Salesmate

Salesmate
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Getting Started with Salesmate

Prerequisites

A Salesmate account

In order to use Salesmate with {{Make}}, it is necessary to have a Salesmate account. If you do not have one, you can create a Salesmate account at accounts.salesmate.io/registration.

	Note
	The module dialog fields that are displayed in bold (in the {{Make}} scenario, not in this documentation article) are mandatory!

Connecting Salesmate to {{Make}}

To connect your Salesmate account to {{Make}} you need to obtain the Access Key, App Private Key, and Session Key details from your Salesmate account and insert it in the Create a connection dialog in the {{Make}} module.

1. Login to your Salesmate account.

2. Click the Profile Icon > My Account > Access Key.

3. Here you can find the Access Key, App Private Key, and Session Key details.

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

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

6. In the Access Key, App Private Key, and Session Key field, enter the details provided in step 3 respectively.

7. In the Linkname field, enter your Salesmate account's URL address. For example, www.xyz.salesmate.io.

Deal

Watch Deals

Triggers when a new deal is created.

Connection	Establish a connection to your Salesmate account.
Limit	Set the maximum number of deals {{Make}} should return during one scenario execution cycle.

List Deals

List all deals.

Connection	Establish a connection to your Salesmate account.
Limit	Set the maximum number of deals {{Make}} should return during one scenario execution cycle.
Sort By	Enter the option to sort the deals. For example, `deal amount`.
Sort Order	Enter the order in which you want to list the deals. For example, `Ascending order`.
Custom View ID	Enter the Custom View ID of the deal you want to list.

Get a Deal

Finds a deal.

Connection	Establish a connection to your Salesmate account.
Deal ID	Select the Deal ID whose details you want to retrieve.

Create a Deal

Creates a deal.

Connection	Establish a connection to your Salesmate account.
Title	Enter a name for the deal.
Primary Contact	Select the primary contact for the deal.
Owner ID	Select the Owner ID of the contact.
Pipeline	Select the applicable pipeline of the deal. For example, `Sale`.
Status	Select the status of the deal: Open Won Lost
Stage	Select the deal stage: New (Untouched) Contacted Proposal Presented In Negotiation
Currency	Enter a three-character currency code. For example, `USD`.
Priority	Select the priority of the deal: High Low Medium
Source	Select the source from where you received the deal: Ads Referrals Website Woad of mouth
Primary Company	Select the primary company associated with the deal.
Estimated Close Date	Enter the date by when the deal is expected to close.
Deal Value	Enter the amount expected from the deal.
Description	Enter the details of the deal.
Tags	Enter a comma-separated list of tags.
Followers	Add the followers for the deal: Contact or User Select the option for the follower. Contact Select the contact that you want to add as a contact for the deal. User Select the contact that you want to add as a contact for the deal.

Update a Deal

Updates an existing deal.

Connection	Establish a connection to your Salesmate account.
Deal ID	Select the Deal ID whose details you want to update.
Title	Enter a name for the deal.
Primary Contact	Select the primary contact for the deal.
Owner ID	Select the Owner ID of the contact.
Pipeline	Select the applicable pipeline of the deal. For example, `Sale`.
Status	Select the status of the deal: Open Won Lost
Stage	Select the deal stage: New (Untouched) Contacted Proposal Presented In Negotiation
Currency	Enter a three-character currency code. For example, `USD`.
Priority	Select the priority of the deal: High Low Medium
Source	Select the source from where you received the deal: Ads Referrals Website Woad of mouth
Primary Company	Select the primary company associated with the deal.
Estimated Close Date	Enter the date by when the deal is expected to close.
Deal Value	Enter the amount expected from the deal.
Description	Enter the details of the deal.
Tags	Enter a comma-separated list of tags.
Followers	Add the followers for the deal: Contact or User Select the option for the follower. Contact Select the contact that you want to add as a contact for the deal. User Select the contact that you want to add as a contact for the deal.

Delete a Deal

Deletes an existing deal.

Connection	Establish a connection to your Salesmate account.
Deal ID	Select the Deal ID you want to delete.

