Connect Salesmate to Signaturit

Both apps 26Salesmate 12Signaturit 14

• 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
  Add contact

  Creates a contact (name and email) in your Signaturit address book.

• Action
  Cancel a Signature Request

  Cancels a signature request so its signers can no longer sign the document. Returns the canceled signature request.

• Action
  Create a Certified Email

  Sends a certified email to a recipient with an attached document and returns the new certified email with its certificates.

• Action
  Create a Signature Request

  Creates a signature request that sends a document to a signer for e-signature.

• Action
  Delete contact

  Deletes a contact from your Signaturit contacts.

• Action
  Delete signature

  Deletes a signature request. Requests that are still in progress cannot be deleted.

• Action
  Get certified email

  Returns a certified email request by its id, including each recipient's certificate, status and delivery events.

• Action
  Get contact

  Returns a single Signaturit contact (name and email) by its id.

• Action
  Get signature

  Returns a signature request with its documents, signers, statuses and events.

• Action
  List certified emails

  Returns the certified emails in your Signaturit account, optionally filtered by status and send date.

• Action
  List contacts

  Returns the contacts saved in your Signaturit account, optionally filtered by email or name.

• Action
  List signatures

  Returns the signature requests in your Signaturit account, optionally filtered by status, sent date range or a list of signature IDs.

• Action
  Send a Signature Request Reminder

  Sends a reminder email to the signers of a pending signature request and returns the updated signature request.

• Action
  Update contact

  Updates the email and/or name of an existing contact.

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