Triggers when a status for a shipment has been reached.
New Appointment
trigger when new appointment created.
New Completed Task
Trigger when any task gets completed.
New Contact
Trigger when new contact is created.
New Deal
Trigger when new deal created.
New Task
Trigger when new task created.
Create Shipment
Adding this action into your Connect will create a real shipment. To avoid being charged you can use your sandbox key for creating the connect and switch to the live api key once everything works fine.
Create Shipment Quote
Creates a new shipment quote.
Add Appointment
Add an appointment.
Create Account
Create an account.
Create Contact
Creates a contact.
Create Deal
Creates a deal.
Create Note
Creates a note.
Create Task
Creates a task.
Update Contact
Updates an existing contact.
New Shipment Status
Triggers when a status for a shipment has been reached.
New Appointment
trigger when new appointment created.
New Completed Task
Trigger when any task gets completed.
New Contact
Trigger when new contact is created.
New Deal
Trigger when new deal created.
New Task
Trigger when new task created.
Create Shipment
Adding this action into your Connect will create a real shipment. To avoid being charged you can use your sandbox key for creating the connect and switch to the live api key once everything works fine.
Create Shipment Quote
Creates a new shipment quote.
Add Appointment
Add an appointment.
Create Account
Create an account.
Create Contact
Creates a contact.
Create Deal
Creates a deal.
Create Note
Creates a note.
Create Task
Creates a task.
Update Contact
Updates an existing contact.
How Shipcloud and Freshworks CRM Integrations Work
Follow the steps below to start setting up your Shipcloud integrations using Appy Pie Automate: using Appy Pie Automate:
Step 1: Select Trigger
Choose Shipcloud as the trigger app, select event, authenticate & successfully Test
Step 2: Select Action
After completing the trigger test, select Freshworks CRM as the action app from the list.
Step 3: Authenticate
Connect your Freshworks CRM account & authenticate it.
Step 4: Setup & Test
Select the data you want to send from Shipcloud to Freshworks CRM & your AI Agent is ready!
Choose the app you want to Integrate with Shipcloud and Freshworks CRM
shipcloud is the shipping service provider and represents a new generation in package shipping. A cloud-based service, it enables small and medium-sized online vendors to work easily and efficiently with all major shipping providers.
The integration between Shipcloud and Freshworks CRM is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
Connection Establishment: The first step is establishing a secure connection between Shipcloud and Freshworks CRM. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
While assessing the security of integrating Shipcloud with Freshworks CRM, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Shipcloud-Freshworks CRM integration:
Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
Data Storage Security: This ensures that the databases or storage systems used by Shipcloud and Freshworks CRM integration have adequate security measures.
User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
Page reviewed by Abhinav Girdhar | Last Updated on December 1, 2024, 7:35 am
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