Requirements
Before you set up the credential, make sure you have an active Salesmate account and an API access token from your account settings ready.[3]
Get your Salesmate credentials
Connect Salesmate in WEXTL
- Log in to your WEXTL account, add the Salesmate node module to your workflow, and click Create new credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your Salesmate account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
Salesmate node modules
The list below is a reference of every Salesmate node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Each Salesmate node module below opens to reveal its input parameters, outputs, and connection requirements.
Watch New ContactsTrigger
Fetch Lookup Field DetailsSearch
Get Active UsersSearch
Get ActivitySearch
Get All NotesSearch
Get CompanySearch
Get ContactSearch
Get Custom Module RecordSearch
Get DealSearch
Get Module IDsSearch
Get NoteSearch
Get Note AttachmentSearch
Search ActivitiesSearch
Search CompaniesSearch
Search ContactsSearch
Search Custom Module RecordsSearch
Search DealsSearch
Search ProductsSearch
Add ActivityAction
Add CompanyAction
Add ContactAction
Add DealAction
Add Lookup Field ValueAction
Add NoteAction
Add ProductAction
Add Product VariantAction
Create Custom Module RecordAction
Delete ActivityAction
Delete CompanyAction
Delete ContactAction
Delete Custom Module RecordAction
Delete DealAction
Delete NoteAction
Delete ProductAction
Delete Products BulkAction
Make an API Calluniversal
Pin NoteAction
Unpin NoteAction
Update ActivityAction
Update CompanyAction
Update ContactAction
Update Custom Module RecordAction
Update DealAction
Update Multiple Lookup FieldsAction
Update NoteAction
Update ProductAction
Templates
Look for Salesmate templates in the WEXTL template library.
Browse templates →Explore alternative apps
- Agile CRM[2]Manage contacts, companies, and deals in Agile CRM.
- ApptivoAll-in-one CRM and business suite for contacts, deals, projects, and invoicing.
- ClientifyCRM and sales automation platform for managing contacts, deals, and customer communication.
- ApolloManage Apollo contacts, accounts, sequences, tasks, and deals — search saved records, enroll prospects, and send outreach email.
- AxonautManage companies, quotations, invoices, opportunities, projects, tasks and products in Axonaut, the CRM and invoicing software for small businesses.
References
- WEXTL® Salesmate Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for Salesmate.
- WEXTL® visual workflow builder data.
Last updated: Sep 3, 2026 08:06