT /v1/boards/{boardID}/tasks/{taskID}.

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