Activity

Watch Activities

Triggers when a new activity is created.

Connection	Establish a connection to your Salesmate account.
Limit	Set the maximum number of activities {{Make}} should return during one scenario execution cycle.

List Activities

Lists all completed or not completed activities.

Connection	Establish a connection to your Salesmate account.
Limit	Set the maximum number of activities {{Make}} should return during one scenario execution cycle.
Sort By	Enter the option to sort the activities. For example, `Meeting`.
Sort Order	Enter the order in which you want to list the activities. For example, `Ascending order`.
Custom View ID	Enter the Custom View ID of the activities you want to list.

Get an Activity

Finds an activity.

Connection	Establish a connection to your Salesmate account.
Activity ID	Select the Activity ID whose details you want to retrieve.

Create an Activity

Creates a new activity.

Connection	Establish a connection to your Salesmate account.
Title	Enter a name for the activity.
Owner ID	Select the Owner ID who owns the activity.
Type	Select the activity type: Call Meeting Task Demo
Description	Enter the details of the activity.
Tags	Enter a comma-separated list of tags for the activity.
Due Date	Enter the date by when the activity must be completed.
Duration	Enter the time spent on the activity in seconds.
Followers	Add the followers for the deal: Contact or User Select the option for the follower. Contact Select the contact that you want to add as a contact for the activity. User Select the contact that you want to add as a contact for the activity.
Calendar Invite	Select whether activity includes an activity invite: Yes No Not defined
Completed	Select whether the activity is completed: Yes No Not defined

Update an Activity

Updates an existing activity.

Connection	Establish a connection to your Salesmate account.
Activity ID	Select the Activity ID whose details you want to update.
Title	Enter a name for the activity.
Owner ID	Select the Owner ID who owns the activity.
Type	Select the activity type: Call Meeting Task Demo
Description	Enter the details of the activity.
Tags	Enter a comma-separated list of tags for the activity.
Due Date	Enter the date by when the activity must be completed.
Duration	Enter the time spent on the activity in seconds.
Followers	Add the followers for the deal: Contact or User Select the option for the follower. Contact Select the contact that you want to add as a contact for the activity. User Select the contact that you want to add as a contact for the activity.
Calendar Invite	Select whether activity includes an activity invite: Yes No Not defined
Completed	Select whether the activity is completed: Yes No Not defined

Delete an Activity

Deletes an existing activity.

Connection	Establish a connection to your Salesmate account.
Activity ID	Select the Activity ID you want to delete.

Contact

Watch Contacts

Triggers when a new contact is created.

Connection	Establish a connection to your Salesmate account.
Limit	Set the maximum number of contacts {{Make}} should return during one scenario execution cycle.

List Contacts

Lists all contacts.

Connection	Establish a connection to your Salesmate account.
Limit	Set the maximum number of contacts {{Make}} should return during one scenario execution cycle.
Sort By	Enter the option to sort the activities. For example, `first name`.
Sort Order	Enter the order in which you want to list the activities. For example, `Ascending order`.
Custom View ID	Enter the Custom View ID of the activities you want to list.

Get a Contact

Finds contact.

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

Create a Contact

Creates a new contact.

Connection	Establish a connection to your Salesmate account.
Last Name	Enter the last name of the contact.
Owner ID	Select the Owner ID of the contact.
First Name	Enter the first name of the contact.
Mobile	Enter the mobile number of the contact.
Company ID	Select the Company ID to which the contact belongs to.
Email	Enter the email address of the contact.
Website	Enter the website related to the contact.
Google Plus Profile Link	Enter the contact's Google Plus link.
LinkedIn Profile Link	Enter the contact's LinkedIn profile link.
Phone number 1	Enter the contact's primary phone number.
Phone number 2	Enter the contact's other alternative phone number.
Skype ID	Enter the contact's Skype ID details.
Facebook Link	Enter the contact's Facebook profile link.
Twitter Link	Enter the contact's Twitter profile link.
Currency	Enter the contact's applicable currency in a three-character format. For example, `USD`.
Designation	Enter the contact's position in the company.
Address Line 1	Enter the contact's billing street address.
Address Line 2	Enter the contact's billing street address.
City	Enter the contact's billing city name.
Zip Code	Enter the contact's billing area zip code.
State	Enter the contact's billing state name.
Country	Enter the contact's billing country name.
Description	Enter the details of the contact.
Tags	Enter the tags related to the contact.

