Cheatography
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This cheatsheet is only for Freshsales Public App developers.
Freshworks is coming up with another product - Freshworks CRM which is a big update to Freshsales. With the help of Omni Apps limited functionality Freshsales can make their apps available for Freshworks CRM.
This cheatsheet covers the features covered by Freshsales vs Freshworks CRM which will help you make quicker decisions to update your freshsales app to Omni App.
This is a draft cheat sheet. It is a work in progress and is not finished yet.
Heads up
Who is this Cheat sheet for?
This cheat sheet is for Freshsales App developers who have their apps live on Freshsales Marketplace and are planning to make it available simultaneously for Freshworks CRM |
Freshsales Environment
Node Version |
10.18 |
CLI Version |
6.0.0 |
Freshsales placeholders
Global Navigation Page |
Lead Details Page |
Contact Details Page |
Deal Details Page |
Sales Account Details Page |
CTI |
Chat |
Basic Features - Freshsales
Basic Features |
Data Method |
Global Data APIs |
|
Lead Details Page |
|
Contact Details Page |
|
Deal Details Page |
|
Account Details Page |
App Lifecycle Events |
|
|
|
|
|
Events API |
Lead Details Page Events |
|
Contact Details Page Events |
|
Deal Details Page Events |
|
Sales Account Details Page Events |
Interface API |
Global Interface APIs |
|
Show Modal |
|
Show Confirm |
|
Show Notifications |
|
Open Create Lead |
|
Open Create Contact |
|
Open Create Account |
|
Open Create Deal |
|
Open Create Call Log |
|
Show Lead |
|
Show Contact |
|
Show Account |
|
Show Deal |
Freshsales - Advanced Features
Data Storage |
Request API |
Instance API |
OAuth |
Freshsales Product Events
OnContactCreate |
OnContactUpdate |
OnDealCreate |
OnDealUpdate |
OnLeadCreate |
OnLeadCreate |
OnSalesAccountCreate |
OnSalesAccountUpdate |
OnCustomModuleCreate |
OnCustomModuleUpdate |
OnAppointmentCreate |
OnAppointmentUpdate |
OnTaskCreate |
OnTaskUpdate |
Freshsales REST APIs
Notes |
Tasks |
Appointment |
Sales Activities |
Search |
Lookup Search |
Phone |
Manual Call Log |
Files |
Links |
Create a Link |
Create a File |
List all Files and Links |
Contacts module |
Contacts module |
Leads |
|
|
Freshworks CRM Environment
Node Version |
10.18 |
CLI Version |
6.6.0 |
Freshworks CRM placeholders
Contact Details Page |
Deal Details Page |
Sales Account Details Page |
Basic Features - Freshworks CRM
Basic Features |
Data Method |
Global Data APIs |
|
Lead Details Page
|
|
Contact Details Page |
|
Deal Details Page |
|
Account Details Page |
App Lifecycle Events |
|
|
|
|
|
Events API |
Lead Details Page Events
|
|
Contact Details Page Events |
|
Deal Details Page Events |
|
Sales Account Details Page Events |
Interface API |
Global Interface APIs |
|
Show Modal |
|
Show Confirm |
|
Show Notifications |
|
Open Create Lead
|
|
Open Create Contact |
|
Open Create Account |
|
Open Create Deal |
|
Open Create Call Log |
|
Show Lead
|
|
Show Contact |
|
Show Account |
|
Show Deal |
Freshworks CRM - Advanced Features
Data Storage |
Request API |
Instance API |
OAuth |
Freshworks CRM - Serverless
Product Events |
OnContactCreate |
|
OnContactUpdate |
|
OnDealCreate |
|
OnDealUpdate |
|
OnLeadCreate
|
|
OnLeadUpdate
|
|
OnSalesAccountCreate |
|
OnSalesAccountUpdate |
|
OnCustomModuleUpdate |
|
OnCustomModuleCreate |
|
OnAppointmentCreate |
|
OnAppointmentUpdate |
|
OnTaskCreate |
|
OnTaskUpdate |
App Setup Events |
OnAppInstall |
|
OnAppUninstall |
External Events |
Scheduled Events |
Server Method Invocation |
Freshworks CRM REST APIs (copy)
Notes |
Tasks |
Appointment |
Sales Activities |
Search |
Lookup Search |
Phone |
Manual Call Log |
Files |
Links |
Create a Link |
Create a File |
List all Files and Links |
Contacts module |
Contacts module |
Leads
|
|
|
Early Access Limitations
Extending Omni Capabilities for Freshsales developers - Early Access |
Hint: Leads module and Entities don't exist in Freshworks CRM directly via dedicated App or REST APIs. |
Hint: The the URLs used in Freshworks CRM for it's App reference or REST APIs will be different to that of Freshsales. Make sure you check and update those. |
CTI, Full Page and Chat app placeholders are not available at the time of Early access. |
Broadly, to extend the Omni capabilities - App Manifest, Serverless Events, Installation Parameters, URLs of APIs consumed are most components of your app to make sure. |
To extend your Freshsales app with Omni capabilities, your app must use same product events supported by both Freshworks CRM and Freshsales |
<PENDING: PRODUCT EVENT IMPLEMENTATION INFO> |
For your app to extend Omni Capabilities, iparams.json doesn't not support the input field types domain and api_key. Developers are expected to use iparams.html > data-bind
with input field type: text. |
Data API's client.data.get("domainName")
will give you sample.freshsales.io
for Freshsales and sample.myfreshworks.com
for Freshworks CRM` |
Testing your App - Early Access Limitations
When app is run locally via CLI, you can test/run the app on a trial account of the Product (object) which ever comes first in manifest.json
-> product{ }
. To test in both freshsales and FCRM, developer needs to switch the order. |
When app is run locally via CLI, you can test/run the app on a trial account of the Product (object) which ever comes first in manifest.json -> product{} . To test in both freshsales and FCRM, developer needs to switch the order. |
App publishing - Early Access Limitations
|
In App submission portal, your existing Freshsales App will accept next version with Omni capabilities. |
You can now upload your app with Omni capabilities and submit it. |
If you are Freshsales App developer adding Omni capabilities to support Freshworks CRM, your can email our team and in parallel can work on changes to support Omni capabilities.
|