About this integration
Manage contacts, companies, deals, activities, and notes in Salesmate CRM. This integration exposes its full API as workflow modules.
The integration includes 1 trigger, 17 search modules and 29 actions. Connections use basic authentication.
How to connect
The credential form asks for Link Name and Access Token.
Prefer the interactive builder form? Open it on the app page.
Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.
| Field | Type | Help |
|---|---|---|
Link NameRequired | text | Your subdomain only (acme for acme.salesmate.io). Do not include https://. |
Access TokenRequired | password | Access key from Profile → Access Key in Salesmate. |
Use it in workflow automation
Start with Watch New Contacts, then add Add Activity.
Triggers, searches and actions
Browse every Salesmate module field below: 1 trigger, 17 searchs, and 29 actions you can drop onto the canvas.
Triggers
This integration includes 1 trigger — start a workflow the moment something changes in the app.
- Watch New Contacts
Searches
Use any of 17 search modules to retrieve records without leaving the workflow canvas.
- Fetch Lookup Field Details
- Get Active Users
- Get Activity
- Get All Notes
- Get Company
12more searches
Actions
This integration includes 29 action modules — create, update, or delete records as part of any workflow.
- Add Activity
- Add Company
- Add Contact
- Add Deal
- Add Lookup Field Value
24more actions
Explore the fields available for each Salesmate trigger, search, and action.
Triggers
Input fields
| Field | Type |
|---|---|
Limit | number |
Output fields
| Field | Type |
|---|---|
First name | text |
Last name | text |
Email | |
Phone | text |
Owner | choice |
Searches
Input fields
| Field | Type |
|---|---|
ModuleRequired | text |
Record IDRequired | text |
Field nameRequired | text |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Created at | date |
Updated at | date |
Data | text |
Input fields
| Field | Type |
|---|---|
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Created at | date |
Updated at | date |
Data | text |
Input fields
| Field | Type |
|---|---|
Activity IDRequired | text |
Output fields
| Field | Type |
|---|---|
TitleRequired | text |
Type | text |
Description | text |
Owner | choice |
Input fields
| Field | Type |
|---|---|
ModuleRequired | choice |
Object IDRequired | text |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Created at | date |
Updated at | date |
Data | text |
Input fields
| Field | Type |
|---|---|
Company IDRequired | text |
Output fields
| Field | Type |
|---|---|
NameRequired | text |
Website | url |
Phone | text |
Owner | choice |
Input fields
| Field | Type |
|---|---|
Contact IDRequired | text |
Output fields
| Field | Type |
|---|---|
First name | text |
Last name | text |
Email | |
Phone | text |
Owner | choice |
Input fields
| Field | Type |
|---|---|
Module IDRequired | text |
Record IDRequired | text |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Created at | date |
Updated at | date |
Data | text |
Input fields
| Field | Type |
|---|---|
Deal IDRequired | text |
Output fields
| Field | Type |
|---|---|
TitleRequired | text |
Pipeline | text |
Stage | text |
Amount | number |
Owner | choice |
Input fields
| Field | Type |
|---|---|
Internal nameRequired | text |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Created at | date |
Updated at | date |
Data | text |
Input fields
| Field | Type |
|---|---|
ModuleRequired | choice |
Object IDRequired | text |
NoteRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Created at | date |
Updated at | date |
Data | text |
Input fields
| Field | Type |
|---|---|
ModuleRequired | choice |
Object IDRequired | text |
Note IDRequired | text |
Attachment IDRequired | text |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Created at | date |
Updated at | date |
Data | text |
Input fields
| Field | Type |
|---|---|
Display fields | array |
Filter query | text |
Sort | text |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Created at | date |
Updated at | date |
Data | text |
Input fields
| Field | Type |
|---|---|
Display fields | array |
Filter query | text |
Sort | text |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Created at | date |
Updated at | date |
Data | text |
Input fields
| Field | Type |
|---|---|
Display fields | array |
Filter query | text |
Sort | text |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Created at | date |
Updated at | date |
Data | text |
Input fields
| Field | Type |
|---|---|
Module IDRequired | text |
Filter query | text |
Display fields | array |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Created at | date |
Updated at | date |
Data | text |
Input fields
| Field | Type |
|---|---|
Display fields | array |
Filter query | text |
Sort | text |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Created at | date |
Updated at | date |
Data | text |
Input fields
| Field | Type |
|---|---|
Filter query | text |
Display fields | array |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Created at | date |
Updated at | date |
Data | text |
Actions
Input fields
| Field | Type |
|---|---|
TitleRequired | text |
Type | text |
Description | text |
Owner | choice |
Output fields
| Field | Type |
|---|---|
TitleRequired | text |
Type | text |
Description | text |
Owner | choice |
Input fields
| Field | Type |
|---|---|
NameRequired | text |
Website | url |
Phone | text |
Owner | choice |
Output fields
| Field | Type |
|---|---|
NameRequired | text |
Website | url |
Phone | text |
Owner | choice |
Input fields
| Field | Type |
|---|---|
First name | text |
Last name | text |
EmailRequired | |
Phone | text |
Owner | choice |
Output fields
| Field | Type |
