CRMIn development

Salesmate

Salesmate is an AI-powered CRM platform designed to help businesses engage leads, close deals faster, nurture relationships, and provide seamless support through a unified, intuitive interface.

In development

Cataloged and scoped, not yet available to run in production.

6
actions

Actions

Operations this integration can perform.

6

Add Product

Tool to add a new product. Use when you need to create a new product in Salesmate before referencing it (e.g., in deals or orders). Example: "Add a product named 'Widget Pro' (SKU WPRO1) priced at 199.99 USD."

Create Company

Tool to create a new company in the Salesmate CRM. Use when you need to register a new organization.

Delete Product

Tool to delete a product by ProductId. Use when you need to remove a product from the catalog after confirming the correct ProductId.

Get Active Users

Tool to retrieve all active users. Use when you need to fetch only users currently marked active for tasks, assignments, or user management audits.

Get Company

Tool to retrieve details of a specific company by ID. Use when you have a company ID and need its full record. Example: "Get company 42".

List Modules

Tool to list all available Salesmate modules. Returns the core CRM modules including Contacts, Companies, Deals, Activities, Products, and Tickets. Use this to discover which modules are available for API operations.

Triggers

Events that start workflows from this integration.

6

Activity Created

Triggers when a new activity is created in Salesmate.

Company Created

Triggers when a new company is created in Salesmate.

Contact Created

Triggers when a new contact is created in Salesmate.

Contact Updated

Triggers when an existing contact is updated in Salesmate.

Deal Created

Triggers when a new deal is created in Salesmate.

Deal Updated

Triggers when an existing deal is updated in Salesmate.

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