About this integration
Sales CRM for contacts, accounts, deals, tasks, and appointments — search records, update the pipeline, and watch new contacts and deals. This integration exposes its full API as workflow modules.
The integration includes 3 triggers, 55 search modules and 76 actions. Connections use basic authentication.
How to connect
The credential form asks for Domain, API Key, and Host.
Prefer the interactive builder form? Open it on the app page.
Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.
| Field | Type | Help |
|---|---|---|
DomainRequired | text | Bundle alias only — no https:// and no host suffix. Example: widgetz. |
API KeyRequired | password | Profile Settings → API Settings → Your API key. Sent as Authorization: Token token=…. |
HostRequired | select | Match the host in your CRM URL. |
Use it in workflow automation
Start with Watch Contacts, then add Add Contacts to List.
Triggers, searches and actions
Browse every Freshworks CRM module field below: 3 triggers, 55 searchs, and 76 actions you can drop onto the canvas.
Triggers
This integration includes 3 triggers — start a workflow the moment something changes in the app.
- Watch Contacts
- Watch Deals
- Watch Tasks
Searches
Use any of 55 search modules to retrieve records without leaving the workflow canvas.
- Filtered Search Contacts
- Get Account
- Get Appointment
- Get Contact
- Get Custom Record
Actions
This integration includes 76 action modules — create, update, or delete records as part of any workflow.
- Add Contacts to List
- Bulk Assign Contact Owner
- Bulk Assign Document Owner
- Bulk Assign Product Owner
- Bulk Delete Accounts
Explore the fields available for each Freshworks CRM trigger, search, and action.
Triggers
| Field | Type |
|---|---|
View IdRequired | choice |
LimitRequired | number |
| Field | Type |
|---|---|
Partial | boolean |
Id | number |
Job Title | text |
Lead Score | number |
Email | text |
Work Number | text |
Mobile Number | text |
Open Deals Amount | text |
Display Name | text |
| Field | Type |
|---|---|
View IdRequired | choice |
LimitRequired | number |
| Field | Type |
|---|---|
Id | number |
Name | text |
Amount | text |
Expected Close | text |
Closed Date | text |
Stage Updated Time | date |
Custom Field | text |
Probability | number |
Updated At | date |
| Field | Type |
|---|---|
FilterRequired | choice |
LimitRequired | number |
| Field | Type |
|---|---|
Id | number |
Status | number |
Title | text |
Description | text |
Created At | date |
Updated At | date |
Owner Id | number |
Due Date | date |
Creater Id | number |
Searches
| Field | Type |
|---|---|
FilterRequired | text |
LimitRequired | number |
| Field | Type |
|---|---|
Partial | boolean |
Id | number |
Job Title | text |
Lead Score | number |
Email | text |
Work Number | text |
Mobile Number | text |
Open Deals Amount | text |
Display Name | text |
| Field | Type |
|---|---|
IdRequired | choice |
| Field | Type |
|---|---|
Sales Account | text |
| Field | Type |
|---|---|
IdRequired | choice |
| Field | Type |
|---|---|
Appointment | text |
| Field | Type |
|---|---|
IdRequired | choice |
| Field | Type |
|---|---|
Contact | text |
| Field | Type |
|---|---|
Entity NameRequired | text |
IdRequired | text |
| Field | Type |
|---|---|
Cm Property | text |
| Field | Type |
|---|---|
IdRequired | choice |
| Field | Type |
|---|---|
Deal | text |
| Field | Type |
|---|---|
IdRequired | text |
| Field | Type |
|---|---|
Cpq Document | text |
| Field | Type |
|---|---|
IdRequired | text |
| Field | Type |
|---|---|
Status | text |
Job Type Name | text |
Created At | date |
Status Updated At | date |
Progress | number |
Data | text |
| Field | Type |
|---|---|
IdRequired | text |
