Freshsales
Aynı zamanda bir ajan aracıFreshworks CRM (Freshsales Suite): manage contacts, sales accounts, deals, leads, tasks, appointments, notes, sales activities, and products; search, list saved views, and read CRM selector lists.
76 eylemler · 1 tetikleyiciler
Freshsales entegrasyonu — 76 aksiyon ve 1 tetikleyici ile Freshsales'ı otomasyonlarına bağla; her aksiyon aynı zamanda bir AI agent aracı. Örnek: List Owners, List Contacts (by View), Get Contact, Create Contact, Update Contact. Boş bir tuvalde uğraşmadan — bağla ve workflow'larında kullan.
Aşağıdaki her eylem, bir AI ajanının da çağırabileceği bir araçtır — aynı pack hem iş akışlarınızı hem ajanlarınızı çalıştırır.
Tetikleyiciler 1
Freshsales üzerinde bir iş akışını başlatabilen olaylar.
New or updated Freshsales contacts (polled)
Polls /contacts/view/{view_id} on a schedule with sort=updated_at&sort_type=asc, paging by page number.
Eylemler 76
Zervanor'un Freshsales üzerinde yapabilecekleri.
Selector15
List Owners
List CRM users/owners (GET /selector/owners). Safe identity/connectivity probe.
List Currencies
List configured currencies (GET /selector/currencies).
List Deal Stages
List deal stages (GET /selector/deal_stages).
List Deal Pipelines
List deal pipelines (GET /selector/deal_pipelines).
List Deal Reasons
List deal lost/won reasons (GET /selector/deal_reasons).
List Deal Types
List deal types (GET /selector/deal_types).
List Industry Types
List industry types (GET /selector/industry_types).
List Business Types
List business types (GET /selector/business_types).
List Lead Sources
List lead sources (GET /selector/lead_sources).
List Lifecycle Stages
List contact lifecycle stages (GET /selector/lifecycle_stages).
List Contact Statuses
List contact statuses (GET /selector/contact_status).
List Territories
List territories (GET /selector/territories).
List Sales Activity Types
List sales activity types (GET /selector/sales_activity_types).
List Sales Activity Outcomes
List sales activity outcomes (GET /selector/sales_activity_outcomes).
List Sales Activity Entity Types
List sales activity entity types (GET /selector/sales_activity_entity_types).
Contacts11
List Contacts (by View)
List contacts filtered by a saved view (GET /contacts/view/{view_id}). Supports page, sort, sort_type; use sort=updated_at sort_type=asc for polling.
Get Contact
Get a contact by id (GET /contacts/{id}).
Create Contact
Create a contact (POST /contacts). Body wraps fields under a 'contact' object.
Update Contact
Update a contact (PUT /contacts/{id}). Body wraps changed fields under a 'contact' object.
Upsert Contact
Create or update a contact by a unique identity field (POST /contacts/upsert). Use the unique_identifier param to match an existing contact.
Delete Contact
Move a contact to the recycle bin (DELETE /contacts/{id}).
Forget Contact (GDPR)
Permanently delete (forget) a contact for GDPR compliance (DELETE /contacts/{id}/forget).
Clone Contact
Clone an existing contact (POST /contacts/{id}/clone).
Bulk Delete Contacts
Delete multiple contacts by id list (POST /contacts/bulk_destroy).
Get Contact Activities
Get a contact's activity timeline (GET /contacts/{id}/activities/all).
List Contact Views
List saved contact views/filters (GET /contacts/filters).
Deals9
List Deals (by View)
List deals filtered by a saved view (GET /deals/view/{view_id}).
Get Deal
Get a deal by id (GET /deals/{id}).
Create Deal
Create a deal (POST /deals).
Update Deal
Update a deal (PUT /deals/{id}). Also used to change a deal's stage by setting deal_stage_id.
Delete Deal
Delete a deal (DELETE /deals/{id}).
Clone Deal
Clone a deal (POST /deals/{id}/clone).
Bulk Delete Deals
Delete multiple deals (POST /deals/bulk_destroy).
Get Deal Products
Get the products (line items) on a deal (GET /deals/{id}/products).
List Deal Views
List saved deal views/filters (GET /deals/filters).
