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What do you want 5pm and Salesmate to do together?
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Connect Claude CodeEverything your agent can do with 5pm and Salesmate
Triggers and actions 9 triggers ยท 31 actions
Trigger
New ProgressTriggers when a new task progress is created.
- New Project
Fires when a new project is created in 5pm (poll ProjectsService getList).
- New Task
Triggers when a new support task is created.
- New User
Triggers when a new support user is created.
- Updated Project
Fires when a project is updated in 5pm (poll ProjectsService getList).
- Updated Task
Triggers when a new support task is updated.
- Updated User
Triggers when a new support user is updated.
- Add Task Progress
Add Task Progress (progress in percent and house down).
- Add User
Create a new user in the 5pm account (UsersService add).
- Create Note
Creates a new note in task.
- Create Project
Creates a new project.
- Create Task
- Delete Note
Remove an activity note/progress message (ActivityService remove).
- Delete Project
Remove a project (ProjectsService remove).
- Delete Task
Remove a task from a 5pm project (TasksService remove).
- Delete User
Remove a user from the account (UsersService remove).
- Find Project by Id
Retrieve a single project by its id (ProjectsService getById).
- Find Task
Finds a task in the application.
- Find Task by Id
Finds a task by Id in the application.
- Find User by Email
Retrieve a user by their email address (UsersService getByEmail).
- Find User by Id
Finds a user by Id in the system.
- List Notes
List activity notes/progress messages on a task (ActivityService getList).
- List Projects
List all projects in the account (ProjectsService getAll/getList).
- List Users
List all users in the account (UsersService getAll).
- Update Note
Update an activity note/progress message (ActivityService update).
- Update Project
Update a project's fields (ProjectsService update).
- Update Task
Update task in the application.
- Update User
Update a user's fields (UsersService update).
Trigger
New De-Activated UserTriggers when a user in Salesmate is de-activated.
- New User
Triggers when a new user is added to your Salesmate account.
- Add Note
Adds a note to a contact in Salesmate. Returns the id of the note that was created.
- Create Contact
Creates a new contact in Salesmate. Returns the id of the contact that was created.
- Random User
Picks one active Salesmate user at random, for round-robin style assignment. Returns that user's id, name and email.
- Search for Total Rows in Activity
Returns how many Salesmate activities match the criteria you supply, without returning the activities themselves.
- Search for Total Rows in Company
Returns how many Salesmate companies match the criteria you supply, without returning the companies themselves.
- Search for Total Rows in Contacts
Returns how many Salesmate contacts match the criteria you supply, without returning the contacts themselves.
- Search for Total Rows in Deal
Returns how many Salesmate deals match the criteria you supply, without returning the deals themselves.
- Search User
Returns the Salesmate users whose name or email matches the text you supply. Leave both blank to return every user of the chosen status.
- Update Contact
Updates an existing contact in Salesmate. Only the fields you supply are changed.
- Update Note
Updates an existing note on a contact in Salesmate.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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