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What do you want Salesmate and Channels 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 4 triggers ยท 19 actions
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.
Trigger
New Call FinishedTriggers when a call is finished.
Trigger
New Voicemail LeftAction
Add note to contactAdd a note to a contact's history. POST /api/v1/contacts/{id}/note.
Action
Add number to do-not-call listBlock a phone number by adding it to the Do Not Call list. POST /api/v1/dnclist/block.
Action
Create New ContactCreates a new Contact in your Channels account.
Action
Delete contactDelete a contact by id. DELETE /api/v1/contacts/{id}.
Action
Delete number from do-not-call listUnblock a phone number by removing it from the Do Not Call list. POST /api/v1/dnclist/unblock.
Action
Get account balanceRetrieve the account's current finance balance. GET /api/v1/finance/balance.
Action
Get contactRetrieve a single contact by id. GET /api/v1/contacts/{id}.
Action
List contactsList all contacts on the account. GET /api/v1/contacts.
Action
Update contactUpdate an existing contact's fields. PUT/POST /api/v1/contacts/{id}.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.