Integration

Connect PagerDuty to Freshworks CRM

When something happens in PagerDuty, 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.

PagerDuty2 triggersPagerDuty26 actionsFreshworks CRM6 triggersFreshworks CRM17 actions

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Everything your agent can do with PagerDuty and Freshworks CRM

Triggers and actions 8 triggers · 43 actions

Trigger
List Maintenance Windows
Gets a list of maintenance windows (GET /maintenance_windows).
Trigger
New Incidents
Polls for new incidents in PagerDuty (GET /incidents, newest first).
Action
Add Responders
Request additional responders (a user or escalation policy) to help with an incident.
Action
Add Team Member
Add a user to a team with a given role.
Action
Create Incident
Creates an incident in PagerDuty (POST /incidents).
Action
Create Note on Incident
Creates a note on a given incident.
Action
Delete or End a Maintenance Window
Deletes a maintenance window that hasn't started yet, or ends one that is ongoing.
Action
Get Escalation Policy
Retrieve a single escalation policy by its ID.
Action
Get Incident
Retrieve a single PagerDuty incident by id.
Action
Get Schedule
Retrieve a single on-call schedule by its ID.
Action
Get Service
Retrieve a single PagerDuty service by id.
Action
Get Team
Retrieve a single team by its ID.
Action
Get User Information
Gets a user's information based on provided ID.
Action
List Escalation Policies
List PagerDuty escalation policies (GET /escalation_policies).
Action
List Incident Notes
List all notes attached to an incident.
Action
List Incidents
List PagerDuty incidents with filters (statuses, service_ids, urgencies, date range) (GET /incidents).
Action
List On-Calls
List current on-call entries — who is on call now, by escalation policy/schedule/user/time window (GET /oncalls).
Action
List Schedule Overrides
List overrides on a schedule within a required since/until time window.
Action
List Schedules
List PagerDuty on-call schedules (GET /schedules).
Action
List Services
List PagerDuty services (GET /services).
Action
List Teams
List all teams in the account.
Action
List Users
List PagerDuty users (GET /users).
Action
Manage Incidents
Bulk acknowledge or resolve multiple incidents in a single call.
Action
Snooze Incident
Snooze a triggered/acknowledged incident for a number of seconds so it won't re-alert until the snooze expires.
Action
Two-way sync add a maintenance window
Creates a maintenance window for use with two-way sync triggers (POST /maintenance_windows). Does not update. Use only with two-way sync triggers.
Action
Two-way sync add or update an incident
Creates or updates an incident for use with two-way sync triggers (POST /incidents; incident_key dedups). Use only with two-way sync triggers.
Action
Update Incident
Updates an incident in PagerDuty. Set status to acknowledged or resolved to manage the incident.
Action
Update Maintenance Window
Updates a maintenance window.
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.

Each app on its own

The other way round: Freshworks CRM to PagerDuty