Actions

120 actions

Action

Description

Create Contact

Creates a new contact in Freshsales.

Get Contact

Retrieves a contact by ID from Freshsales.

List Contacts

Lists contacts from a specific view in Freshsales.

List Contact Views

Lists all available contact views (filters) in Freshsales.

Update Contact

Updates an existing contact in Freshsales.

Upsert Contact

Creates or updates a contact based on a unique identifier in Freshsales.

Bulk Upsert Contacts

Creates or updates multiple contacts in bulk in Freshsales.

Bulk Assign Contact Owner

Assigns an owner to multiple contacts at once in Freshsales.

Clone Contact

Creates a copy of an existing contact in Freshsales.

Delete Contact

Deletes a contact by ID from Freshsales.

Forget Contact (Hard Delete)

Permanently and irreversibly deletes all data for a contact in Freshsales.

Bulk Delete Contacts

Deletes multiple contacts at once in Freshsales.

Manage Contact Team Members

Adds or removes team members associated with a contact in Freshsales.

List Contact Activities

Lists all sales activities associated with a contact in Freshsales.

Create Sales Account

Creates a new sales account (company) in Freshsales.

Get Sales Account

Retrieves a sales account by ID from Freshsales.

List Sales Accounts

Lists sales accounts from a specific view in Freshsales.

List Sales Account Views

Lists all available sales account views (filters) in Freshsales.

Update Sales Account

Updates an existing sales account in Freshsales.

Upsert Sales Account

Creates or updates a sales account based on a unique identifier in Freshsales.

Bulk Upsert Sales Accounts

Creates or updates multiple sales accounts in bulk in Freshsales.

Clone Sales Account

Creates a copy of an existing sales account in Freshsales.

Delete Sales Account

Deletes a sales account by ID from Freshsales.

Forget Sales Account (Hard Delete)

Permanently and irreversibly deletes all data for a sales account in Freshsales.

Bulk Delete Sales Accounts

Deletes multiple sales accounts at once in Freshsales.

Manage Sales Account Team Members

Adds or removes team members associated with a sales account in Freshsales.

Create Deal

Creates a new deal in Freshsales.

Get Deal

Retrieves a deal by ID from Freshsales.

List Deals

Lists deals from a specific view in Freshsales.

List Deal Views

Lists all available deal views (filters) in Freshsales.

Update Deal

Updates an existing deal in Freshsales.

Upsert Deal

Creates or updates a deal based on a unique identifier in Freshsales.

Bulk Upsert Deals

Creates or updates multiple deals in bulk in Freshsales.

Clone Deal

Creates a copy of an existing deal in Freshsales.

Delete Deal

Deletes a deal by ID from Freshsales.

Forget Deal (Hard Delete)

Permanently and irreversibly deletes all data for a deal in Freshsales.

Bulk Delete Deals

Deletes multiple deals at once in Freshsales.

Manage Deal Team Members

Adds or removes team members associated with a deal in Freshsales.

Create Task

Creates a new task in Freshsales.

Get Task

Retrieves a task by ID from Freshsales.

List Tasks

Lists tasks from Freshsales filtered by status.

Update Task

Updates an existing task in Freshsales.

Delete Task

Deletes a task by ID from Freshsales.

Create Appointment

Creates a new appointment in Freshsales.

Get Appointment

Retrieves an appointment by ID from Freshsales.

List Appointments

Lists filtered appointments from Freshsales. The filter parameter is mandatory.

Update Appointment

Updates an existing appointment in Freshsales.

Delete Appointment

Deletes an appointment by ID from Freshsales.

Create Document

Creates a new CPQ document in Freshsales.

Get Document

Retrieves a CPQ document by ID from Freshsales.

Update Document

Updates an existing CPQ document in Freshsales.

Bulk Update Documents

Updates multiple CPQ documents in bulk in Freshsales.

Bulk Assign Document Owner

Assigns an owner to multiple CPQ documents in bulk in Freshsales.

Delete Document

Deletes a CPQ document by ID from Freshsales.

Restore Document

Restores a deleted CPQ document by ID in Freshsales.

Bulk Delete Documents

Deletes multiple CPQ documents in bulk in Freshsales.

Bulk Restore Documents

Restores multiple deleted CPQ documents in bulk in Freshsales.

Forget Document

Permanently deletes a CPQ document and all associated data from Freshsales.

