Connect Salesmate to ClockIt

Both apps 19Salesmate 12ClockIt 7

• 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
  Clock in or out

  Records a punch for an employee at the current moment, clocking them in if they are out and out if they are in.

• Action
  Get basic attendance report

  Returns the basic attendance report: one summary row per employee per day in a date range, with status, punch times, worked, break, overtime and leave totals.

• Action
  List check-in logs

  Returns field check-in visits logged from the ClockIt mobile app for every tracked employee, grouped by date, over a date range.

• Action
  List departments

  Returns every department in the company, optionally limited to one site, with each department's name and site.

• Action
  List schedules

  Returns every shift scheduled for each active employee in a date range of up to 31 days, with the punches, worked and break time, and project time logged against each shift.

• Action
  List sites

  Returns every site in your ClockIt company, ordered by name, with each site's ID, name and time zone.

• Action
  List time logs

  Returns punch data and worked durations for every tracked employee in the company, grouped by date, for a date range.

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