Freshworks CRM

Operations 53

• Bulk Assign Contact Owner
  Assign a list of contacts to one owner in a single request.
  freshworks_crm.bulk_assign_contact_owner
• Bulk Delete Accounts
  Delete several sales accounts in one request and report which ids Freshworks actually removed.
  freshworks_crm.bulk_delete_accounts
• Bulk Delete Contacts
  Delete several contacts in one request and report which ids Freshworks actually removed.
  freshworks_crm.bulk_delete_contacts
• Bulk Delete Deals
  Delete several deals in one request and report which ids Freshworks actually removed.
  freshworks_crm.bulk_delete_deals
• Bulk Upsert Accounts
  Create or update up to 100 sales accounts in one request, which Freshworks runs as a background job.
  freshworks_crm.bulk_upsert_accounts
• Bulk Upsert Contacts
  Create or update up to 100 contacts in one request, which Freshworks runs as a background job.
  freshworks_crm.bulk_upsert_contacts
• Bulk Upsert Deals
  Create or update up to 100 deals in one request, which Freshworks runs as a background job.
  freshworks_crm.bulk_upsert_deals
• Complete Task
  Mark a task as done, which is the status 1 Freshworks writes for completed.
  freshworks_crm.complete_task
• Create Account
  Create a sales account, the company record deals and contacts hang off.
  freshworks_crm.create_account
• Create Appointment
  Book an appointment. Freshworks requires a title and a start and end timestamp, and can attach it to a contact, sales account or deal.
  freshworks_crm.create_appointment
• Create Contact
  Create a contact. Freshworks requires at least one of an email address, a mobile number or a Twitter handle to identify the person.
  freshworks_crm.create_contact
• Create Deal
  Create a deal. Freshworks requires a name, an amount and the sales account the deal belongs to.
  freshworks_crm.create_deal
• Create Note
  Attach a note to a contact, a sales account or a deal.
  freshworks_crm.create_note
• Create Task
  Create a task against a contact, sales account or deal. Freshworks requires a title, a due date, an owner and the record the task is for.
  freshworks_crm.create_task
• Delete Account
  Delete a sales account. This is Freshworks' ordinary delete, which the account can still restore; use the Forget node for an irreversible erase.
  freshworks_crm.delete_account
• Delete Appointment
  Delete an appointment from the Freshworks calendar.
  freshworks_crm.delete_appointment
• Delete Contact
  Delete a contact. This is Freshworks' ordinary delete, which the account can still restore; use the Forget node for an irreversible erase.
  freshworks_crm.delete_contact
• Delete Deal
  Delete a deal. This is Freshworks' ordinary delete, which the account can still restore; use the Forget node for an irreversible erase.
  freshworks_crm.delete_deal
• Delete Note
  Delete a note from the record it is attached to.
  freshworks_crm.delete_note
• Delete Task
  Delete a task; Freshworks answers with the task it removed.
  freshworks_crm.delete_task
• Filtered Search Contacts
  Find contacts that exactly match a set of attribute rules, which Freshworks documents for contacts only.
  freshworks_crm.filtered_search_contacts
• Forget Account
  Permanently erase a sales account and everything associated with it, which is the GDPR 'forget' operation and cannot be undone.
  freshworks_crm.forget_account
• Forget Contact
  Permanently erase a contact and everything associated with it, which is the GDPR 'forget' operation and cannot be undone.
  freshworks_crm.forget_contact
• Forget Deal
  Permanently erase a deal and everything associated with it, which is the GDPR 'forget' operation and cannot be undone.
  freshworks_crm.forget_deal
• Get Account
  Fetch one sales account by its Freshworks id.
  freshworks_crm.get_account
• Get Appointment
  Fetch one appointment by its Freshworks id.
  freshworks_crm.get_appointment
• Get Contact
  Fetch one contact by its Freshworks id.
  freshworks_crm.get_contact
• Get Deal
  Fetch one deal by its Freshworks id.
  freshworks_crm.get_deal
• Get Bulk Job Status
  Read how a bulk upsert ended: whether it is still running, how many records succeeded and failed, and the reason for each failure.
  freshworks_crm.get_job_status
• Get Task
  Fetch one task by its Freshworks id.
  freshworks_crm.get_task
• List Account Fields
  List every field defined on the sales account form, including custom fields and their choices, so a workflow can build a valid payload.
  freshworks_crm.list_account_fields
• List Account Views
  List the saved sales account views (Freshworks calls them filters) with the ids the listing node needs.
  freshworks_crm.list_account_views
• List Accounts
  Fetch one page of sales accounts from a saved view. Freshworks lists records only through a view, so take the view id from the List Views node first.
  freshworks_crm.list_accounts
• List Appointments
  List appointments in one of Freshworks' appointment filters. Exactly one filter applies per request.
  freshworks_crm.list_appointments
• List Contact Activities
  Read the activity feed Freshworks keeps for one contact.
  freshworks_crm.list_contact_activities
• List Contact Fields
  List every field defined on the contact form, including custom fields and their choices, so a workflow can build a valid payload.
  freshworks_crm.list_contact_fields
• List Contact Views
  List the saved contact views (Freshworks calls them filters) with the ids the listing node needs.
  freshworks_crm.list_contact_views
• List Contacts
  Fetch one page of contacts from a saved view. Freshworks lists records only through a view, so take the view id from the List Views node first.
  freshworks_crm.list_contacts
• List Deal Fields
  List every field defined on the deal form, including custom fields and their choices, so a workflow can build a valid payload.
  freshworks_crm.list_deal_fields
• List Deal Views
  List the saved deal views (Freshworks calls them filters) with the ids the listing node needs.
  freshworks_crm.list_deal_views
• List Deals
  Fetch one page of deals from a saved view. Freshworks lists records only through a view, so take the view id from the List Views node first.
  freshworks_crm.list_deals
• List Tasks
  List tasks in one of Freshworks' task filters. Exactly one filter applies per request; Freshworks does not combine them.
  freshworks_crm.list_tasks
• Lookup By Field
  Find records whose named field exactly equals a value, which is how a workflow resolves an email address to a contact.
  freshworks_crm.lookup
• Search
  Search records by name or email across the entities you name, which is the same search the Freshworks search box runs.
  freshworks_crm.search
• Update Account
  Change fields on an existing sales account.
  freshworks_crm.update_account
• Update Appointment
  Change fields on an existing appointment.
  freshworks_crm.update_appointment
• Update Contact
  Change fields on an existing contact.
  freshworks_crm.update_contact
• Update Deal
  Change fields on an existing deal.
  freshworks_crm.update_deal