Do everything in one place
Customize your Complete EDI Solutions and Freshsales integration with the following
triggers and actions.
Triggers
When this happens…
Freshsales
- New recordNew record in Freshsales
- New/updated recordNew/updated record in Freshsales
Any other trigger you can think up
Actions
Do this…
Complete EDI Solutions
- Parse EDI DocumentParse EDI Document into container for EDI Data in Complete EDI
- Create EDI Document from JSONCreate EDI document from JSON in Complete EDI
- Create EDI Document From XMLCreate EDI Document From XML in Complete EDI
- Create JSON Document From EDICreate JSON formatted EDI Document from raw EDI data in Complete EDI
- Process EDI FileSend Raw EDI File to Complete EDI for processing into JSON
- Download Processed EDI FileDownload JSON formatted EDI Document from Complete EDI server
- Create EDI AcknowledgementCreate an EDI acknowledgment from EDI input in Complete EDI
- Split Raw EDI DocumentSplit Raw EDI Document into individual EDI transactions in Complete EDI
- Send JSON File Via SFTPTranslate a JSON File to Raw EDI and send via SFTP in Complete EDI
Any other action you can think up
Freshsales
- Custom actionCustom action in Freshsales (Custom)
- Add contacts to marketing listAdd contacts to marketing list in Freshsales
- Create recordCreate record in Freshsales
- Delete recordDelete record in Freshsales
- Get record details by IDGet details of specific record in Freshsales
- Retrieve scheduled reportRetrieve for scheduled report in Freshsales
- List recordsList records in Freshsales
- Lookup searchLookup search in Freshsales
- Move contacts to marketing listMove contacts to marketing list in Freshsales
- Remove contacts to marketing listRemove contacts to marketing list in Freshsales
- Search recordsSearch for records in Freshsales
- Search records by querySearch for records by query in Freshsales
- Update recordUpdate record in Freshsales
- Upsert recordUpsert record in Freshsales
Any other action you can think up
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