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Overview

Phinite’s Freshsales CRM predefined tool lets workspace assistants call Freshsales CRM APIs through DevStudio after you save a connection under Integrations → Predefined tools. Manage Freshsales CRM contacts, accounts, deals, notes, tasks, and perform search via the Freshsales REST API.
Predefined tools require a saved connection before they appear in Graph Studio’s tool picker. See Predefined Tools in GraphStudio.

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What this integration enables

  • Automate workflows using this predefined tool from agent graphs
  • Connect once under Integrations and reuse across assistants
  • Enable individual subtools per agent in Graph Studio

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Required credentials

  • API Key api_key (required)
  • Domain (e.g. yourcompany.myfreshworks.com) domain (required)

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Setup steps

  1. Log in to Freshsales → profile → Profile Settings → API Settings → copy API Key and domain (e.g. acme.myfreshworks.com).
  2. Log into your Phinite workspace at app.phinite.ai
  3. Navigate to Integrations → Predefined tools
  4. Select Freshsales CRM
  5. Click + Add Configuration
  6. Enter the credential fields listed above
  7. Select assistants that should use this connection
  8. Click Save Configuration

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Configure in Graph Studio

  1. Open an agent in Graph Studio
  2. Select the agent node → Tools tab → Add a new tool
  3. Choose FreshsalesCRMTool (or search for Freshsales CRM)
  4. Select your saved connection or add a new one
  5. Enable the subtools your workflow needs and save

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Predefined tools

Phinite provides 20 subtools for Freshsales CRM:
  • Create Contact: Create a new contact in Freshsales CRM
  • View Contact: View details of a specific contact by ID
  • List Contacts: List contacts from a specific view. Use list_contact_filters first to get view IDs.
  • Update Contact: Update an existing contact’s information
  • Delete Contact: Delete a contact by ID
  • Create Account: Create a new sales account in Freshsales CRM
  • View Account: View details of a specific sales account by ID
  • Update Account: Update an existing sales account’s information
  • List Accounts: List accounts using view ID
  • Create Deal: Create a new deal in Freshsales CRM
  • View Deal: View details of a specific deal by ID
  • Update Deal: Update an existing deal’s information
  • List Deals: List deals using view ID
  • Create Note: Create a note attached to a contact, account, or deal
  • Update Note: Update a note by ID
  • Create Task: Create a task associated with a CRM record
  • List Tasks: List tasks by filter (open, due_today, due_tomorrow, overdue, completed)
  • Update Task: Update a task by ID
  • List Contact Filters: List contact views/filters
  • Search: Search across contacts, accounts, and deals by keyword

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Documentation & resources

  • Official documentation: https://developers.freshworks.com/crm/api/
  • Phinite documentation: Freshsales CRM

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Notes

  • Store API keys and tokens securely; many providers show secrets only once
  • Use separate connections for Dev, UAT, and Prod environments where possible
  • Test with a minimal subtool call after saving credentials