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Salesmate

The Salesmate node allows you to automate work in Salesmate, and integrate Salesmate with other applications. Robbot Automation has built-in support for a wide range of Salesmate credentials, including creating, updating, deleting, and getting activities, companies, and deals.

On this page, you'll find a list of operations the Salesmate node supports and links to more resources.

!!! note "Credentials" Refer to Salesmate credentials for guidance on setting up authentication.

!!! note "Examples and templates" For usage examples and templates to help you get started, take a look at Robbot Automation's Salesmate list.

Basic Operations​

  • Activity
    • Create an activity
    • Delete an activity
    • Get an activity
    • Get all companies
    • Update an activity
  • Company
    • Create a company
    • Delete a company
    • Get a company
    • Get all companies
    • Update a company
  • Deal
    • Create a deal
    • Delete a deal
    • Get a deal
    • Get all deals
    • Update a deal

Example Usage​

This workflow allows you to create a company in Salesmate. You can also find the workflow on the website. This example usage workflow would use the following two nodes.

1. Start node​

The start node exists by default when you create a new workflow.

2. Salesmate node​

  1. First of all, you'll have to enter credentials for the Salesmate node. You can find out how to do that here.
  2. Select the 'Company' option from the Resource dropdown list.
  3. Enter the name of the company in the Name field.
  4. Select the owner from the Owner dropdown list.
  5. Click on Save to run the workflow.