|---|---|
First name | text |
Last name | text |
Email | |
Phone | text |
Owner | choice |
Input fields
| Field | Type |
|---|---|
TitleRequired | text |
Pipeline | text |
Stage | text |
Amount | number |
Owner | choice |
Output fields
| Field | Type |
|---|---|
TitleRequired | text |
Pipeline | text |
Stage | text |
Amount | number |
Owner | choice |
Input fields
| Field | Type |
|---|---|
ModuleRequired | text |
Record IDRequired | text |
Lookup fieldRequired | text |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Created at | date |
Updated at | date |
Data | text |
Input fields
| Field | Type |
|---|---|
ModuleRequired | choice |
Object IDRequired | text |
NoteRequired | text |
Pinned | boolean |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Created at | date |
Updated at | date |
Data | text |
Input fields
| Field | Type |
|---|---|
NameRequired | text |
SKU | text |
Description | text |
Unit price | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Created at | date |
Updated at | date |
Data | text |
Input fields
| Field | Type |
|---|---|
ProductRequired | choice |
Variant nameRequired | text |
SKU | text |
Unit price | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Created at | date |
Updated at | date |
Data | text |
Input fields
| Field | Type |
|---|---|
Module IDRequired | text |
FieldsRequired | text |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Created at | date |
Updated at | date |
Data | text |
Input fields
| Field | Type |
|---|---|
Activity IDRequired | text |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Created at | date |
Updated at | date |
Data | text |
Input fields
| Field | Type |
|---|---|
Company IDRequired | text |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Created at | date |
Updated at | date |
Data | text |
Input fields
| Field | Type |
|---|---|
Contact IDRequired | text |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Created at | date |
Updated at | date |
Data | text |
Input fields
| Field | Type |
|---|---|
Module IDRequired | text |
Record IDRequired | text |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Created at | date |
Updated at | date |
Data | text |
Input fields
| Field | Type |
|---|---|
Deal IDRequired | text |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Created at | date |
Updated at | date |
Data | text |
Input fields
| Field | Type |
|---|---|
ModuleRequired | choice |
Object IDRequired | text |
NoteRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Created at | date |
Updated at | date |
Data | text |
Input fields
| Field | Type |
|---|---|
ProductRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Created at | date |
Updated at | date |
Data | text |
Input fields
| Field | Type |
|---|---|
Product IDsRequired | array |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Created at | date |
Updated at | date |
Data | text |
Input fields
| Field | Type |
|---|---|
URLRequired | text |
MethodRequired | choice |
Headers | array |
Header | object |
Query String | array |
Parameter | object |
Body | text |
Output fields
| Field | Type |
|---|---|
Body | text |
Headers | object |
Status code | number |
Input fields
| Field | Type |
|---|---|
ModuleRequired | choice |
Object IDRequired | text |
NoteRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Created at | date |
Updated at | date |
Data | text |
Input fields
| Field | Type |
|---|---|
ModuleRequired | choice |
Object IDRequired | text |
NoteRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Created at | date |
Updated at | date |
Data | text |
Input fields
| Field | Type |
|---|---|
Activity IDRequired | text |
TitleRequired | text |
Type | text |
Description | text |
Owner | choice |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Created at | date |
Updated at | date |
Data | text |
Input fields
| Field | Type |
|---|---|
Company IDRequired | text |
NameRequired | text |
Website | url |
Phone | text |
Owner | choice |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Created at | date |
Updated at | date |
Data | text |
Input fields
| Field | Type |
|---|---|
Contact IDRequired | text |
First name | text |
Last name | text |
Email | |
Phone | text |
Owner | choice |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Created at | date |
Updated at | date |
Data | text |
Input fields
| Field | Type |
|---|---|
Module IDRequired | text |
Record IDRequired | text |
FieldsRequired | text |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Created at | date |
Updated at | date |
Data | text |
Input fields
| Field | Type |
|---|---|
Deal IDRequired | text |
TitleRequired | text |
Pipeline | text |
Stage | text |
Amount | number |
Owner | choice |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Created at | date |
Updated at | date |
Data | text |
Input fields
| Field | Type |
|---|---|
ModuleRequired | text |
Record IDRequired | text |
FieldsRequired | text |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Created at | date |
Updated at | date |
Data | text |
Input fields
| Field | Type |
|---|---|
ModuleRequired | choice |
Object IDRequired | text |
NoteRequired | choice |
NoteRequired | text |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Created at | date |
Updated at | date |
Data | text |
Input fields
| Field | Type |
|---|---|
ProductRequired | choice |
Name | text |
SKU | text |
Description | text |
Unit price | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Created at | date |
Updated at | date |
Data | text |
Input fields
| Field | Type |
|---|---|
ModuleRequired | text |
Record IDRequired | text |
Lookup fieldRequired | text |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Created at | date |
Updated at | date |
Data | text |