Action★ Featured
Create Company
SALESMATE_CREATE_COMPANYRegister a new company in your Salesmate CRM so you can organize contacts, track deals, and manage relationships with different organizations all in one place.
Salesmate
Reference
6 actions for Salesmate workflows.
Act on Salesmate from a workflow
Operations are the actions a workflow can take in Salesmate, grouped by category. Each lists its method, parameters, and a template you can drop it into.
Companies
2 operationsManage your customer organizations within Salesmate by retrieving company details and adding new company records to your system. Use these operations to keep your organization database current and ensure seamless access to company information during your sales workflows.
Action
Get Company
SALESMATE_GET_COMPANYRetrieve complete information about a specific company in your Salesmate CRM using its unique ID, including contact details, company size, industry, and other key business information.
Modules
1 operationDiscover the available modules and features accessible within your Salesmate environment. This helps you understand what data structures and operations are available for building comprehensive automation workflows.
Action
List Modules
SALESMATE_LIST_MODULESRetrieves all available modules in your Salesmate CRM system, helping you understand which data types and features you can work with through the API.
Products
2 operationsMaintain your product catalog by adding new offerings and removing outdated items from your inventory. These operations support product lifecycle management as part of your sales process automation.
Action★ Featured
Add Product
SALESMATE_ADD_PRODUCTCreate a new product in Salesmate with details like name, SKU, and pricing so you can reference it across deals, orders, and customer transactions. This ensures consistent product information throughout your sales pipeline.
Action
Delete Product
SALESMATE_DELETE_PRODUCTRemove a product from your Salesmate catalog when it's no longer available or needed. Use this to keep your product inventory clean and up-to-date.
Users
1 operationRetrieve information about active team members currently working within your Salesmate instance. This is useful for assigning tasks, setting permissions, and tracking resource availability in your automation workflows.
Action
Get Active Users
SALESMATE_GET_ACTIVE_USERSRetrieves a list of all users currently marked as active in your Salesmate account, allowing you to see who is available for task assignments and team management.
Use Salesmate in a workflow
Drop a trigger and an action into a template; approve from your phone; the workflow runs.