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What do you want Pneumatic and Salesmate to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Triggers and actions 6 triggers ยท 16 actions
Trigger
Task CompletedTriggers when some task is completed.
Trigger
Task ReturnedTriggers when a process is returned to this task.
Trigger
Workflow CompletedTriggers when a workflow is completed.
Trigger
Workflow StartedTriggers when a new workflow is started.
Action
Get TaskGet a single task by id. GET https://api.pneumatic.app/tasks/{task_id}.
Action
Get TemplateGet a specific workflow template by id. GET https://api.pneumatic.app/templates/{template_id}.
Action
List TemplatesList all workflow templates in the account. GET https://api.pneumatic.app/templates, supports ordering/limit/offset query params.
Action
List UsersList users in the account. GET https://api.pneumatic.app/users.
Action
Run WorkflowRun a New Workflow
Action
Update TaskComplete a task. POST https://api.pneumatic.app/tasks/{task_id}/complete (marks the task done and advances the workflow).
Trigger
New De-Activated UserTriggers when a user in Salesmate is de-activated.
Trigger
New UserTriggers when a new user is added to your Salesmate account.
Action
Add NoteAdds a note to a contact in Salesmate. Returns the id of the note that was created.
Action
Create ContactCreates a new contact in Salesmate. Returns the id of the contact that was created.
Action
Random UserPicks 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 ActivityReturns how many Salesmate activities match the criteria you supply, without returning the activities themselves.
Action
Search for Total Rows in CompanyReturns how many Salesmate companies match the criteria you supply, without returning the companies themselves.
Action
Search for Total Rows in ContactsReturns how many Salesmate contacts match the criteria you supply, without returning the contacts themselves.
Action
Search for Total Rows in DealReturns how many Salesmate deals match the criteria you supply, without returning the deals themselves.
Action
Search UserReturns 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 ContactUpdates an existing contact in Salesmate. Only the fields you supply are changed.
Action
Update NoteUpdates 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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