Do everything in one place
Customize your Freshsales and Workforce integration with the following
triggers and actions.
Triggers
When this happens…
Actions
Do this…
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
Workforce
- Approves the time-off requestApproves the time-off request in Workforce
- Changes a time-off request statusChanges a time-off request status in Workforce
- Get leave balance by employeeGet leave balance by employee in Workforce
- Get periods by employeeGet periods by employee in Workforce
- Gets details for a time off requestGets details for a time off request in Workforce
- Get versionGet version in Workforce
- Rejects the time-off requestRejects the time-off request in Workforce
- Submits a time off requestSubmits a time off request in Workforce
- Validate tokenValidate token in Workforce
Any other action you can think up
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