The Freshsales REST API allows for third-party services, like SalesScreen, to retrieve records using the API Key of a specific Freshsales user. Records belonging to the following entities (or modules) can be retrieved:
When using a Freshsales admin user's API Key, we can retrieve records belonging to any user across the organization.
Deal / Account / Contact / Lead
When retrieving records belonging to these entities, we utilize their pre-defined views (filters) defined in Freshsales.
Let's look at the Deal entity. It has a collection of views in its Freshsales dashboard. A couple of examples are: My Deals and Won Deals.
When configuring a workflow in SalesScreen to retrieve Deal records, we have to choose one of the Deal views to pull records from. Most of these views are configured with a filter in Freshsales; e.g., the Won Deals view has the following filter:
If we decide to synchronize Deal records from the Won Deals view, we know that we're only going to receive "Default Pipeline" Deals whose stage = "Won". If need be, we can add additional filters in the SalesScreen workflow so that only a subset of these records are actually processed and stored in SalesScreen.