Connect Salesmate to Alphacrm

Both apps 28Salesmate 12Alphacrm 16

• 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.

• Action
  Add communication

  Adds a communication (for example a comment) to a customer or lead card in AlfaCRM.

• Action
  Add customer

  Create a customer (lead or student).

• Action
  Add group

  Create a study group.

• Action
  Add lesson

  Create a lesson.

• Action
  Add payment

  Create a payment.

• Action
  Add task

  Create a task.

• Action
  Archive customer

  Moves a customer or lead to the archive in AlfaCRM. AlfaCRM has no way to permanently delete a customer; an archived customer drops out of the active list but can be restored later.

• Action
  Find customers

  Returns customers and leads that match the specified criteria (name, phone, status and more).

• Action
  List branches

  Lists the branches in the CRM account, optionally only active or only disabled ones.

• Action
  List communications

  Lists the communications (comments and notes) on an AlfaCRM customer or lead, optionally filtered by communication ID, type, author, or comment text.

• Action
  List groups

  List groups.

• Action
  List lead statuses

  List sales funnel stages.

• Action
  List lessons

  List lessons.

• Action
  List payments

  Lists payments in a branch, optionally filtered by customer, date range, amount, payment type and more.

• Action
  List tasks

  Lists the tasks in an AlfaCRM branch, optionally filtered by task ID, author, assignee, text, priority, or done/archived status.

• Action
  Update customer

  Updates an existing customer (lead or client) by ID. Only the fields you fill in are changed.

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