Salesmate

Triggers

No triggers available

Actions

• Update Product

  Update an existing product in Salesmate

• Search Products

  Search for products with filters. Maximum 250 records per request.

• Update Contact

  Update an existing contact in Salesmate

• Add Contact Note

  Add a new note to a contact

• Delete Contact Note

  Delete a note from a contact

• Add Company Note

  Add a new note to a company

• Update Company Note

  Update an existing note on a company

• Delete Company Note

  Delete a note from a company

• Pin Company Note

  Pin a company note to keep it at the top

• Unpin Company Note

  Unpin a pinned company note

• Add Deal Note

  Add a new note to a deal

• Update Deal Note

  Update an existing note on a deal

• Delete Deal Note

  Delete a note from a deal

• Pin Deal Note

  Pin a deal note to keep it at the top

• Unpin Deal Note

  Unpin a pinned deal note

• Add Activity Note

  Add a new note to an activity/task

• Update Activity Note

  Update an existing note on an activity/task

• Delete Activity Note

  Delete a note from an activity/task

• Pin Activity Note

  Pin an activity/task note to keep it at the top

• Unpin Activity Note

  Unpin a pinned activity/task note

• Add Custom Module Note

  Add a new note to a custom module, ticket, or quote

• Update Custom Module Note

  Update a note in a custom module, ticket, or quote

• Delete Custom Module Note

  Delete a note from a custom module, ticket, or quote

• Pin Custom Module Note

  Pin a note in a custom module, ticket, or quote to keep it at the top

• Unpin Custom Module Note

  Unpin a pinned note in a custom module, ticket, or quote

• Update Custom Module Record

  Update a record in a custom module

• Get Custom Module Record

  Get details of a custom module record by ID

• Delete Custom Module Record

  Delete a custom module record (soft or hard delete)