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What do you want Salesmate and PostHog to do together?
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Triggers and actions 3 triggers ยท 20 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
Action PerformedTriggers when an action is performed by a user.
Action
Add annotationCreate a new annotation on the project timeline (content, date_marker, scope). POST /api/projects/:project_id/annotations/
Action
Capture EventCaptures an event.
Action
Evaluate feature flagsEvaluate all feature flag values for a given distinct_id/person, returning flag states for use in automation branching. Public POST /flags endpoint (project token auth).
Action
Get personRetrieve a single person by ID. GET /api/projects/:project_id/persons/:id/
Action
List annotationsList annotations in the project. GET /api/projects/:project_id/annotations/
Action
List cohortsList cohorts defined in the project. GET /api/projects/:project_id/cohorts/
Action
List feature flagsList feature flags defined in the project. GET /api/projects/:project_id/feature_flags/
Action
List insightsList saved insights (charts/graphs) in the project. GET /api/projects/:project_id/insights/
Action
List personsList/search persons in the project, optionally filtered by distinct_id or properties. GET /api/projects/:project_id/persons/
Action
Update personUpdate a person's properties by ID. PATCH /api/projects/:project_id/persons/:id/
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.