Connect UniBee to Freshworks CRM

Both apps 49UniBee 26Freshworks CRM 23

• Trigger
  New Invoice Event

  Triggers when an invoice event occurs (created, paid, process, cancelled, failed, or reversed).

• Trigger
  New Payment Event

  Triggers when a payment event occurs (created, authorised need, success, cancelled, or failure).

• Trigger
  New Refund Event

  Triggers when a refund event occurs (created, success, failure, cancelled, or reversed).

• Trigger
  New Subscription Activated

  Triggers when a subscription becomes active.

• Trigger
  New Subscription Event

  Triggers when a subscription event occurs (created, activated, updated, cancelled, expired, etc.).

• Trigger
  New Subscription Onetime Addon Event

  Triggers when a subscription onetime addon event occurs (created, success, cancelled, or expired).

• Trigger
  New Subscription Pending Update Event

  Triggers when a subscription pending update event occurs (create, success, or cancelled).

• Trigger
  New User Event

  Triggers when a user event occurs (created, updated, metric update, or subscription update).

• Trigger
  New User Plan Change

  Triggers when a user subscription or subscription change occurs.

• Action
  Add Discount Code

  Create a new discount/promo code. Endpoint: POST /merchant/discount/new (New Discount Code).

• Action
  Add Invoice

  Create a new invoice. Endpoint: POST /merchant/invoice/new (New Invoice).

• Action
  Add Payment

  Record/create a new payment. Endpoint: POST /merchant/payment/new (New Payment).

• Action
  Add Plan

  Create a new subscription plan. Endpoint: POST /merchant/plan/new (Create Plan).

• Action
  Add Product

  Create a new product. Endpoint: POST /merchant/product/new (Create Product).

• Action
  Add Subscription

  Create a new subscription for a user against a plan. Endpoint: POST /merchant/subscription/new (Create Subscription).

• Action
  Add User

  Create a new customer/user record in UniBee. Endpoint: POST /merchant/user/new (New User).

• Action
  Cancel Subscription

  Cancel a subscription immediately. Endpoint: POST /merchant/subscription/cancel (Cancel Subscription Immediately).

• Action
  Get Invoice

  Fetch a single invoice's detail by invoice id. Endpoint: GET /merchant/invoice/detail (Invoice Detail).

• Action
  Get Payment

  Fetch a single payment's detail by payment id. Endpoint: GET /merchant/payment/detail (Payment Detail).

• Action
  Get Plan

  Fetch a single plan's detail by plan id. Endpoint: GET /merchant/plan/detail (Plan Detail).

• Action
  Get Subscription

  Fetch a single subscription's detail by subscription id. Endpoint: GET /merchant/subscription/detail (Subscription Detail).

• Action
  Get User

  Fetch a single user's profile by user id. Endpoint: GET /merchant/user/profile (Get User Profile).

• Action
  List Discount Codes

  List discount codes with pagination/filters. Endpoint: GET /merchant/discount/list (Get Discount Code List).

• Action
  List Products

  List products with pagination/filters. Endpoint: GET /merchant/product/list (Get Product List).

• Action
  List Users

  List/search customer users with pagination. Endpoint: GET /merchant/user/list (User List).

• Action
  Update User

  Update an existing user's profile fields. Endpoint: POST /merchant/user/update_profile (Update User Profile).

• 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.