Integration

Connect Expiration Reminder to Salesmate

When something happens in Expiration Reminder, your agent does the next thing in Salesmate. Describe it in plain language and the automation is built, tested on every branch and kept running.

Expiration Reminder3 triggersExpiration Reminder15 actionsSalesmate2 triggersSalesmate10 actions

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What do you want Expiration Reminder and Salesmate to do together?

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Everything your agent can do with Expiration Reminder and Salesmate

Triggers and actions 5 triggers · 25 actions

Trigger
New Contact
Triggered when a new contact is added to your Expiration Reminder account.
Trigger
New Expiration Item
Triggered when a new expiration item is added to your Expiration Reminder account.
Trigger
Status Changed Expiration Item
Triggered when an expiration item's status changes in Expiration Reminder — for example when it moves from active to expiring or expired.
Action
Add Location
Creates a location in Expiration Reminder, optionally nested under a parent location and assigned to a team. Any custom fields defined on locations in your account can be set too. Returns the created location.
Action
Create Contact
Creates a contact in Expiration Reminder with their email, contact details, type, location and team, plus any custom fields defined on contacts in your account. Returns the created contact.
Action
Create Expiration Item
Creates an expiration item in Expiration Reminder with its name and expiration date, optionally attaching contacts, locations, tags, a category and an assignee, plus any custom fields defined in your account. Returns the created item.
Action
Create Expiration Item for Contact
Creates an expiration item in Expiration Reminder and attaches it to a specific contact, with its name, expiration date and category, plus any custom fields defined in your account. Returns the created item.
Action
Delete Contact
Deletes a contact from Expiration Reminder. Returns the contact record that was deleted.
Action
Delete Expiration Item
Deletes an expiration item from Expiration Reminder. Returns the item record after deletion.
Action
Find Contact
Returns the Expiration Reminder contacts matching a search term or an exact email address, with the total number of matches.
Action
Find Expiration
Returns the Expiration Reminder expiration items matching a search term and status, with the total number of matches.
Action
Get Contact
Returns a single Expiration Reminder contact by its id, including their contact details, assignment, location and every custom field stored on them.
Action
Get Expiration Item
Returns a single Expiration Reminder expiration item by its id, including its category, contacts, locations, tags, attachments and every custom field stored on it.
Action
List Contacts
Returns the contacts in your Expiration Reminder account, with the total number of contacts.
Action
List Expiration Items
Returns the expiration items in your Expiration Reminder account, optionally limited to one status, with the total number of items.
Action
List Locations
Returns the locations in your Expiration Reminder account, with the total number of locations.
Action
Renew Expiration
Renews an Expiration Reminder expiration item by moving it to a new expiration date. Returns the renewed item.
Action
Update Expiration Item
Updates an existing Expiration Reminder expiration item. Fields you leave blank are left unchanged; custom fields defined in your account can be set too. Returns the updated item.
Trigger
New De-Activated User
Triggers when a user in Salesmate is de-activated.
Trigger
New User
Triggers when a new user is added to your Salesmate account.
Action
Add Note
Adds a note to a contact in Salesmate. Returns the id of the note that was created.
Action
Create Contact
Creates a new contact in Salesmate. Returns the id of the contact that was created.
Action
Random User
Picks one active Salesmate user at random, for round-robin style assignment. Returns that user's id, name and email.
Action
Search for Total Rows in Activity
Returns how many Salesmate activities match the criteria you supply, without returning the activities themselves.
Action
Search for Total Rows in Company
Returns how many Salesmate companies match the criteria you supply, without returning the companies themselves.
Action
Search for Total Rows in Contacts
Returns how many Salesmate contacts match the criteria you supply, without returning the contacts themselves.
Action
Search for Total Rows in Deal
Returns how many Salesmate deals match the criteria you supply, without returning the deals themselves.
Action
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.
Action
Update Contact
Updates an existing contact in Salesmate. Only the fields you supply are changed.
Action
Update Note
Updates an existing note on a contact in Salesmate.

Each app on its own

The other way round: Salesmate to Expiration Reminder