Salesmate CRM integration. Manage products, contacts, companies, deals, activities, and custom modules with comprehensive note management capabilities.
Use Salesmate as a trigger to kick off a workflow, or use it as an action to do something automatically in your workflow.
No triggers available
Update an existing product in Salesmate
Search for products with filters. Maximum 250 records per request.
Update an existing contact in Salesmate
Add a new note to a contact
Delete a note from a contact
Add a new note to a company
Update an existing note on a company
Delete a note from a company
Pin a company note to keep it at the top
Unpin a pinned company note
Add a new note to a deal
Update an existing note on a deal
Delete a note from a deal
Pin a deal note to keep it at the top
Unpin a pinned deal note
Add a new note to an activity/task
Update an existing note on an activity/task
Delete a note from an activity/task
Pin an activity/task note to keep it at the top
Unpin a pinned activity/task note
Add a new note to a custom module, ticket, or quote
Update a note in a custom module, ticket, or quote
Delete a note from a custom module, ticket, or quote
Pin a note in a custom module, ticket, or quote to keep it at the top
Unpin a pinned note in a custom module, ticket, or quote
Update a record in a custom module
Get details of a custom module record by ID
Delete a custom module record (soft or hard delete)
