App
Salesmate
Salesmate is an All-in-one Sales Management, Automation, and Acceleration Software for Teams of All Sizes & Shapes.
What your agent can do with Salesmate
Triggers and actions 2 triggers · 10 actions
- TriggerNew De-Activated User
Triggers when a user in Salesmate is de-activated.
- TriggerNew User
Triggers when a new user is added to your Salesmate account.
- ActionAdd Note
Adds a note to a contact in Salesmate. Returns the id of the note that was created.
- ActionCreate Contact
Creates a new contact in Salesmate. Returns the id of the contact that was created.
- ActionRandom User
Picks one active Salesmate user at random, for round-robin style assignment. Returns that user's id, name and email.
- ActionSearch for Total Rows in Activity
Returns how many Salesmate activities match the criteria you supply, without returning the activities themselves.
- ActionSearch for Total Rows in Company
Returns how many Salesmate companies match the criteria you supply, without returning the companies themselves.
- ActionSearch for Total Rows in Contacts
Returns how many Salesmate contacts match the criteria you supply, without returning the contacts themselves.
- ActionSearch for Total Rows in Deal
Returns how many Salesmate deals match the criteria you supply, without returning the deals themselves.
- ActionSearch 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.
- ActionUpdate Contact
Updates an existing contact in Salesmate. Only the fields you supply are changed.
- ActionUpdate Note
Updates an existing note on a contact in Salesmate.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Not listed?
Need a trigger or action that is not here?
Ask your agent. Describe what you need in plain language and it reads the Salesmate API documentation, builds the operation at whatever depth the API allows, tests every branch and ships it. The list above is what exists today, not the limit.