| Field | Type |
|---|---|
Product | text |
| Field | Type |
|---|---|
IdRequired | text |
LimitRequired | number |
| Field | Type |
|---|---|
Id | number |
Name | text |
Category | text |
Product Code | text |
Sku Number | text |
Is Active | boolean |
Owner Id | number |
Is Deleted | boolean |
Created At | date |
| Field | Type |
|---|---|
IdRequired | choice |
| Field | Type |
|---|---|
Sales Activity | text |
| Field | Type |
|---|---|
IdRequired | choice |
| Field | Type |
|---|---|
Task | text |
| Field | Type |
|---|---|
LimitRequired | number |
| Field | Type |
|---|---|
Name | text |
Type | text |
Label | text |
| Field | Type |
|---|---|
View IdRequired | choice |
LimitRequired | number |
| Field | Type |
|---|---|
Id | number |
Name | text |
Last Contacted | date |
Last Contacted Mode | text |
City | text |
State | text |
Country | text |
Open Deals Amount | text |
Avatar | text |
| Field | Type |
|---|---|
LimitRequired | number |
| Field | Type |
|---|---|
Id | number |
Name | text |
Model Class Name | text |
User Id | number |
Is Default | boolean |
Is Public | boolean |
Updated At | date |
| Field | Type |
|---|---|
FilterRequired | choice |
LimitRequired | number |
| Field | Type |
|---|---|
Id | number |
Title | text |
Description | text |
From Date | date |
End Date | date |
Time Zone | text |
Location | text |
Targetable Id | number |
Targetable Type | text |
| Field | Type |
|---|---|
LimitRequired | number |
| Field | Type |
|---|---|
Id | number |
Name | text |
| Field | Type |
|---|---|
LimitRequired | number |
| Field | Type |
|---|---|
Id | number |
Name | text |
| Field | Type |
|---|---|
IdRequired | choice |
LimitRequired | number |
| Field | Type |
|---|---|
Composite Id | text |
Action Type | text |
Created At | date |
User Activity | boolean |
Targetable Type | text |
Targetable Id | number |
Targetable Name | text |
User Id | number |
| Field | Type |
|---|---|
LimitRequired | number |
| Field | Type |
|---|---|
Name | text |
Type | text |
Label | text |
| Field | Type |
|---|---|
View IdRequired | choice |
LimitRequired | number |
| Field | Type |
|---|---|
Partial | boolean |
Id | number |
Job Title | text |
Lead Score | number |
Email | text |
Work Number | text |
Mobile Number | text |
Open Deals Amount | text |
Display Name | text |
| Field | Type |
|---|---|
IdRequired | choice |
LimitRequired | number |
| Field | Type |
|---|---|
Partial | boolean |
Id | number |
Job Title | text |
Lead Score | number |
Email | text |
Work Number | text |
Mobile Number | text |
Open Deals Amount | text |
Display Name | text |
| Field | Type |
|---|---|
LimitRequired | number |
| Field | Type |
|---|---|
Id | number |
Name | text |
| Field | Type |
|---|---|
LimitRequired | number |
| Field | Type |
|---|---|
Id | number |
Name | text |
Model Class Name | text |
User Id | number |
Is Default | boolean |
Is Public | boolean |
Updated At | date |
| Field | Type |
|---|---|
LimitRequired | number |
| Field | Type |
|---|---|
Id | number |
Name | text |
| Field | Type |
|---|---|
Entity TypeRequired | text |
LimitRequired | number |
| Field | Type |
|---|---|
Id | number |
Name | text |
| Field | Type |
|---|---|
LimitRequired | number |
| Field | Type |
|---|---|
Id | number |
Name | text |
Entity Name | text |
| Field | Type |
|---|---|
Entity NameRequired | text |
View IdRequired | text |
LimitRequired | number |
| Field | Type |
|---|---|
Id | number |
Name | text |
Owner Id | number |
Created At | date |
Updated At | date |
Record Type Id | text |
| Field | Type |
|---|---|
LimitRequired | number |
| Field | Type |
|---|---|
Name | text |
Type | text |
Label | text |
| Field | Type |
|---|---|
LimitRequired | number |
