--- title: "Connect Freshworks CRM and TrackMage - APIANT.ai" description: "When \"New Account\" fires in Freshworks CRM, your agent runs \"Add order item\" in TrackMage." canonical: "https://apiant.ai/connect/freshworks-crm-to-trackmage" --- # Connect Freshworks CRM and TrackMage When **New Account** fires in [Freshworks CRM](https://apiant.ai/connections/freshworks-crm), your agent runs **Add order item** in [TrackMage](https://apiant.ai/connections/trackmage), or **New Order Created** in TrackMage to **Add Note to Contact** in Freshworks CRM. Describe the whole flow and it is built, tested on every scenario and kept running. Freshworks CRM **6** triggers Freshworks CRM **17** actions TrackMage **7** triggers TrackMage **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Freshworks CRM and TrackMage to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Freshworks CRM and TrackMage can do together ### From Freshworks CRM to TrackMage - When **New Account** in Freshworks CRM then **Add order item** in TrackMage - When **New Contact** in Freshworks CRM then **Create Order** in TrackMage ### From TrackMage to Freshworks CRM - When **New Order Created** in TrackMage then **Add Note to Contact** in Freshworks CRM - When **New Shipment Created** in TrackMage then **Create Contact** in 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 TrackMage ## Triggers and actions 13 triggers · 30 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 **Deleted Order** Triggers when an order is deleted in a TrackMage workspace. - Trigger **Deleted Shipment** Triggers when a shipment is deleted in a TrackMage workspace. - Trigger **New Order Created** Triggers when a new order is created in the selected TrackMage workspace. - Trigger **New Shipment Created** Triggers when a new shipment is created in the selected TrackMage workspace. - Trigger **Updated Order** Triggers when an order is updated in a TrackMage workspace. - Trigger **Updated Shipment** Triggers when a shipment is updated in the selected TrackMage workspace. - Trigger **Updated Shipment Tracking Status** Triggers when the tracking status of a shipment in the selected TrackMage workspace changes. - Action **Add order item** Adds a line item (product, quantity and price) to an existing TrackMage order. - Action **Add product** Creates a product in your TrackMage team catalog. - Action **Create Order** Creates an order in a TrackMage workspace, with optional customer contact details, totals and shipping/billing addresses. - Action **Create Shipment** Creates a shipment in a TrackMage workspace so its tracking number is monitored. - Action **Create Tracking Page Link** Generates a shareable link to a TrackMage tracking page, optionally preset to a specific tracking number. - Action **Delete order** Deletes an order from your TrackMage workspace. - Action **Delete shipment** Deletes a shipment from your TrackMage workspace. - Action **Get order** Returns a TrackMage order by its id, including its status, totals, addresses and linked shipments. - Action **Get product** Returns a single product from your TrackMage catalog, including its name, SKU, URLs and variants. - Action **Get shipment** Returns one shipment, including its tracking number, carrier, tracking status, linked orders and delivery address. - Action **List shipment checkpoints** Returns the tracking checkpoints (date, location and status info) recorded for a shipment. - Action **Update order** Updates an existing TrackMage order's totals, status, contact details and shipping or billing address. Fields left blank are not changed. - Action **Update shipment** Updates an existing shipment's tracking number, carrier, contact details, address, status and linked orders. ## Each app on its own - [ **Freshworks CRM** Freshworks CRM (Freshsales Suite) — manage contacts, sales accounts, deals, notes, tasks, and appointments.](https://apiant.ai/connections/freshworks-crm) - [ **TrackMage** TrackMage is an order tracking platform that combines order fulfillment and customer support to provide...](https://apiant.ai/connections/trackmage) Reviews ## What our customers say ## More from Freshworks CRM - [ **Freshworks CRM to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/freshworks-crm-to-hubspot) - [ **Freshworks CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/freshworks-crm-to-salesforce) - [ **Freshworks CRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/freshworks-crm-to-slack) - [ **Freshworks CRM to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/freshworks-crm-to-mailchimp) - [ **Freshworks CRM to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/freshworks-crm-to-stripe) - [ **Freshworks CRM to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/freshworks-crm-to-shopify) ## More into TrackMage - [ **HubSpot to TrackMage** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-trackmage) - [ **Salesforce to TrackMage** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-trackmage) - [ **Slack to TrackMage** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-trackmage) - [ **Google Sheets to TrackMage** Google Sheets](https://apiant.ai/connect/google-sheets-to-trackmage) - [ **Gmail to TrackMage** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-trackmage) - [ **Google Calendar to TrackMage** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-trackmage) Questions ## Freshworks CRM and TrackMage, answered ### ### What can start an automation from Freshworks CRM? Any of Freshworks CRM's 6 triggers in the catalog, including New Account, New Contact, New Deal and New or Updated Account. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in TrackMage when something happens in Freshworks CRM? Any of TrackMage's 13 actions, including Create Order, Create Shipment, Create Tracking Page Link and Update order. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from TrackMage to Freshworks CRM? Yes. When something happens in TrackMage, your agent can act in Freshworks CRM too. This page covers both directions: TrackMage's triggers and Freshworks CRM's actions are listed here as well. ### ### Do I have to build a connector for Freshworks CRM or TrackMage? 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 TrackMage 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.