Connect Codex to Freshsales

Create a new contact.

Retrieve a single contact by ID.

Update fields on an existing contact.

Create or update a contact, matched on a unique field (e.g. email).

Delete (move to recycle bin) a contact.

List contacts belonging to a saved view.

Clone an existing contact.

Forget (GDPR hard-delete) a contact and its data.

List a contact's activity history.

List saved contact views/filters (returns their IDs for List Contacts).

Create a sales account (company/organization).

Retrieve a single sales account by ID.

Update fields on a sales account.

List accounts belonging to a saved view.

Create or update a sales account, matched on name.

Delete (move to recycle bin) a sales account.

Clone an existing sales account.

Forget (GDPR hard-delete) a sales account.

List saved account views/filters.

Create a new deal (opportunity).

Retrieve a single deal by ID.

Update a deal (stage, amount, owner, etc.).

List deals belonging to a saved view.

Delete (move to recycle bin) a deal.

Clone an existing deal.

Forget (GDPR hard-delete) a deal.

List saved deal views/filters.

Create a task linked to a contact / account / deal.

List tasks filtered by status.

Update a task or mark it complete.

Retrieve a single task by ID.

Delete a task.

Create a calendar appointment with attendees.

List appointments filtered by time.

Retrieve a single appointment by ID.

Update an appointment.

Delete an appointment.

Attach a note to a contact, account, or deal.

Update a note's content.

Delete a note.

Log a sales activity (call, email, custom activity type).

List sales activities (paginated).

Retrieve a single sales activity by ID.

Update a sales activity.

Delete a sales activity.

Manually log a phone call against a record.

Full-text search across entities.

Look up a record by a specific field (e.g. email).

Query records of an entity by arbitrary field conditions (filter rules).

List users / owners for assignment dropdowns.

List configured deal stages.

List values from any Freshsales selector (pipelines, types, currencies, etc.).

List contact field definitions for dynamic field mapping.

List field definitions for a module (contacts / accounts / deals / activities).

Fetch all marketing / contact lists.

Add contacts to a marketing list.

Fetch all contacts belonging to a marketing list.

Remove contacts from a marketing list.

Create a record in a custom module.

Retrieve a custom-module record by ID.

Update a custom-module record.

Delete a custom-module record.

Attach an external link (document) to a record.

List files and links attached to a record.