| Field | Type |
|---|---|
Id | number |
Name | text |
| Field | Type |
|---|---|
LimitRequired | number |
| Field | Type |
|---|---|
Id | number |
Name | text |
| Field | Type |
|---|---|
LimitRequired | number |
| Field | Type |
|---|---|
Id | number |
Name | text |
| Field | Type |
|---|---|
LimitRequired | number |
| Field | Type |
|---|---|
Id | number |
Name | text |
| Field | Type |
|---|---|
View IdRequired | choice |
LimitRequired | number |
| Field | Type |
|---|---|
Id | number |
Name | text |
Amount | text |
Expected Close | text |
Closed Date | text |
Stage Updated Time | date |
Custom Field | text |
Probability | number |
Updated At | date |
| Field | Type |
|---|---|
LimitRequired | number |
| Field | Type |
|---|---|
Id | number |
Name | text |
| Field | Type |
|---|---|
LimitRequired | number |
| Field | Type |
|---|---|
Id | number |
Name | text |
| Field | Type |
|---|---|
LimitRequired | number |
| Field | Type |
|---|---|
Id | number |
Name | text |
Model Class Name | text |
User Id | number |
Is Default | boolean |
Is Public | boolean |
Updated At | date |
| Field | Type |
|---|---|
LimitRequired | number |
| Field | Type |
|---|---|
Id | number |
Name | text |
| Field | Type |
|---|---|
IdRequired | choice |
| Field | Type |
|---|---|
Users | array |
Documents | array |
Document Links | array |
| Field | Type |
|---|---|
LimitRequired | number |
| Field | Type |
|---|---|
Id | number |
Name | text |
| Field | Type |
|---|---|
LimitRequired | number |
| Field | Type |
|---|---|
Id | number |
Name | text |
| Field | Type |
|---|---|
LimitRequired | number |
| Field | Type |
|---|---|
Id | number |
Name | text |
| Field | Type |
|---|---|
LimitRequired | number |
| Field | Type |
|---|---|
Id | number |
Name | text |
| Field | Type |
|---|---|
IdRequired | choice |
LimitRequired | number |
| Field | Type |
|---|---|
Id | number |
Name | text |
| Field | Type |
|---|---|
LimitRequired | number |
| Field | Type |
|---|---|
Id | number |
Display Name | text |
Email | text |
| Field | Type |
|---|---|
IdRequired | choice |
LimitRequired | number |
| Field | Type |
|---|---|
Id | number |
Name | text |
| Field | Type |
|---|---|
LimitRequired | number |
| Field | Type |
|---|---|
Id | number |
Title | text |
Notes | text |
Targetable Id | number |
Targetable Type | text |
Start Date | date |
End Date | date |
Owner Id | number |
Sales Activity Type Id | number |
| Field | Type |
|---|---|
LimitRequired | number |
| Field | Type |
|---|---|
Id | number |
Name | text |
| Field | Type |
|---|---|
LimitRequired | number |
| Field | Type |
|---|---|
Name | text |
Type | text |
Label | text |
| Field | Type |
|---|---|
LimitRequired | number |
| Field | Type |
|---|---|
Id | number |
Name | text |
| Field | Type |
|---|---|
LimitRequired | number |
| Field | Type |
|---|---|
Id | number |
Name | text |
| Field | Type |
|---|---|
FilterRequired | choice |
LimitRequired | number |
| Field | Type |
|---|---|
Id | number |
Status | number |
Title | text |
Description | text |
Created At | date |
Updated At | date |
Owner Id | number |
Due Date | date |
Creater Id | number |
| Field | Type |
|---|---|
LimitRequired | number |
| Field | Type |
|---|---|
Id | number |
Name | text |
| Field | Type |
|---|---|
ValueRequired | text |
FieldRequired | text |
EntitiesRequired | text |
| Field | Type |
|---|---|
Contacts | text |
| Field | Type |
|---|---|
QueryRequired | text |
LimitRequired | number |
Include | text |
| Field | Type |
|---|---|
Id | text |
Type | text |
Name | text |
Email | text |
Avatar | text |
Actions
| Field | Type |
|---|---|
List IdRequired | choice |
IdsRequired | array |
| Field | Type |
|---|---|
Ids | text |
| Field | Type |
