What actions can I run in Salesmate?

46 actions are available, including "Fetch Lookup Field Details", "Get Active Users", and "Get Activity", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Salesmate Integrations

Manage contacts, companies, deals, activities, and notes in Salesmate CRM. Keep Salesmate contacts, deals, and pipeline events in sync with the rest of your stack.

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Watch New ContactsTriggers when new contacts occur.
Fetch Lookup Field DetailsRetrieves lookup field details.
Get Active UsersReturns active users.
Get ActivityReturns activity.
Get All NotesReturns all notes.
Get CompanyReturns company.
Get ContactReturns contact.
Get Custom Module RecordReturns custom module record.
Get DealReturns deal.
Get Module IDsReturns module ids.
Get NoteReturns note.
Get Note AttachmentReturns note attachment.
Search ActivitiesSearches for activities.
Search CompaniesSearches for companies.
Search ContactsSearches for contacts.
Search Custom Module RecordsSearches for custom module records.
Search DealsSearches for deals.
Search ProductsSearches for products.
Add ActivityCreates activity.
Add CompanyCreates company.
Add ContactCreates contact.
Add DealCreates deal.
Add Lookup Field ValueCreates lookup field value.
Add NoteCreates note.
Add ProductCreates product.
Add Product VariantCreates product variant.
Create Custom Module RecordCreates custom module record.
Delete ActivityDeletes activity.
Delete CompanyDeletes company.
Delete ContactDeletes contact.
Delete Custom Module RecordDeletes custom module record.
Delete DealDeletes deal.
Delete NoteDeletes note.
Delete ProductDeletes product.
Delete Products BulkDeletes products bulk.
Make an API CallPerforms an arbitrary authorized API call.
Pin NotePins note.
Unpin NoteUnpins note.
Update ActivityUpdates activity.
Update CompanyUpdates company.
Update ContactUpdates contact.
Update Custom Module RecordUpdates custom module record.
Update DealUpdates deal.
Update Multiple Lookup FieldsUpdates multiple lookup fields.
Update NoteUpdates note.
Update ProductUpdates product.
Update Single Lookup FieldUpdates single lookup field.

When to use Salesmate

Common scenarios where Salesmate automation saves time and reduces manual work.

Trigger workflows automatically when "Watch New Contacts" fires in Salesmate — start multi-step automations without polling or manual checks.
Use "Get Active Users" as an automated action in Salesmate so records stay consistent whenever something changes elsewhere in your stack.
Combine "Get Active Users" from Salesmate with triggers or actions in other apps to close the loop — one event, many downstream outcomes.

Frequently asked questions

Common questions about automating Salesmate in your workflows.

Salesmate has 1 trigger, including "Watch New Contacts". Use them to start workflows the moment Salesmate events fire — no polling required.

Salesmate Integrations

When to use Salesmate

Frequently asked questions

Salesmate Integrations

When to use Salesmate

Connect Salesmate to any app in workflows

Frequently asked questions

Connect Salesmate to any app in workflows

Connect Salesmate to any app in workflows

Connect Salesmate to any app in workflows

Salesmate Integrations

Salesmate triggers and actions

When to use Salesmate

Frequently asked questions

What triggers does Salesmate support?

What actions can I run in Salesmate?

Do I need to write code to automate this?

Is the integration secure?

Salesmate Integrations

Salesmate triggers and actions

When to use Salesmate

Connect Salesmate to any app in workflows

Frequently asked questions

What triggers does Salesmate support?

What actions can I run in Salesmate?

Do I need to write code to automate this?

Is the integration secure?

Connect Salesmate to any app in workflows

Connect Salesmate to any app in workflows

Connect Salesmate to any app in workflows