Integration
Connect OnePageCRM to Freshdesk
When something happens in OnePageCRM, your agent does the next thing in Freshdesk. Describe it in plain language and the automation is built, tested on every branch and kept running.
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What do you want OnePageCRM and Freshdesk to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Triggers and actions 12 triggers · 32 actions
Trigger
Closed Sales CycleTriggered when a sales cycle is closed — a deal is marked won or lost.
Trigger
Completed Next ActionTriggered when a next action is marked done in OnePageCRM.
Trigger
New CallTriggered when a phone call is logged in OnePageCRM.
Trigger
New ContactTriggered when a new contact is created in OnePageCRM.
Trigger
New DealTriggered when a new deal is created in OnePageCRM.
Trigger
New Next ActionTriggered when a new next action is created in OnePageCRM.
Trigger
New NoteTriggered when a new note is added to a contact in OnePageCRM.
Trigger
Updated ContactTriggered when a contact is created or changed in OnePageCRM.
Trigger
Updated DealTriggered when a deal is created or changed in OnePageCRM.
Action
Close Sales CycleCloses a deal in OnePageCRM by marking the sales cycle won or lost, with an optional close date and note.
Action
Create CallLogs a phone call against a contact in OnePageCRM, with notes, the number dialed, the outcome and an optional recording link.
Action
Create ContactCreates a contact in OnePageCRM, including your account's own custom fields.
Action
Create DealCreates a deal against a contact in OnePageCRM, with an amount, expected close date and notes.
Action
Create Next ActionAdds a next action (a to-do) against a contact in OnePageCRM, with an optional due date and assignee.
Action
Create NoteAdds a note to a contact's timeline in OnePageCRM.
Action
Find ContactFinds a contact in OnePageCRM by email address, or by searching names and companies, and returns the first match plus every match.
Action
Find DealFinds a deal in OnePageCRM by contact, status or name, and returns the first match plus every match.
Action
Find UserFinds a user in your OnePageCRM account by email address or name, and returns the first match plus every match.
Action
Update ContactUpdates a contact in OnePageCRM, including your account's own custom fields. Anything you leave blank keeps its current value.
Action
Update DealUpdates a deal in OnePageCRM. Anything you leave blank keeps its current value.
Trigger
New CompanyTriggers when a new company is created.
Trigger
New ContactTriggers when a new contact is created.
Trigger
New TicketTriggers when a new ticket is created.
Action
Add Note to TicketAdds a private or public note to a ticket.
Action
Create CompanyCreates a new company.
Action
Create ContactCreates a new contact.
Action
Create TicketCreates a new ticket in Freshdesk.
Action
Delete ContactDeletes a contact by ID.
Action
Delete TicketDeletes a ticket by ID.
Action
Get AgentRetrieves an agent by ID.
Action
Get CompanyRetrieves a company by ID.
Action
Get ContactRetrieves a contact by ID.
Action
Get TicketRetrieves a single ticket by ID.
Action
List AgentsLists all agents.
Action
List CompaniesLists companies.
Action
List ContactsLists contacts.
Action
List Ticket ConversationsLists all conversations (replies and notes) on a ticket.
Action
List TicketsLists tickets, most recently updated first.
Action
Reply to TicketAdds a public reply to a ticket conversation.
Action
Search ContactsSearches contacts using a Freshdesk query string.
Action
Search TicketsSearches tickets using a Freshdesk query string.
Action
Update CompanyUpdates a company by ID.
Action
Update ContactUpdates a contact by ID.
Action
Update TicketUpdates an existing ticket by ID.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.