Freshworks CRM and SignRequest integration
Save yourself the work of writing custom integrations for Freshworks CRM and SignRequest and use n8n instead. Build adaptable and scalable Marketing, Sales, workflows that work with your technology stack. All within a building experience you will love.
How to connect Freshworks CRM and SignRequest
Create a new workflow and add the first step
In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.
Build your own Freshworks CRM and SignRequest integration
Create custom Freshworks CRM and SignRequest workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.
Freshworks CRM supported actions
Create
Create an account
Delete
Delete an account
Get
Retrieve an account
Get Many
Retrieve many accounts
Update
Update an account
Create
Create an appointment
Delete
Delete an appointment
Get
Retrieve an appointment
Get Many
Retrieve many appointments
Update
Update an appointment
Create
Create a contact
Delete
Delete a contact
Get
Retrieve a contact
Get Many
Retrieve many contacts
Update
Update a contact
Create
Create a deal
Delete
Delete a deal
Get
Retrieve a deal
Get Many
Retrieve many deals
Update
Update a deal
Create
Create a note
Delete
Delete a note
Update
Update a note
Get
Retrieve a sales activity
Get Many
Retrieve many sales activities
Query
Search for records by entering search queries of your choice
Lookup
Search for the name or email address of records
Create
Create a task
Delete
Delete a task
Get
Retrieve a task
Get Many
Retrieve many tasks
Update
Update a task
Supported API Endpoints for SignRequest
Create document
In order to send out a SignRequest, we first need to create a document.
Delete document
Delete a document for the owner of the document.
Create document
Create a document using the REST API.
List documents
Retrieve a list of Documents
Retrieve document
Retrieve a Document
Create signrequest
Use the signrequests endpoint to send a SignRequest using the URL returned from the documents endpoint.
Resend signrequest email
Resend the SignRequest email as a reminder to all signers who didn't sign yet.
Cancel signrequest
Cancel a SignRequest that has not been fully signed or declined yet.
Add attachment to SignRequest
Attachments can be added to a SignRequest before it is created.
List document-attachments
Retrieve a list of Document Attachments
Retrieve document-attachment
Retrieve a Document Attachment
Quick create SignRequest
Create a document and send the SignRequest in one API call.
Create embed URL
Generates an embed URL for signers to sign documents.
Create team
Creates a new team for integration partners.
Create application
Creates an application for OAuth2 authorization.
Get authorization code
Retrieve an authorization code.
Request token
Request a new (refresh) token.
Revoke token
Revoke a token.
List API tokens
Retrieve a list of API tokens.
List AuditEvents
Retrieve a list of AuditEvents.
List documents
Search interface for fast (autocomplete) searching of documents.
To set up SignRequest integration, add the HTTP Request node to your workflow canvas and authenticate it using a generic authentication method. The HTTP Request node makes custom API calls to SignRequest to query the data you need using the API endpoint URLs you provide.
See the example hereThese API endpoints were generated using n8n
n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the SignRequest official documentation to get a full list of all API endpoints and verify the scraped ones!
Freshworks CRM and SignRequest integration details
Other integrations with Freshworks CRM
FAQ
Can Freshworks CRM connect with SignRequest?
Can I use Freshworks CRM’s API with n8n?
Can I use SignRequest’s API with n8n?
Is n8n secure for integrating Freshworks CRM and SignRequest?
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