Connect Peerdom to Freshworks CRM

Both apps 52Peerdom 29Freshworks CRM 23

• Trigger
  New Group

  Triggered when a new circle is created

• Trigger
  New Map

  Triggers when a new map is created.

• Trigger
  New Peer

  Triggers when a new peer is created.

• Trigger
  New Project

  Triggers when a new project is created.

• Trigger
  New Role

  Triggers when a new role is created.

• Action
  Add Goal

  Create a goal on a role or circle. POST /goals

• Action
  Assign Role to Peer

  Assigns an existing role to a peer in Peerdom.

• Action
  Create Group

  Creates a new group in Peerdom.

• Action
  Create Peer

  Creates a new peer in Peerdom.

• Action
  Create Role

  Creates a new role in Peerdom.

• Action
  Delete Group

  Delete a group by id. DELETE /groups/{id}

• Action
  Delete Peer

  Delete a peer by id. DELETE /peers/{id}

• Action
  Delete Role

  Delete a role by id from a live or draft map. DELETE /roles/{id}

• Action
  Get Group

  Get a single group by id. GET /groups/{id}

• Action
  Get Peer

  Get a single peer by id. GET /peers/{id}

• Action
  Get Peer by E-Mail

  Get Peer by a Given E-Mail.

• Action
  Get Project

  Get a single project by id. GET /projects/{id}

• Action
  Get Role

  Get a single role by id from a live or draft map. GET /roles/{id}

• Action
  List Groups

  List all groups. GET /groups

• Action
  List Maps

  List all maps in the tenant. GET /maps

• Action
  List Peers

  List all peers in the tenant. GET /peers

• Action
  List Projects

  List all projects. GET /projects

• Action
  List Roles

  List all roles. GET /roles

• Action
  Unassign Peer From Role

  Unassign peer from a given role.

• Action
  Update Goal

  Update a goal by id. PATCH /goals/{id}

• Action
  Update Group

  Updates an existing group (circle, bubble, pod, etc.) in Peerdom.

• Action
  Update Peer

  Updates an existing peer in Peerdom.

• Action
  Update Project

  Update a project by id. PATCH /projects/{id}

• Action
  Update Role

  Updates an existing role in Peerdom.

• 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.

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