|---|---|
Selected IdsRequired | array |
OwnerRequired | choice |
| Field | Type |
|---|---|
Message | text |
| Field | Type |
|---|---|
Selected IdsRequired | array |
OwnerRequired | choice |
| Field | Type |
|---|---|
Message | text |
| Field | Type |
|---|---|
Selected IdsRequired | array |
OwnerRequired | choice |
| Field | Type |
|---|---|
Message | text |
| Field | Type |
|---|---|
Selected IdsRequired | array |
Delete Associated Contacts And Deals | boolean |
| Field | Type |
|---|---|
Message | text |
| Field | Type |
|---|---|
Selected IdsRequired | array |
| Field | Type |
|---|---|
Message | text |
| Field | Type |
|---|---|
Entity NameRequired | text |
Selected IdsRequired | array |
| Field | Type |
|---|---|
Message | text |
| Field | Type |
|---|---|
Selected IdsRequired | array |
| Field | Type |
|---|---|
Message | text |
| Field | Type |
|---|---|
Selected IdsRequired | array |
| Field | Type |
|---|---|
Message | text |
| Field | Type |
|---|---|
Selected IdsRequired | array |
| Field | Type |
|---|---|
Message | text |
| Field | Type |
|---|---|
Selected IdsRequired | array |
| Field | Type |
|---|---|
Message | text |
| Field | Type |
|---|---|
Selected IdsRequired | array |
| Field | Type |
|---|---|
Message | text |
| Field | Type |
|---|---|
IdsRequired | array |
DocumentRequired | text |
| Field | Type |
|---|---|
Message | text |
| Field | Type |
|---|---|
IdsRequired | array |
ProductRequired | text |
| Field | Type |
|---|---|
Message | text |
| Field | Type |
|---|---|
Sales Accounts | text |
| Field | Type |
|---|---|
Message | text |
Job Status Url | text |
| Field | Type |
|---|---|
Contacts | text |
| Field | Type |
|---|---|
Message | text |
Job Status Url | text |
| Field | Type |
|---|---|
Deals | text |
| Field | Type |
|---|---|
Message | text |
Job Status Url | text |
| Field | Type |
|---|---|
IdRequired | choice |
Sales AccountRequired | text |
| Field | Type |
|---|---|
Sales Account | text |
| Field | Type |
|---|---|
IdRequired | choice |
ContactRequired | text |
| Field | Type |
|---|---|
Contact | text |
| Field | Type |
|---|---|
Entity NameRequired | text |
IdRequired | text |
Custom ModuleRequired | text |
| Field | Type |
|---|---|
Cm Property | text |
| Field | Type |
|---|---|
IdRequired | choice |
DealRequired | text |
| Field | Type |
|---|---|
Deal | text |
| Field | Type |
|---|---|
Sales AccountRequired | object |
NameRequired | text |
Address | text |
City | text |
State | text |
Zipcode | text |
Country | text |
Industry Type Id | number |
Business Type Id | number |
Number Of Employees | number |
Annual Revenue | number |
| Field | Type |
|---|---|
Sales Account | object |
Id | number |
Name | text |
Address | text |
City | text |
State | text |
Zipcode | text |
Country | text |
Number Of Employees | number |
Annual Revenue | number |
Website | text |
| Field | Type |
|---|---|
AppointmentRequired | text |
| Field | Type |
|---|---|
Appointment | text |
| Field | Type |
|---|---|
ContactRequired | object |
First Name | text |
Last Name | text |
Email | text |
Work Number | text |
Mobile Number | text |
Job Title | text |
Address | text |
City | text |
State | text |
Zipcode | text |
| Field | Type |
|---|---|
Contact | object |
Id | number |
First Name | text |
Last Name | text |
Display Name | text |
Avatar | text |
Job Title | text |
City | text |
State | text |
Zipcode | text |
Country | text |
| Field | Type |
|---|---|
Entity TypeRequired | text |
Form IdRequired | text |
FieldRequired | text |
| Field | Type |
|---|---|
Field | text |
| Field | Type |
|---|---|
Module CustomizationRequired | text |
| Field | Type |
|---|---|
Module Customization | text |
| Field | Type |
|---|---|
