Integration
Connect Salesmate to Yay! Forms
When something happens in Salesmate, your agent does the next thing in Yay! Forms. 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 Yay! Forms 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
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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 Yay! Forms
Triggers and actions 3 triggers ยท 22 actions
Trigger
New De-Activated UserTriggers when a user in Salesmate is de-activated.
Trigger
New UserTriggers when a new user is added to your Salesmate account.
Action
Add NoteAdds a note to a contact in Salesmate. Returns the id of the note that was created.
Action
Create ContactCreates a new contact in Salesmate. Returns the id of the contact that was created.
Action
Random UserPicks 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 ActivityReturns how many Salesmate activities match the criteria you supply, without returning the activities themselves.
Action
Search for Total Rows in CompanyReturns how many Salesmate companies match the criteria you supply, without returning the companies themselves.
Action
Search for Total Rows in ContactsReturns how many Salesmate contacts match the criteria you supply, without returning the contacts themselves.
Action
Search for Total Rows in DealReturns how many Salesmate deals match the criteria you supply, without returning the deals themselves.
Action
Search UserReturns 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 ContactUpdates an existing contact in Salesmate. Only the fields you supply are changed.
Action
Update NoteUpdates an existing note on a contact in Salesmate.
Trigger
New ResponseTriggers when a new response is submitted.
Action
Create FieldAdds a new question field to a Yay! Forms form and returns the created field.
Action
Create FormCreates a new form in a Yay! Forms workspace and returns the created form, including its ID and public key.
Action
Delete FieldDeletes one question field from a Yay! Forms form.
Action
Delete FormDeletes a Yay! Forms form along with its fields and responses.
Action
Get FormReturns one Yay! Forms form with its settings, theme, status and response counts.
Action
Get Form StatsReturns view, start and response counts for a Yay! Forms form, plus its completion rate and average time to complete.
Action
List FieldsReturns every question field on a Yay! Forms form, in the order they appear.
Action
List FormsReturns the forms in a Yay! Forms workspace, one page at a time.
Action
List ResponsesReturns the responses submitted to a Yay! Forms form, one page at a time.
Action
List WorkspacesReturns the Yay! Forms workspaces you have access to, with each workspace's id, name and plan.
Action
Update FieldUpdates one question field on a Yay! Forms form. Anything you leave blank keeps its current value.
Action
Update FormUpdates a Yay! Forms form's details and settings. Anything you leave blank 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.