Connect Salesmate to Unleashed Software

Both apps 26Salesmate 12Unleashed Software 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 customer
• Action
  Add product

  Adds a new product

• Action
  Add purchase order
• Action
  Add sales order
• Action
  Add stock adjustment

  Creates a stock adjustment in Unleashed for a warehouse, setting new quantities and values for one or more products.

• Action
  Get stock adjustment

  Returns one Unleashed stock adjustment by its GUID, with its number, warehouse, reason, status and adjusted product lines.

• Action
  List customers

  Lists customers in Unleashed, optionally filtered by code, name, email, type, currency and more. Returns the first page (up to 200 customers).

• Action
  List products

  Lists products in your Unleashed account, optionally filtered by code, description, barcode, brand, group, customer or modified date.

• Action
  List purchase orders

  Lists purchase orders in Unleashed, optionally filtered by status, dates, supplier, warehouse or order number.

• Action
  List sales invoices

  Lists sales invoices in Unleashed, optionally filtered by customer, dates, status, invoice or order number, and payment status.

• Action
  List sales orders

  Lists a page of sales orders, newest-modified first, optionally filtered by customer, status, warehouse or date range.

• Action
  List suppliers

  Lists suppliers in the Unleashed account, optionally filtered by supplier code, contact email or modified date.

• Action
  Update product

  Updates an existing product by GUID. Only the fields you fill in are changed; every other field keeps its current value.

• Action
  Update sales order

  Updates an existing sales order in Unleashed. Only the fields you fill in are changed; everything else on the order keeps its current value.

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