Connect Freshworks CRM to Xitoring

Both apps 39Freshworks CRM 23Xitoring 16

• 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
  Add check

  Create a new uptime/website/server check. POST /api/v2/check

• Action
  Add group

  Store a new check/server group. POST /api/v2/groups

• Action
  Add heartbeat

  Create a new heartbeat check. POST /api/v2/heartbeat/add

• Action
  Add maintenance schedule

  Create a new maintenance window. POST /api/v2/maintenance-schedules/add

• Action
  Add ticket

  Create a new support ticket. POST /api/v2/tickets

• Action
  Delete check

  Delete a check. DELETE /api/v2/checks/{id}

• Action
  Delete server

  Remove a server from monitoring. DELETE /api/v2/servers/{id}

• Action
  Get check

  Retrieve a single check by id. GET /api/v2/check/{id}

• Action
  Get incident

  Get a single incident's data. GET /api/v2/incidents/{id}

• Action
  Get server

  Retrieve a single server by id. GET /api/v2/servers/{id}

• Action
  List checks

  List all checks. GET /api/v2/check/

• Action
  List groups

  List all groups. GET /api/v2/groups

• Action
  List maintenance schedules

  List maintenance schedules. GET /api/v2/maintenance-schedules

• Action
  List servers

  List all monitored servers. GET /api/v2/servers

• Action
  Resolve incident

  Resolve an open incident. POST /api/v2/incidents/{id}/resolve

• Action
  Update check

  Update an existing check. PUT /api/v2/check/{id}

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