Connect Salesmate to Swiftype

Both apps 27Salesmate 12Swiftype 15

• 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 Document

  Triggers when a new Document is created.

• Action
  Add domain

  Add a crawler domain to an Engine. POST /api/v1/engines/{engine_id}/domains.json with url.

• Action
  Add engine

  Create a new Engine (index). POST /api/v1/engines.json with name.

• Action
  Create Document

  Creates a new Document.

• Action
  Delete document

  Delete a document by document_id from a document type. DELETE /api/v1/engines/{engine_id}/document_types/{document_type}/documents/{document_id}.json

• Action
  Delete domain

  Remove a crawler domain from an Engine. DELETE /api/v1/engines/{engine_id}/domains/{domain_id}.json

• Action
  Delete engine

  Delete an Engine by id. DELETE /api/v1/engines/{engine_id}.json

• Action
  Get document

  Retrieve a single document by external_id from a document type. GET /api/v1/engines/{engine_id}/document_types/{document_type}/documents/{external_id}.json

• Action
  Get engine

  Retrieve a single Engine by id or name. GET /api/v1/engines/{engine_id}.json

• Action
  List documents

  List documents within a document type/engine. GET /api/v1/engines/{engine_id}/document_types/{document_type}/documents.json

• Action
  List domains

  List crawler domains configured on an Engine. GET /api/v1/engines/{engine_id}/domains.json

• Action
  List engines

  List all Engines for the account. GET /api/v1/engines.json

• Action
  Recrawl domain

  Trigger a recrawl of a domain's crawled content. PUT /api/v1/engines/{engine_id}/domains/{domain_id}/recrawl.json

• Action
  Search documents

  Perform full-text search over documents within an Engine. GET/POST https://search-api.swiftype.com/api/v1/public/engines/search.json with engine_key + q. Returns matching records grouped by document type.

• Action
  Update document

  Update fields on an existing document. PUT /api/v1/engines/{engine_id}/document_types/{document_type}/documents/{document_id}/update_fields.json

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