Integration

Connect Salesmate to Process Street

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

Salesmate2 triggersSalesmate10 actionsProcess Street4 triggersProcess Street8 actions

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What do you want Salesmate and Process Street 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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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.

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Everything your agent can do with Salesmate and Process Street

Triggers and actions 6 triggers · 18 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.
Trigger
New Comment Attachment
Triggers when someone attaches a file to a comment in a workflow run.
Trigger
New Task Checked
Triggers when a task is checked off in a workflow.
Trigger
New Workflow Run
Triggers when a workflow is run.
Trigger
Task Ready
Triggers when a task is ready to be worked on.
Action
Create Data Set Record
Adds a new record to a data set.
Action
Delete Data Set Record
Deletes an existing record in a data set.
Action
Find Data Set Records
Search for data set records by form fields.
Action
Find Workflow Run
Search for a workflow run by ID, name, form fields, and other attributes.
Action
Run Workflow
Runs a workflow.
Action
Update Data Set Record
Updates an existing record in a data set.
Action
Update Task
Update a task in a workflow run.
Action
Update Workflow Run
Update an existing workflow run.

Each app on its own

The other way round: Process Street to Salesmate