Connect Salesmate to Benetics

Both apps 41Salesmate 12Benetics 29

• 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.

• Trigger
  New Project

  Triggers when a new project is created.

• Trigger
  New Task

  Triggers when a new task is created.

• Trigger
  Updated Project

  Triggers when a project is updated.

• Trigger
  Updated Task

  Triggers when a task is updated.

• Action
  Add Plan Version

  Upload a new version of a plan. POST /plans/{plan_id}/versions.

• Action
  Add Project Member

  Add a member to a project. POST /projects/{project_id}/members.

• Action
  Add Task

  Create a new task on a project. POST /projects/{project_id}/tasks.

• Action
  Create Project

  Creates a new project.

• Action
  Delete Document

  Delete a document. DELETE /projects/{project_id}/documents/{document_id}.

• Action
  Delete Plan

  Delete a plan. DELETE /plans/{plan_id}.

• Action
  Delete Plan Version

  Remove one version of a plan from a project.

• Action
  Delete Project

  Delete a project. DELETE /projects/{project_id}.

• Action
  Delete Project Member

  Remove a member from a project. DELETE /projects/{project_id}/members/{member_id}.

• Action
  Delete Task

  Delete a task. DELETE /tasks/{task_id}.

• Action
  Document Upload

  Upload a document

• Action
  Get Project

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

• Action
  Get Report

  Get a single report by id. GET /reports/{report_id}.

• Action
  Get Task

  Get a single task by id. GET /tasks/{task_id}.

• Action
  List Members

  List members of the organization. GET /members.

• Action
  List Project Members

  List members assigned to a project. GET /projects/{project_id}/members.

• Action
  List Projects

  List projects in the organization. GET /projects.

• Action
  List Reports

  List reports for a project. GET /projects/{project_id}/reports.

• Action
  List Tasks

  List tasks for a project. GET /projects/{project_id}/tasks.

• Action
  Plan Upload

  Upload a plan

• Action
  Update Document

  Update a document's fields. PATCH /projects/{project_id}/documents/{document_id}.

• Action
  Update Plan

  Update a plan's fields. PATCH /plans/{plan_id}.

• Action
  Update Project

  Update a project's fields. PATCH /projects/{project_id}.

• Action
  Update Task

  Update a task's fields. PATCH /tasks/{task_id}.

• Action
  Upload File

  Uploads a file to Benetics and returns its file upload id, ready to attach to a plan version or a document.

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