Search

freshworks_crm.search
ActionCRM & salesconnection required

Calls the Freshworks CRM API with the connection's credentials.

Search records by name or email across the entities you name, which is the same search the Freshworks search box runs.

Connection

Required
Yes — the node will not save without one
Auth type
API key
Providers
Freshworks CRM
Secret shape
the API key, or {"api_key": "…"}
Config it needs
bundle_alias, domain, base_url
Resolved by
config.connection_id, else node.connection_id

Configuration

3 fields, 2 required. A dotted path is a nested object and name[] an array of objects — the editor renders the same tree.

FieldTypeRequiredDefaultConstraintsExample
query
The text to search for.
stringYes———
entities
Comma-separated entities to search, from user, contact, sales_account and deal, or a custom module's own entity name.
stringYes——contact
per_page
How many results to return; Freshworks defaults to 10 and allows at most 100.
numberNo101–100—

Example configuration

Every value below is the contract’s own example or default — nothing invented.

{
  "entities": "contact",
  "per_page": 10
}

Output

One shape.

result

FieldTypeExample
items
The matches, each carrying its own 'type'.
array—
count
How many matches were returned.
number—
{
  "count": 0,
  "items": []
}

Notes

  • Freshworks answers with an empty array when the entity name is wrong (for instance 'contacts' instead of 'contact') rather than reporting an error.

See Search run in a workflow.

In a technical demo we add the Freshworks CRM connection, drop the node on the canvas and let Workflow Health pre-flight it before the first real run.