Integration
Connect Salesmate to Relevance AI
When something happens in Salesmate, your agent does the next thing in Relevance AI. Describe it in plain language and the automation is built, tested on every branch and kept running.
Build it
What do you want Salesmate and Relevance AI 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 CodeEverything your agent can do with Salesmate and Relevance AI
Triggers and actions 2 triggers ยท 15 actions
Trigger
New De-Activated UserTriggers when a user in Salesmate is de-activated.
- New User
Triggers when a new user is added to your Salesmate account.
- Add Note
Adds a note to a contact in Salesmate. Returns the id of the note that was created.
- Create Contact
Creates a new contact in Salesmate. Returns the id of the contact that was created.
- Random User
Picks one active Salesmate user at random, for round-robin style assignment. Returns that user's id, name and email.
- Search for Total Rows in Activity
Returns how many Salesmate activities match the criteria you supply, without returning the activities themselves.
- Search for Total Rows in Company
Returns how many Salesmate companies match the criteria you supply, without returning the companies themselves.
- Search for Total Rows in Contacts
Returns how many Salesmate contacts match the criteria you supply, without returning the contacts themselves.
- Search for Total Rows in Deal
Returns how many Salesmate deals match the criteria you supply, without returning the deals themselves.
- 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.
- Update Contact
Updates an existing contact in Salesmate. Only the fields you supply are changed.
- Update Note
Updates an existing note on a contact in Salesmate.
Action
Get TaskGet a single task (conversation thread) by ID for an agent, including status and messages. Endpoint hint: Agent.getTask / task status polling.
- List Tasks
List tasks (conversation threads) for an agent, paginated/sortable/filterable by status. Endpoint hint: Agent.getTasks.
- Message Agent
Sends a message to an Agent. Doesn't wait for a response.
- Message Workforce
Sends a message to a Workforce. Doesn't wait for a response.
- Run Tool
Execute a Tool in Relevance AI. Waits for a response for up to 60 seconds.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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