Integration
Connect Uplup to Freshworks CRM
When something happens in Uplup, 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.
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What do you want Uplup and Freshworks CRM 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 7 triggers · 34 actions
Trigger
New ResponseTriggers when someone submits a response to a quiz or form in Uplup. Includes all answers, contact info, and quiz-specific data like score and result.
Action
Add fieldAdd a new field to a form at an optional position. POST /api/v1/forms/{form_id}/fields.
Action
Add formCreate a new form or quiz with optional fields, styling, and quiz settings. POST /api/v1/forms.
Action
Add wheelCreate a new spinning wheel with customizable entries, settings, and appearance. POST /api/v1/wheels.
Action
Add wheel entriesAppend one or more entries to a wheel without replacing the existing list. POST /api/v1/wheels/{wheel_id}/entries.
Action
Delete fieldRemove a field from the form. DELETE /api/v1/forms/{form_id}/fields/{field_id}.
Action
Delete formPermanently delete a form and all associated data. DELETE /api/v1/forms/{form_id}.
Action
Delete wheelPermanently delete a wheel and all its associated data including spin history. DELETE /api/v1/wheels/{wheel_id}.
Action
Get formRetrieve a single form with all its fields, pages, styling, and settings. GET /api/v1/forms/{form_id}.
Action
Get wheelRetrieve detailed information about a specific wheel including all entries and settings. GET /api/v1/wheels/{wheel_id}.
Action
List fieldsGet all fields for a form, ordered by position. GET /api/v1/forms/{form_id}/fields.
Action
List formsReturn a paginated list of all forms and quizzes in the account. GET /api/v1/forms.
Action
List submissionsGet paginated submissions for a form with optional filtering (limit, since). GET /api/v1/forms/{form_id}/submissions.
Action
List wheelsRetrieve a paginated list of all wheels belonging to the account. GET /api/v1/wheels.
Action
Spin wheelProgrammatically spin a wheel and get a randomly selected winner; the spin is recorded to the wheel's results history. POST /api/v1/wheels/{wheel_id}/spin.
Action
Update fieldUpdate field properties; only provided fields are modified. PATCH /api/v1/forms/{form_id}/fields/{field_id}.
Action
Update formUpdate form properties; only provided fields are modified. PATCH /api/v1/forms/{form_id}.
Action
Update wheelUpdate an existing wheel's title, entries, settings, and appearance. PUT /api/v1/wheels/{wheel_id}.
Trigger
New AccountPolling trigger: fires when a new sales account is created. Sorted by created_at descending.
Trigger
New ContactPolling trigger: fires when a new contact is created. Sorted by created_at descending.
Trigger
New DealPolling trigger: fires when a new deal is created. Sorted by created_at descending.
Trigger
New or Updated AccountPolling trigger: fires when a sales account is created or updated. Sorted by updated_at descending.
Trigger
New or Updated ContactPolling trigger: fires when a contact is created or updated. Sorted by updated_at descending.
Trigger
New or Updated DealPolling trigger: fires when a deal is created or updated. Sorted by updated_at descending.
Action
Add Note to ContactAdds a note to a contact (targetable_type=Contact) in Freshworks CRM.
Action
Create AccountCreates a new sales account in Freshworks CRM.
Action
Create AppointmentCreates an appointment in Freshworks CRM. from_date/end_date are ISO8601.
Action
Create ContactCreates a new contact in Freshworks CRM.
Action
Create DealCreates a new deal in Freshworks CRM.
Action
Create TaskCreates a task in Freshworks CRM. due_date is epoch milliseconds; targetable_type e.g. Contact/Deal/SalesAccount.
Action
Find Account by NameLooks up a sales account by name using the lookup endpoint.
Action
Find Contact by EmailLooks up a contact by email address using the lookup endpoint.
Action
Find deal by custom fieldSearches 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 nameSearches 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 nameSearches 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 nameSearches 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 AccountRetrieves a sales account by ID in Freshworks CRM.
Action
Get ContactRetrieves a contact by ID in Freshworks CRM.
Action
Get DealRetrieves a deal by ID in Freshworks CRM.
Action
Update ContactUpdates an existing contact by ID in Freshworks CRM.
Action
Update DealUpdates 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.
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