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The Freshsales node adds Freshsales operations to your workflows. Add it on the canvas or ask the AI builder for it by name, then pick an operation and fill in its fields. Freshsales also includes 1 trigger operation (marked in the tables below) that can start a workflow when something happens in Freshsales.
You can wire the Freshsales node into an AI agent as a tool provider: the agent calls the operations you allow. See Agent tools.

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Credentials

Connect Freshsales under Credentials in the node settings. See Connecting credentials for the general flow. Enter the values manually when creating the credential. Get your credentials here.

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Operations

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Accounts

OperationIDDescriptionTrigger
Clone Accountclone_accountClone an existing sales account.
Create Accountcreate_accountCreate a sales account (company/organization).
Delete Accountdelete_accountDelete (move to recycle bin) a sales account.
Forget Account (GDPR)forget_accountForget (GDPR hard-delete) a sales account.
Get Accountget_accountRetrieve a single sales account by ID.
List Account Viewslist_account_viewsList saved account views/filters.
List Accounts (View)list_accountsList accounts belonging to a saved view.
Update Accountupdate_accountUpdate fields on a sales account.
Upsert Accountupsert_accountCreate or update a sales account, matched on name.

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Activities

OperationIDDescriptionTrigger
Create Notecreate_noteAttach a note to a contact, account, or deal.
Create Sales Activitycreate_sales_activityLog a sales activity (call, email, custom activity type).
Delete Notedelete_noteDelete a note.
Delete Sales Activitydelete_sales_activityDelete a sales activity.
Get Sales Activityget_sales_activityRetrieve a single sales activity by ID.
List Sales Activitieslist_sales_activitiesList sales activities (paginated).
Log Phone Calllog_phone_callManually log a phone call against a record.
Update Noteupdate_noteUpdate a note’s content.
Update Sales Activityupdate_sales_activityUpdate a sales activity.

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Appointments

OperationIDDescriptionTrigger
Create Appointmentcreate_appointmentCreate a calendar appointment with attendees.
Delete Appointmentdelete_appointmentDelete an appointment.
Get Appointmentget_appointmentRetrieve a single appointment by ID.
List Appointmentslist_appointmentsList appointments filtered by time.
Update Appointmentupdate_appointmentUpdate an appointment.

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Contacts

OperationIDDescriptionTrigger
Clone Contactclone_contactClone an existing contact.
Create Contactcreate_contactCreate a new contact.
Delete Contactdelete_contactDelete (move to recycle bin) a contact.
Forget Contact (GDPR)forget_contactForget (GDPR hard-delete) a contact and its data.
Get Contactget_contactRetrieve a single contact by ID.
Get Contact Activitiesget_contact_activitiesList a contact’s activity history.
List Contact Viewslist_contact_viewsList saved contact views/filters (returns their IDs for List Contacts).
List Contacts (View)list_contactsList contacts belonging to a saved view.
Update Contactupdate_contactUpdate fields on an existing contact.
Upsert Contactupsert_contactCreate or update a contact, matched on a unique field (e.g. email).

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Custom modules

OperationIDDescriptionTrigger
Create Custom Module Recordcm_create_recordCreate a record in a custom module.
Delete Custom Module Recordcm_delete_recordDelete a custom-module record.
Get Custom Module Recordcm_get_recordRetrieve a custom-module record by ID.
Update Custom Module Recordcm_update_recordUpdate a custom-module record.

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Deals

OperationIDDescriptionTrigger
Clone Dealclone_dealClone an existing deal.
Create Dealcreate_dealCreate a new deal (opportunity).
Delete Dealdelete_dealDelete (move to recycle bin) a deal.
Forget Deal (GDPR)forget_dealForget (GDPR hard-delete) a deal.
Get Dealget_dealRetrieve a single deal by ID.
List Deal Viewslist_deal_viewsList saved deal views/filters.
List Deals (View)list_dealsList deals belonging to a saved view.
Update Dealupdate_dealUpdate a deal (stage, amount, owner, etc.).

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Documents

OperationIDDescriptionTrigger
Attach Link to Recordcreate_document_linkAttach an external link (document) to a record.
List Record Documentslist_document_associationsList files and links attached to a record.

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Lists

OperationIDDescriptionTrigger
Add Contacts to Listadd_contacts_to_listAdd contacts to a marketing list.
Get List Contactsget_list_contactsFetch all contacts belonging to a marketing list.
List Marketing Listslist_marketing_listsFetch all marketing / contact lists.
Remove Contacts from Listremove_contacts_from_listRemove contacts from a marketing list.
OperationIDDescriptionTrigger
Filtered Searchfiltered_searchQuery records of an entity by arbitrary field conditions (filter rules).
Lookup by FieldlookupLook up a record by a specific field (e.g. email).
SearchsearchFull-text search across entities.

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Selectors

OperationIDDescriptionTrigger
Get Contact Fieldsget_contact_fieldsList contact field definitions for dynamic field mapping.
Get Module Fieldsget_module_fieldsList field definitions for a module (contacts / accounts / deals / activities).
List Deal Stageslist_deal_stagesList configured deal stages.
List Ownerslist_ownersList users / owners for assignment dropdowns.
List Selectorlist_selectorList values from any Freshsales selector (pipelines, types, currencies, etc.).

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Tasks

OperationIDDescriptionTrigger
Create Taskcreate_taskCreate a task linked to a contact / account / deal.
Delete Taskdelete_taskDelete a task.
Get Taskget_taskRetrieve a single task by ID.
List Taskslist_tasksList tasks filtered by status.
Update / Complete Taskupdate_taskUpdate a task or mark it complete.

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Other

OperationIDDescriptionTrigger
Receive Webhook Eventsreceive_webhookReceive outbound webhook events fired by a Freshsales Workflow.Yes