Entity NameRequired | text |
Custom ModuleRequired | text |
| Field | Type |
|---|---|
Cm Property | text |
| Field | Type |
|---|---|
DealRequired | object |
NameRequired | text |
AmountRequired | number |
Sales Account IdRequired | choice |
Currency Id | choice |
Deal Pipeline Id | choice |
Deal Stage Id | text |
Deal Type Id | number |
Deal Reason Id | number |
Owner Id | choice |
Expected Close | date |
| Field | Type |
|---|---|
Deal | object |
Id | number |
Name | text |
Amount | text |
Base Currency Amount | text |
Expected Close | date |
Closed Date | date |
Stage Updated Time | date |
Custom Field | text |
Probability | number |
Updated At | date |
| Field | Type |
|---|---|
Cpq DocumentRequired | text |
| Field | Type |
|---|---|
Cpq Document | text |
| Field | Type |
|---|---|
FileRequired | text |
Targetable IdRequired | number |
Targetable TypeRequired | choice |
File Name | text |
Is Shared | boolean |
| Field | Type |
|---|---|
Id | number |
Msg | text |
Url | text |
| Field | Type |
|---|---|
UrlRequired | url |
Targetable IdRequired | number |
Targetable TypeRequired | choice |
Name | text |
Is Shared | boolean |
| Field | Type |
|---|---|
Id | number |
Msg | text |
Url | text |
| Field | Type |
|---|---|
NameRequired | text |
| Field | Type |
|---|---|
Id | number |
Name | text |
| Field | Type |
|---|---|
NoteRequired | text |
| Field | Type |
|---|---|
Note | text |
| Field | Type |
|---|---|
ProductRequired | text |
| Field | Type |
|---|---|
Product | text |
| Field | Type |
|---|---|
Sales ActivityRequired | text |
| Field | Type |
|---|---|
Sales Activity | text |
| Field | Type |
|---|---|
TaskRequired | text |
| Field | Type |
|---|---|
Task | text |
| Field | Type |
|---|---|
IdRequired | choice |
| Field | Type |
|---|---|
Id | number |
| Field | Type |
|---|---|
IdRequired | choice |
| Field | Type |
|---|---|
Id | number |
| Field | Type |
|---|---|
IdRequired | choice |
| Field | Type |
|---|---|
Id | number |
| Field | Type |
|---|---|
IdRequired | choice |
| Field | Type |
|---|---|
Id | number |
| Field | Type |
|---|---|
Entity NameRequired | text |
IdRequired | text |
| Field | Type |
|---|---|
Id | number |
| Field | Type |
|---|---|
IdRequired | choice |
| Field | Type |
|---|---|
Id | number |
| Field | Type |
|---|---|
IdRequired | text |
| Field | Type |
|---|---|
Id | number |
| Field | Type |
|---|---|
IdRequired | text |
| Field | Type |
|---|---|
Id | number |
| Field | Type |
|---|---|
IdRequired | text |
| Field | Type |
|---|---|
Id | number |
| Field | Type |
|---|---|
IdRequired | choice |
| Field | Type |
|---|---|
Id | number |
| Field | Type |
|---|---|
IdRequired | choice |
| Field | Type |
|---|---|
Id | number |
| Field | Type |
|---|---|
IdRequired | choice |
| Field | Type |
|---|---|
Sales Account | text |
| Field | Type |
|---|---|
IdRequired | choice |
| Field | Type |
|---|---|
Contact | text |
| Field | Type |
|---|---|
Entity NameRequired | text |
IdRequired | text |
| Field | Type |
|---|---|
Id | number |
| Field | Type |
|---|---|
IdRequired | choice |
| Field | Type |
|---|---|
Deal | text |
| Field | Type |
|---|---|
IdRequired | text |
| Field | Type |
|---|---|
Id | number |
| Field | Type |
|---|---|
Phone CallRequired | text |
| Field | Type |
|---|---|
Phone Calls | text |
| Field | Type |
|---|---|
URLRequired | text |
MethodRequired | choice |
Headers | array |
Header | object |
Query String | array |
Parameter | object |
Body | text |
| Field | Type |
|---|---|
URL | text |
Method | text |
| Field | Type |
|---|---|
Destination ListRequired | choice |
From ListRequired | choice |
Contact Ids | array |
| Field | Type |
|---|---|
Ids | text |
| Field | Type |
|---|---|
