FreshSales

Triggers

No triggers available

Actions

• Create Contact

  Create a new contact in FreshSales. At least first_name and last_name OR email OR mobile_number is required.

• Get Contact

  Retrieve a contact by ID from FreshSales

• Get All Contacts

  List all contacts by view in FreshSales with pagination

• Update Contact

  Update an existing contact in FreshSales

• Delete Contact

  Delete a contact in FreshSales (soft delete)

• Upsert Contact

  Create or update a contact based on unique identifier (email, mobile_number, or external_id)

• Clone Contact

  Clone an existing contact in FreshSales with optional data overrides

• Forget Contact

  Permanently delete a contact from FreshSales (GDPR compliance - hard delete)

• Get Contact Filters

  Get all contact filters/views from FreshSales

• Get Contact Fields

  Get all contact field definitions from FreshSales

• Get Contact Activities

  Get activities for a contact in FreshSales

• Create Account

  Create a new sales account in FreshSales

• Get Account

  Retrieve a specific sales account by ID

• Get All Accounts

  Retrieve all sales accounts from a specific view

• Update Account

  Update an existing sales account

• Delete Account

  Delete a sales account (soft delete)

• Forget Account

  Permanently delete a sales account (hard delete)

• Clone Account

  Clone an existing sales account

• Upsert Account

  Create or update a sales account based on unique identifier

• Get Account Filters

  Retrieve all available account filters/views

• Get Account Fields

  Retrieve all sales account field definitions

• Create Deal

  Create a new deal in FreshSales

• Get Deal

  Retrieve a specific deal by ID

• Update Deal

  Update an existing deal

• Delete Deal

  Delete a deal (soft delete)

• Forget Deal

  Permanently delete a deal (hard delete)

• Clone Deal

  Clone an existing deal

• Upsert Deal

  Create or update a deal based on unique identifier

• Get Deal Filters

  Get all deal filters/views

• Get Deal Fields

  Get all deal fields

• Create Note

  Create a note for a contact, account, or deal

• Update Note

  Update an existing note

• Delete Note

  Delete a note

• Create Task

  Create a new task for a contact, account, or deal

• Get Task

  Get a task by ID

• Get All Tasks

  Get filtered tasks

• Update Task

  Update an existing task

• Mark Task as Done

  Mark a task as completed

• Delete Task

  Delete a task