Update Document Products

Adds, updates, or removes products associated with a CPQ document in Freshsales.

Get Document Related Products

Lists all products associated with a CPQ document in Freshsales.

Create File

Uploads and attaches a file to a contact, sales account, deal, or product in Freshsales.

Create File Link

Attaches a file link (URL) to a contact, sales account, or deal in Freshsales.

List Contact Files

Lists all files and links attached to a contact in Freshsales.

List Deal Files

Lists all files and links attached to a deal in Freshsales.

List Sales Account Files

Lists all files and links attached to a sales account in Freshsales.

Get Job Status

Retrieves the status and details of a background job in Freshsales.

Create Note

Creates a new note associated with a contact, deal, or sales account in Freshsales.

Update Note

Updates the content of an existing note in Freshsales.

Delete Note

Deletes a note by ID from Freshsales.

Create Product

Creates a new product in Freshsales.

Get Product

Retrieves a product by ID from Freshsales.

Update Product

Updates an existing product in Freshsales.

Bulk Update Products

Updates multiple products in bulk in Freshsales.

Bulk Assign Product Owner

Assigns an owner to multiple products in bulk in Freshsales.

Delete Product

Deletes a product by ID from Freshsales.

Restore Product

Restores a deleted product by ID in Freshsales.

Bulk Delete Products

Deletes multiple products in bulk in Freshsales.

Bulk Restore Products

Restores multiple deleted products in bulk in Freshsales.

Manage Product Prices

Adds, updates, or removes prices for a product in Freshsales.

Update Deal Products

Adds, updates, or removes products associated with a deal in Freshsales.

Create Sales Activity

Creates a new sales activity in Freshsales.

Get Sales Activity

Retrieves a sales activity by ID from Freshsales.

List Sales Activities

Lists all sales activities from Freshsales.

Update Sales Activity

Updates an existing sales activity in Freshsales.

Delete Sales Activity

Deletes a sales activity by ID from Freshsales.

Create List

Creates a new marketing list in Freshsales.

List Lists

Lists all marketing lists in Freshsales.

Update List

Updates the name of a marketing list in Freshsales.

List Contacts In List

Lists all contacts belonging to a specific marketing list in Freshsales.

Add Contacts To List

Adds contacts to a marketing list in Freshsales.

Remove Contacts From List

Removes contacts from a marketing list in Freshsales.

Move Contacts Between Lists

Moves contacts from one marketing list to another in Freshsales.

Searches for records by name or email address in Freshsales.

Filtered Search Contact

Searches for contacts matching exact filter criteria in Freshsales.

Lookup

Looks up records by exact field value match in Freshsales.

List Owners

Lists all users who can be set as record owners in Freshsales.

List Territories

Lists all territories defined in Freshsales.

List Deal Stages

Lists all deal stages for the default pipeline in Freshsales.

List Deal Stages For Pipeline

Lists all deal stages for a specific pipeline in Freshsales.

List Deal Pipelines

Lists all deal pipelines in Freshsales.

List Currencies

Lists all currencies configured in Freshsales.

List Deal Reasons

Lists all deal loss reasons in Freshsales.

List Deal Types

Lists all deal types (classifications) in Freshsales.

List Lead Sources

Lists all lead sources defined in Freshsales.

List Industry Types

Lists all industry types available in Freshsales.

List Business Types

Lists all business types defined in Freshsales.

List Campaigns

Lists all campaigns in Freshsales.

List Deal Payment Statuses

Lists all deal payment statuses in Freshsales.

List Deal Products

Lists all products available for deals in Freshsales.

List Contact Statuses

Lists all contact statuses in Freshsales.

List Lifecycle Stages

Lists all lifecycle stages in Freshsales.

List Sales Activity Types

Lists all sales activity types in Freshsales.

List Sales Activity Outcomes

Lists all sales activity outcomes in Freshsales.

List Sales Activity Entity Types

Lists all sales activity entity types in Freshsales.

List Outcomes For Activity Type

Lists all outcomes for a specific sales activity type in Freshsales.

List Designations

Lists all team designations in Freshsales.

List Contact Fields

Lists all field definitions for contacts in Freshsales.

List Deal Fields

Lists all field definitions for deals in Freshsales.

List Sales Account Fields

Lists all field definitions for sales accounts in Freshsales.

List Sales Activity Fields

Lists all field definitions for sales activities in Freshsales.