Salesmachine

Salesmachine
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Connecting Salesmachine to {{Make}}

To connect your Salesmachine account to {{Make}} you need to obtain the API Token from your Salesmachine account and insert it in the Create a connection dialog in the {{Make}} module.

1. Write to the sales@salesmachine.io account.

2. Go to {{Make}} and open the Salesmachine module's Create a connection dialog.

3. In the Connection name field, enter a name for the connection.

4. In the API Token v2 field, enter the token received from the sales team, and click Continue.

	Note
	Enter the v1 API token for the following modules: Create/Update a Contact Create/Update an Account Create an Event

The connection has been established.

Contacts

You can create, update, list, retrieve, and delete the contacts using the following modules.

List Contacts

Gets a list of contacts.

Connection	Establish a connection to your Salesmachine account.
Limit	Set the maximum number of contacts {{Make}} should return during one execution cycle.
Archived	Select whether you want to list the archived contacts.
Order	Select or map the order in which you want to list the contacts.
Sort	Select or map the option to sort the contacts.

Get a Contact

Gets a contact.

Connection	Establish a connection to your Salesmachine account.
Contact ID	Select or map the Contact ID whose details you want to retrieve.

Create/Update a Contact

Creates or updates a contact.

	Note
	Use the V1 API token to establish the connection for the proper execution of scenarios.

Connection	Establish a connection to your Salesmachine account.
Contact UID	Select or map the Contact UID whose details you want to update.
Email	Enter (map) the contact's email address.
Name	Enter (map) the contact's name.
Gender	Enter (map) the contact's gender.
MRR	Enter (map) the amount spent by the contact on the Salesmachine application.
Account UID	Enter (map) Account UID related to the contact.
Churn Date	Enter (map) the date on which the contact has canceled their subscription.
Churn MMR	Enter (map) the amount lost due to the cancelation.
Churn Reason	Enter (map) the reason for canceling the subscription.
Churn Comment	Enter (map) the comment text for churning the contact.

Delete a Contact

Deletes a contact.

Connection	Establish a connection to your Salesmachine account.
Contact ID	Select or map the Contact ID you want to delete.

Accounts

You can create, update, list, retrieve, and delete the accounts.

List Accounts

Gets a list of accounts.

Connection	Establish a connection to your Salesmachine account.
Limit	Set the maximum number of accounts {{Make}} should return during one execution cycle.
Archived	Select whether you want to list the archived accounts.
Order	Select or map the order in which you want to list the accounts. For example, `ascending`.
Sort	Select or map the option to sort the accounts. For example, `Created at`.

Get an Account

Gets an account.

Connection	Establish a connection to your Salesmachine account.
Account ID	Select or map the Account ID whose details you want to retrieve.

Create/Update an Account

Creates or updates an account.

	Note
	Use V1 API token to establish the connection for proper execution of scenarios.

Connection	Establish a connection to your Salesmachine account.
Account UID	Select or map the Account UID whose details you want to create or update. If the specified Account UID is not present then a new account will be created.
Name	Enter (map) the account name.
MRR	Enter (map) the amount spent by the account.
Domain	Enter (map) the domain of the account.
Chum Date	Enter (map) the date on which the account was canceled.
Churn MMR	Enter (map) the amount canceled by the account.
Churn Reason	Enter (map) the reason for canceling the account.
Churn Comment	Enter (map) the comment text explaining the reason to churn the account.

Delete an Account

Deletes an account.

Connection	Establish a connection to your Salesmachine account.
Account ID	Select or map the Account ID you want to delete.

Events

Create an Event

Creates an event.

	Note
	User V1 API token to establish the connection for proper execution of the scenarios.

Connection	Establish a connection to your Salesmachine account.
Contact UID	Select or map the Contact UID whose event you want to create.
Event UID	Select or map the Event UID you want to create.
Account UID	Select or map the Account UID related to the event.
Display Name	Enter (map) the event name that displays in the account.

Other

You can make API calls using the following modules.

Make an API Call

Performs an arbitrary authorized API call.

Connection

Establish a connection to your Salesmachine account.

URL

Enter a path relative to https://api.salesmachine.io For example: /v2/accounts

	Note
	For the list of available endpoints, refer to the Salesmachine API Documentation.

Method

Select the HTTP method you want to use:

GET to retrieve information for an entry.

POST to create a new entry.

PUT to update/replace an existing entry.

PATCH to make a partial entry update.

DELETE to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - List Contacts

The following API call returns all the contacts from your Salesmachine account:

URL: /v2/Contacts

Method: GET

Matches of the search can be found in the module's Output under Bundle > Body > data.

In our example, the 3 contacts were returned:

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