Integration

Connect Salesmate to ConvertAPI PDF Tools

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

Salesmate2 triggersSalesmate10 actionsConvertAPI PDF Tools17 actions

Browse all apps

Build it

What do you want Salesmate and ConvertAPI PDF Tools 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.

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Or work from Claude Code

Install the APIANT plugin for Claude Code and build, edit, test and read run history from your terminal. Every plan gets this, including free, and it spends no assistant credits.

Connect Claude Code

Everything your agent can do with Salesmate and ConvertAPI PDF Tools

Triggers and actions 2 triggers · 27 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
Advanced: Convert File
Convert files between formats (e.g., PDF, DOCX, JPG) automatically. Use this to standardize files from uploads, emails, or cloud storage.
Action
Combine or Merge PDF Files
Merge multiple PDF files into a single document. Perfect for combining reports, invoices, contracts or other documents.
Action
Compress PDF
Reduce PDF file size up to 90% while preserving quality. Perfect for email attachments, uploads, or storage optimization.
Action
Email to PDF
Convert email files (MSG, EML) into PDF documents. Great for archiving emails or sharing them in a universal format.
Action
Images to PDF
Combine images (JPG, PNG, etc.) into a single PDF document. Great for scans, receipts, or generating reports from images.
Action
Office to PDF
Convert Office files (DOCX, XLSX, PPTX) into PDF format. Useful for sharing documents in a consistent, print-ready format.
Action
PDF to DOCX
Convert PDFs into editable Word (DOCX) documents. Useful for editing contracts, reports, or scanned documents.
Action
PDF to PDF/A
Convert PDFs to PDF/A format for long-term archiving. Ideal for compliance, legal storage, and document preservation.
Action
PDF to PNG
The API for converting PDF documents to PNG images. Each PDF page will be converted to separate png image. Useful for previews, thumbnails, or sharing individual pages.
Action
PDF to PPTX
Convert PDFs into editable PowerPoint (PPTX) presentations. Ideal for reusing content in slides or presentations.
Action
PDF to XLSX
Extract tables from PDFs into Excel (XLSX) format. Great for working with financial data, reports, or structured tables.
Action
Protect PDF
Add password protection to secure PDF documents. Useful for protecting sensitive files before sharing or storing.
Action
Redact PDF
Remove or mask sensitive information in PDF documents. Useful for compliance, privacy, and secure document sharing.
Action
Repair PDF
Fix corrupted or damaged PDF files automatically. Helpful when dealing with broken downloads or failed file transfers.
Action
WEB to JPG
Convert web pages into JPG images from a URL. Useful for previews, sharing snapshots, or visual archives.
Action
WEB to PDF
Convert any web page into a PDF using its URL. Great for saving invoices, articles, or dashboards automatically.
Action
WEB to PNG
Convert web pages into PNG images from a URL. Ideal for high-quality screenshots or design references.

Each app on its own

The other way round: ConvertAPI PDF Tools to Salesmate