Connect Freshworks CRM to Yay! Forms

Both apps 36Freshworks CRM 23Yay! Forms 13

• 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 Response

  Triggers when a new response is submitted.

• Action
  Create Field

  Adds a new question field to a Yay! Forms form and returns the created field.

• Action
  Create Form

  Creates a new form in a Yay! Forms workspace and returns the created form, including its ID and public key.

• Action
  Delete Field

  Deletes one question field from a Yay! Forms form.

• Action
  Delete Form

  Deletes a Yay! Forms form along with its fields and responses.

• Action
  Get Form

  Returns one Yay! Forms form with its settings, theme, status and response counts.

• Action
  Get Form Stats

  Returns view, start and response counts for a Yay! Forms form, plus its completion rate and average time to complete.

• Action
  List Fields

  Returns every question field on a Yay! Forms form, in the order they appear.

• Action
  List Forms

  Returns the forms in a Yay! Forms workspace, one page at a time.

• Action
  List Responses

  Returns the responses submitted to a Yay! Forms form, one page at a time.

• Action
  List Workspaces

  Returns the Yay! Forms workspaces you have access to, with each workspace's id, name and plan.

• Action
  Update Field

  Updates one question field on a Yay! Forms form. Anything you leave blank keeps its current value.

• Action
  Update Form

  Updates a Yay! Forms form's details and settings. Anything you leave blank keeps its current value.

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