List IdRequired | choice |
IdsRequired | array |
| Field | Type |
|---|---|
Ids | text |
| Field | Type |
|---|---|
IdRequired | text |
| Field | Type |
|---|---|
Id | number |
| Field | Type |
|---|---|
IdRequired | text |
| Field | Type |
|---|---|
Id | number |
| Field | Type |
|---|---|
IdRequired | choice |
Sales Account | object |
Name | text |
Address | text |
City | text |
State | text |
Zipcode | text |
Country | text |
Industry Type Id | number |
Business Type Id | number |
Number Of Employees | number |
Annual Revenue | number |
| Field | Type |
|---|---|
Sales Account | object |
Id | number |
Name | text |
Address | text |
City | text |
State | text |
Zipcode | text |
Country | text |
Number Of Employees | number |
Annual Revenue | number |
Website | text |
| Field | Type |
|---|---|
IdRequired | choice |
Team UsersRequired | array |
| Field | Type |
|---|---|
Sales Account | text |
| Field | Type |
|---|---|
IdRequired | choice |
Appointment | text |
| Field | Type |
|---|---|
Appointment | text |
| Field | Type |
|---|---|
IdRequired | choice |
Contact | object |
First Name | text |
Last Name | text |
Email | text |
Work Number | text |
Mobile Number | text |
Job Title | text |
Address | text |
City | text |
State | text |
Zipcode | text |
| Field | Type |
|---|---|
Contact | object |
Id | number |
First Name | text |
Last Name | text |
Display Name | text |
Avatar | text |
Job Title | text |
City | text |
State | text |
Zipcode | text |
Country | text |
| Field | Type |
|---|---|
IdRequired | choice |
Team UsersRequired | array |
| Field | Type |
|---|---|
Contact | text |
| Field | Type |
|---|---|
IdRequired | choice |
Module Customization | text |
| Field | Type |
|---|---|
Module Customization | text |
| Field | Type |
|---|---|
Entity NameRequired | text |
IdRequired | text |
Custom Module | text |
| Field | Type |
|---|---|
Cm Property | text |
| Field | Type |
|---|---|
IdRequired | choice |
Deal | object |
Name | text |
Amount | number |
Sales Account Id | choice |
Currency Id | choice |
Deal Pipeline Id | choice |
Deal Stage Id | text |
Deal Type Id | number |
Deal Reason Id | number |
Owner Id | choice |
Expected Close | date |
Products | array |
| Field | Type |
|---|---|
Deal | object |
Id | number |
Name | text |
Amount | text |
Base Currency Amount | text |
Expected Close | date |
Closed Date | date |
Stage Updated Time | date |
Custom Field | text |
Probability | number |
Updated At | date |
| Field | Type |
|---|---|
IdRequired | choice |
Team UsersRequired | array |
| Field | Type |
|---|---|
Deal | text |
| Field | Type |
|---|---|
IdRequired | text |
Document | text |
Products | array |
| Field | Type |
|---|---|
Cpq Document | text |
| Field | Type |
|---|---|
IdRequired | choice |
NameRequired | text |
| Field | Type |
|---|---|
Id | number |
Name | text |
| Field | Type |
|---|---|
IdRequired | text |
Note | text |
| Field | Type |
|---|---|
Note | text |
| Field | Type |
|---|---|
IdRequired | text |
Product | text |
Product Pricings | array |
| Field | Type |
|---|---|
Product | text |
| Field | Type |
|---|---|
IdRequired | choice |
Sales Activity | text |
| Field | Type |
|---|---|
Sales Activity | text |
| Field | Type |
|---|---|
IdRequired | choice |
Task | text |
Status | number |
| Field | Type |
|---|---|
Task | text |
| Field | Type |
|---|---|
Unique IdentifierRequired | text |
Sales AccountRequired | text |
| Field | Type |
|---|---|
Sales Account | text |
| Field | Type |
|---|---|
Unique IdentifierRequired | text |
ContactRequired | text |
| Field | Type |
|---|---|
Contact | text |
| Field | Type |
|---|---|
Unique IdentifierRequired | text |
DealRequired | text |
| Field | Type |
|---|---|
Deal | text |