Integration

Connect Ninety to Freshworks CRM

When something happens in Ninety, your agent does the next thing in Freshworks CRM. Describe it in plain language and the automation is built, tested on every branch and kept running.

Ninety4 triggersNinety21 actionsFreshworks CRM6 triggersFreshworks CRM17 actions

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Everything your agent can do with Ninety and Freshworks CRM

Triggers and actions 10 triggers · 38 actions

Trigger
New Issue Created
Triggered when a new issue is created in Ninety, optionally only on one team or only short-term vs long-term issues.
Trigger
New Measurable
Triggered when a new measurable (KPI) is added to your Ninety scorecard, optionally only those tracked over a given period like weekly or monthly.
Trigger
New Team
Triggered when a new team is created in your Ninety company.
Trigger
To-Do Created, Updated, or Deleted
Triggered when a to-do is created or changed in Ninety — including being completed or archived — optionally only on one team or only personal to-dos. Ninety's API does not report hard deletions, so a removed to-do simply stops appearing rather than firing this trigger.
Action
Create Issue
Creates an issue on a Ninety team's issues list.
Action
Create Milestone
Creates a milestone on a Ninety rock, with a title and due date.
Action
Create Rock
Creates a rock (a quarterly goal) for a Ninety team, with a due date, status and level.
Action
Create To-Do
Creates a to-do on a Ninety team, with a due date and optional description.
Action
Delete Issue
Deletes an existing Issue in Ninety by its ID.
Action
Delete Measurable Note
Deletes the note on a Measurable for one scorecard period.
Action
Delete Measurable Score
Deletes the score on a Measurable for one scorecard period.
Action
Delete Rock
Deletes a Rock in Ninety by its ID. Returns the deleted Rock's ID along with the status Ninety returned.
Action
Delete To-Do
Deletes a to-do in Ninety by its ID. Use it to remove a to-do that was created by mistake or is no longer needed.
Action
Find Issue
Searches Ninety for issues matching the words you provide, optionally narrowed to one team or to short-term vs long-term issues. Returns the matching issues.
Action
Find Measurable
Searches Ninety's scorecard for measurables (KPIs) matching the words you provide, optionally limited to a tracking period like weekly or monthly. Returns the matching measurables.
Action
Find Milestone
Searches Ninety for milestones by title. Ninety carries milestones on their rocks, so this reads the rocks (optionally just one team's) and returns the milestones whose title matches, optionally limited to a single rock.
Action
Find Rock
Searches Ninety for rocks (quarterly goals) matching the words you provide, optionally narrowed to one team or one status. Returns the matching rocks.
Action
Find Team
Returns the teams in your Ninety company, optionally only those whose name contains the words you provide. Use it to get the team ID other Ninety actions need.
Action
Find To-Do
Searches Ninety for to-dos matching the words you provide, optionally narrowed to one team, to personal to-dos, or to finished vs open ones. Returns the matching to-dos.
Action
Update Issue
Changes an existing issue in Ninety — its title, detail, team, priority, short-term/long-term setting, or whether it is solved. Fields you leave blank are left as they are.
Action
Update Measurable Note
Saves the note on a Ninety scorecard measurable for one period, replacing any note already there.
Action
Update Measurable Score
Records the score on a Ninety scorecard measurable for one period, replacing any score already there.
Action
Update Milestone
Changes an existing milestone in Ninety — its title, detail, due date, owner, or whether it is finished. Fields you leave blank are left as they are.
Action
Update Rock
Changes an existing rock (quarterly goal) in Ninety — its title, detail, status, owner, team, quarter, due date, or whether it is archived. Fields you leave blank are left as they are.
Action
Update To-Do
Changes an existing to-do in Ninety — its title, detail, due date, owner, team, repeat setting, or whether it is done or archived. Fields you leave blank are left as they are.
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.

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