Sales Accounts8
List Sales Accounts (by View)
List sales accounts filtered by a saved view (GET /sales_accounts/view/{view_id}).
Get Sales Account
Get a sales account by id (GET /sales_accounts/{id}).
Create Sales Account
Create a sales account (POST /sales_accounts).
Update Sales Account
Update a sales account (PUT /sales_accounts/{id}).
Delete Sales Account
Delete a sales account (DELETE /sales_accounts/{id}).
Clone Sales Account
Clone a sales account (POST /sales_accounts/{id}/clone).
Bulk Delete Sales Accounts
Delete multiple sales accounts (POST /sales_accounts/bulk_destroy).
List Sales Account Views
List saved sales-account views/filters (GET /sales_accounts/filters).
Appointments5
List Appointments
List appointments (GET /appointments). Filter by past/upcoming.
Get Appointment
Get an appointment by id (GET /appointments/{id}).
Create Appointment
Create an appointment (POST /appointments).
Update Appointment
Update an appointment (PUT /appointments/{id}).
Delete Appointment
Delete an appointment (DELETE /appointments/{id}).
Leads5
List Leads (by View)
List leads filtered by a saved view (GET /leads/view/{view_id}). Available on Suite accounts that have the Leads module enabled.
Get Lead
Get a lead by id (GET /leads/{id}).
Create Lead
Create a lead (POST /leads).
Update Lead
Update a lead (PUT /leads/{id}).
Delete Lead
Delete a lead (DELETE /leads/{id}).
Products5
List Products
List products in the product catalog (GET /products).
Get Product
Get a product by id (GET /products/{id}).
Create Product
Create a product (POST /products).
Update Product
Update a product (PUT /products/{id}).
Delete Product
Delete a product (DELETE /products/{id}).
Sales Activities5
List Sales Activities
List sales activities (GET /sales_activities).
Get Sales Activity
Get a sales activity by id (GET /sales_activities/{id}).
Create Sales Activity
Log a sales activity (POST /sales_activities).
Update Sales Activity
Update a sales activity (PUT /sales_activities/{id}).
Delete Sales Activity
Delete a sales activity (DELETE /sales_activities/{id}).
Tasks5
List Tasks
List tasks (GET /tasks). Filter by filter (open/due today/overdue/completed) and include for associations.
Get Task
Get a task by id (GET /tasks/{id}).
Create Task
Create a task (POST /tasks).
Update Task
Update a task, e.g. mark completed (PUT /tasks/{id}).
Delete Task
Delete a task (DELETE /tasks/{id}).
Notes3
Create Note
Create a note attached to a CRM record (POST /notes).
Update Note
Update a note (PUT /notes/{id}).
Delete Note
Delete a note (DELETE /notes/{id}).
Settings3
List Contact Fields
List all contact fields, including custom fields (GET /settings/contacts/fields).
List Sales Account Fields
List sales account fields, including custom (GET /settings/sales_accounts/fields).
List Deal Fields
List deal fields, including custom (GET /settings/deals/fields).
Lookup1
Lookup by Field
Lookup records by a field value, e.g. find a contact by email (GET /lookup).
Search1
Search
Full-text search across CRM entities (GET /search). Provide q and entities.
Aramanızla eşleşen bir şey yok.
Freshsales kullanan Çözüm Şablonları
Freshsales ile kendi otomasyonunu görsel tasarımcıda kur.
Sıkça sorulan sorular
Freshsales ile neler otomatikleştirebilirim?
76 aksiyon var — örneğin: List Owners, List Contacts (by View), Get Contact, Create Contact, Update Contact ve daha fazlası.
Hangi Freshsales olayları bir workflow başlatabilir?
1 tetikleyici — örneğin: New or updated Freshsales contacts (polled).
Freshsales bir AI agent aracı olarak kullanılabilir mi?
Evet. Freshsales'ın her aksiyonu otomatik olarak bir AI agent aracına dönüşür — aynı pack hem workflow'larını hem agent'larını besler.
Freshsales entegrasyonu nasıl modellenir?
Freshsales sürümlü bir connector pack olarak modellenir; muhakeme gerektiren adımlar workflow'larla aynı runtime'da barınan first-party agent'lara düşer.