Integration

Connect UniBee to Salesmate

When something happens in UniBee, your agent does the next thing in Salesmate. Describe it in plain language and the automation is built, tested on every branch and kept running.

UniBee9 triggersUniBee17 actionsSalesmate2 triggersSalesmate10 actions

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What do you want UniBee and Salesmate 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.

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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.

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Everything your agent can do with UniBee and Salesmate

Triggers and actions 11 triggers · 27 actions

Trigger
New Invoice Event
Triggers when an invoice event occurs (created, paid, process, cancelled, failed, or reversed).
Trigger
New Payment Event
Triggers when a payment event occurs (created, authorised need, success, cancelled, or failure).
Trigger
New Refund Event
Triggers when a refund event occurs (created, success, failure, cancelled, or reversed).
Trigger
New Subscription Activated
Triggers when a subscription becomes active.
Trigger
New Subscription Event
Triggers when a subscription event occurs (created, activated, updated, cancelled, expired, etc.).
Trigger
New Subscription Onetime Addon Event
Triggers when a subscription onetime addon event occurs (created, success, cancelled, or expired).
Trigger
New Subscription Pending Update Event
Triggers when a subscription pending update event occurs (create, success, or cancelled).
Trigger
New User Event
Triggers when a user event occurs (created, updated, metric update, or subscription update).
Trigger
New User Plan Change
Triggers when a user subscription or subscription change occurs.
Action
Add Discount Code
Create a new discount/promo code. Endpoint: POST /merchant/discount/new (New Discount Code).
Action
Add Invoice
Create a new invoice. Endpoint: POST /merchant/invoice/new (New Invoice).
Action
Add Payment
Record/create a new payment. Endpoint: POST /merchant/payment/new (New Payment).
Action
Add Plan
Create a new subscription plan. Endpoint: POST /merchant/plan/new (Create Plan).
Action
Add Product
Create a new product. Endpoint: POST /merchant/product/new (Create Product).
Action
Add Subscription
Create a new subscription for a user against a plan. Endpoint: POST /merchant/subscription/new (Create Subscription).
Action
Add User
Create a new customer/user record in UniBee. Endpoint: POST /merchant/user/new (New User).
Action
Cancel Subscription
Cancel a subscription immediately. Endpoint: POST /merchant/subscription/cancel (Cancel Subscription Immediately).
Action
Get Invoice
Fetch a single invoice's detail by invoice id. Endpoint: GET /merchant/invoice/detail (Invoice Detail).
Action
Get Payment
Fetch a single payment's detail by payment id. Endpoint: GET /merchant/payment/detail (Payment Detail).
Action
Get Plan
Fetch a single plan's detail by plan id. Endpoint: GET /merchant/plan/detail (Plan Detail).
Action
Get Subscription
Fetch a single subscription's detail by subscription id. Endpoint: GET /merchant/subscription/detail (Subscription Detail).
Action
Get User
Fetch a single user's profile by user id. Endpoint: GET /merchant/user/profile (Get User Profile).
Action
List Discount Codes
List discount codes with pagination/filters. Endpoint: GET /merchant/discount/list (Get Discount Code List).
Action
List Products
List products with pagination/filters. Endpoint: GET /merchant/product/list (Get Product List).
Action
List Users
List/search customer users with pagination. Endpoint: GET /merchant/user/list (User List).
Action
Update User
Update an existing user's profile fields. Endpoint: POST /merchant/user/update_profile (Update User Profile).
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.

Each app on its own

The other way round: Salesmate to UniBee