Connect Peerdom to Salesmate

Both apps 41Peerdom 29Salesmate 12

• Trigger
  New Group

  Triggered when a new circle is created

• Trigger
  New Map

  Triggers when a new map is created.

• Trigger
  New Peer

  Triggers when a new peer is created.

• Trigger
  New Project

  Triggers when a new project is created.

• Trigger
  New Role

  Triggers when a new role is created.

• Action
  Add Goal

  Create a goal on a role or circle. POST /goals

• Action
  Assign Role to Peer

  Assigns an existing role to a peer in Peerdom.

• Action
  Create Group

  Creates a new group in Peerdom.

• Action
  Create Peer

  Creates a new peer in Peerdom.

• Action
  Create Role

  Creates a new role in Peerdom.

• Action
  Delete Group

  Delete a group by id. DELETE /groups/{id}

• Action
  Delete Peer

  Delete a peer by id. DELETE /peers/{id}

• Action
  Delete Role

  Delete a role by id from a live or draft map. DELETE /roles/{id}

• Action
  Get Group

  Get a single group by id. GET /groups/{id}

• Action
  Get Peer

  Get a single peer by id. GET /peers/{id}

• Action
  Get Peer by E-Mail

  Get Peer by a Given E-Mail.

• Action
  Get Project

  Get a single project by id. GET /projects/{id}

• Action
  Get Role

  Get a single role by id from a live or draft map. GET /roles/{id}

• Action
  List Groups

  List all groups. GET /groups

• Action
  List Maps

  List all maps in the tenant. GET /maps

• Action
  List Peers

  List all peers in the tenant. GET /peers

• Action
  List Projects

  List all projects. GET /projects

• Action
  List Roles

  List all roles. GET /roles

• Action
  Unassign Peer From Role

  Unassign peer from a given role.

• Action
  Update Goal

  Update a goal by id. PATCH /goals/{id}

• Action
  Update Group

  Updates an existing group (circle, bubble, pod, etc.) in Peerdom.

• Action
  Update Peer

  Updates an existing peer in Peerdom.

• Action
  Update Project

  Update a project by id. PATCH /projects/{id}

• Action
  Update Role

  Updates an existing role in Peerdom.

• 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.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.