Integration

Connect Salesmate to Billage

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

Salesmate2 triggersSalesmate10 actionsBillage16 actions

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What do you want Salesmate and Billage 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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Everything your agent can do with Salesmate and Billage

Triggers and actions 2 triggers · 26 actions

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 Product
Create a new Billage product. POST /v2/products.
Action
Create Account
Creates a new account.
Action
Create Contact
Creates a new contact in an account.
Action
Delete Account
Delete a Billage account by id. DELETE /v2/accounts/{account-id}.
Action
Delete Contact
Delete a Billage contact by id. DELETE /v2/contacts/{id}.
Action
Delete Lead
Delete a Billage lead by id. DELETE /v2/leads/{id}.
Action
Get Account
Fetch a single Billage account (company/customer record) by id. GET /v2/accounts/{account-id}.
Action
Get Contact
Fetch a single Billage contact by id. GET /v2/contacts/{id}.
Action
Get Lead
Fetch a single Billage lead by id. GET /v2/leads/{id}.
Action
Get Product
Find a Billage product by id. GET /v2/products/{id}.
Action
List Accounts
List/search Billage accounts by name, alias, vat, tags, etc. GET /v2/accounts.
Action
List Contacts
List/search Billage contacts by criteria. GET /v2/contacts.
Action
List Leads
List Billage leads. GET /v2/leads.
Action
List Products
List/search Billage products by alias or name. GET /v2/products.
Action
Update Account
Update an existing Billage account. PUT /v2/accounts.
Action
Update Contact
Update an existing Billage contact. PUT /v2/contacts.

Each app on its own

The other way round: Billage to Salesmate