Data Methods

You can use data methods to retrieve information about different objects on a page.

Global Data APIs

The following objects can be used in all locations and retrieved using data methods:

loggedInUser

Returns details of the user who is logged into the Freshsales UI.

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client.data.get("loggedInUser").then ( function(data) { // success operation }, function(error) { // failure operation } );
Sample Payload EXPAND ↓
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"loggedInUser":{ "id":42528, "display_name":"Joe Doe", "email":"joe.doe@freshworks.com", "is_active":true, "work_number":null, "mobile_number":null, "confirmed":true, "privileges":"13221119178788", "job_title":"Engineer", "language":"en", "last_login_at":"2020-08-17T18:38:38+05:30", "time_zone":"Chennai", "avatar":null, "signature":null, "access_scope":"global", "abilities":[ "manage_contacts", "view_contacts", "create_contacts", "edit_all_contacts", "delete_all_contacts", "view_sales_accounts", "create_sales_accounts", "edit_all_sales_accounts", "delete_all_sales_accounts", "view_deals", "create_deals", "edit_all_deals", "delete_all_deals", "common_user_actions" ], "reply_to":"name@mkp.myfreshworks.com", "from":"joe.doe@freshworks.com", "plan_name":"sales360_estate", "imap_configured_email":"", "deal_pipeline_id":29368, "created_at":"2020-07-10T12:07:34+05:30", "is_forgotten":false, "role_id":70841, "territory_ids":[], "account_id":1594363054, "sales_activity_type_ids":[ 78175, 78176, 78177, 78178, 78179, 78180, 78181 ] }

Attributes of the loggedInUser object

ATTRIBUTE DATA TYPE DESCRIPTION
id number Identifier of the user.
display_name string Display name of the user.
email string Email address of the user.
is_active boolean Specifies whether the user is active to accept new leads, contacts, tasks, appointments, and so on.
work_number string Official number of the user.
mobile_number string Mobile number of the user.
confirmed boolean Specifies whether the user has accepted the account activation mail.
privileges string Access privileges assigned to the user, specified through a role id.
job_title string Designation of the user.
language string Language of the user; by default, language is en.
last_login_at string Last logged timestamp of the user, specified in the UTC format.
time_zone string Time zone of the user.
avatar string Avatar URL.
signature string Email signature of the user in HTML format.
access_scope string Access scope of the user based on the role assigned to the user. The access can be global, restricted, or territory.
abilities array Actions the user can perform, based on the role assigned to the user.
reply_to string Email address in which the user can receive responses.
from string Email address using which the user can send emails from the Freshsales account.
plan_name string Freshsales plan under which the user’s account falls.
imap_configured_email string User’s email address that is connected to Freshsales so that all prospect details are received directly in the product.
deal_pipeline_id string Identifier of preferred deal pipeline that is associated with the user..
created_at string Timestamp of when the logged in user’s details are saved in FCRM, specified in the UTC format.
is_forgotten boolean Specifies whether the user details are permanently deleted from the FCRM system.
role_id number Identifier of the role associated with the user. When a role is configured in Freshsales, an auto-generated identifier is associated with the role.
territory_ids array of strings Identifiers of the territories to which the user is associated for auto-assignment of prospects.
account_id number Identifier of the FCRM business account to which the user is associated.
sales_activity_type_ids array of numbers Identifiers of all sales activity types configured for a user

domainName

Returns the domain name of the business account that uses Freshsales and product context of the product for which the app is installed. When building an omni app (app that is compatible with Freshsales), you can use the product context to implement product-specific tasks.

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client.data.get("domainName").then ( function(data) { // success operation }, function(error) { // failure operation } );

Sample payload

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{ domainName:"sample.myfreshworks.com", productContext:{ url:"https://sample.myfreshworks.com/crm", name:"freshworks_crm" } }

Attributes of the payload
Attribute Name Data Type Description
domainName string Domain name assigned by Freshworks, for a business account. If the app is deployed on an FCRM account that is migrated from Freshsales, the domainName is <sub-domain>.freshworks.com.
For an omni app that is deployed on a Freshsales account, the domainName is <sub-domain>.freshsales.io.
productContext object Product context of the product for which the app is installed.
Attributes:
url (string): Complete web-address (protocol, sub-domain name, domain name, and relative path) of the product instance. Possible values: https://<sub-domain>.myfreshworks.com/crm, https://<sub-domain>.freshworks.com/crm, https://<sub-domain>.freshsales.io
name (string): Name of the product. Possible values: freshworks_crm, freshsales
Contact Details Page
currentEntityInfo

Returns details of a contact, when an agent is on the Contact Details page.

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client.data.get("currentEntityInfo").then ( function(data) { // success output for contact // data: { "currentEntityInfo": { "currentEntityId": 12, "currentEntityType": "contact"}} }, function(error) { // failure operation } );

Payload Response

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{ "currentEntityInfo":{ "currentEntityId": 12, "currentEntityType": "contact" } }

Attributes of the currentEntityInfo object

ATTRIBUTE TYPE DESCRIPTION
currentEntityId number Identifier of the contact.
currentEntityType string Type of page.
Deal Details Page
currentEntityInfo

Returns details of a deal, when an agent is on the Deal Details page.

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client.data.get("currentEntityInfo").then ( function(data) { // success output for deal // data: { "currentEntityInfo": { "currentEntityId": 12, "currentEntityType": "deal"}} }, function(error) { // failure operation } );

Payload Response

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{ "currentEntityInfo":{ "currentEntityId": 12, "currentEntityType": "deal" } }

Attributes of the currentEntityInfo object

ATTRIBUTE TYPE DESCRIPTION
currentEntityId number Identifier of the deal.
currentEntityType string Type of page.
Sales Account Details Page
currentEntityInfo

Returns details of an account, when an agent is on the Sales Account Details page.

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client.data.get("sales_account").then ( function(data) { // success output for account // data: { "currentEntityInfo": { "currentEntityId": 12, "currentEntityType": "sales_account"}} }, function(error) { // failure operation } );

Payload Response

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{ "currentEntityInfo":{ "currentEntityId": 12, "currentEntityType": "sales_account" } }

Attributes of the currentEntityInfo object

ATTRIBUTE TYPE DESCRIPTION
currentEntityId number Identifier of the account.
currentEntityType string Type of page.