Update a Contact

Updates an existing contact.

Connection	Establish a connection to your Salesmate account.
Contact ID	Select the Contact ID whose details you want to update.
Last Name	Enter the last name of the contact.
Owner ID	Select the Owner ID of the contact.
First Name	Enter the first name of the contact.
Mobile	Enter the mobile number of the contact.
Company ID	Select the Company ID to which the contact belongs to.
Email	Enter the email address of the contact.
Website	Enter the website related to the contact.
Google Plus Profile Link	Enter the contact's Google Plus link.
LinkedIn Profile Link	Enter the contact's LinkedIn profile link.
Phone number 1	Enter the contact's primary phone number.
Phone number 2	Enter the contact's other alternative phone number.
Skype ID	Enter the contact's Skype ID details.
Facebook Link	Enter the contact's Facebook profile link.
Twitter Link	Enter the contact's Twitter profile link.
Currency	Enter the contact's applicable currency in a three-character format. For example, `USD`.
Designation	Enter the contact's position in the company.
Address Line 1	Enter the contact's billing street address.
Address Line 2	Enter the contact's billing street address.
City	Enter the contact's billing city name.
Zip Code	Enter the contact's billing area zip code.
State	Enter the contact's billing state name.
Country	Enter the contact's billing country name.
Description	Enter the details of the contact.
Tags	Enter the tags related to the contact.

Delete a Contact

Deletes an existing contact.

Connection	Establish a connection to your Salesmate account.
Contact ID	Select the Contact ID you want to delete.

Company

Watch Companies

Triggers when a new company is created.

Connection	Establish a connection to your Salesmate account.
Limit	Set the maximum number of new companies {{Make}} should return during one scenario execution cycle.

List Companies

Lists all companies.

Connection	Establish a connection to your Salesmate account.
Limit	Set the maximum number of companies {{Make}} should return during one scenario execution cycle.
Sort By	Enter the option to sort the companies. For example, `website`.
Sort Order	Enter the order in which you want to list the companies. For example, `Ascending order`.
Custom View ID	Enter the Custom View ID of the companies you want to list.

Get a Company

Gets information about a company.

Connection	Establish a connection to your Salesmate account.
Company ID	Select the Company ID whose details you want to retrieve.

Create a Company

Creates a new company.

Connection	Establish a connection to your Salesmate account.
Name	Enter the name of the company.
Owner ID	Select the Owner ID of the company.
Website	Enter the company's website URL address.
Google Plus Profile Link	Enter the company's Google Plus profile link.
LinkedIn Profile Link	Enter the company's LinkedIn profile link.
Phone Number 1	Enter the company's phone number.
Phone Number 2	Enter the company's alternative phone number.
Skype ID	Enter the company's Skype ID details.
Facebook Link	Enter the company's Facebook profile link.
Twitter Link	Enter the company's Twitter profile link
Currency	Enter the company's applicable currency in a three-character format. For example, `USD`.
Address Line 1	Enter the company's billing street address.
Address Line 2	Enter the company's billing street address.
City	Enter the company's billing city name.
Zip Code	Enter the company's billing zip code.
State	Enter the company's billing state name.
Country	Enter the company's billing country name.
Description	Enter the details of the company.
Tags	Enter the tags related to the company.

Update a Company

Updates an existing company.

Connection	Establish a connection to your Salesmate account.
Company ID	Select the Company ID whose details you want to update.
Name	Enter the name of the company.
Owner ID	Select the Owner ID of the company.
Website	Enter the company's website URL address.
Google Plus Profile Link	Enter the company's Google Plus profile link.
LinkedIn Profile Link	Enter the company's LinkedIn profile link.
Phone Number 1	Enter the company's phone number.
Phone Number 2	Enter the company's alternative phone number.
Skype ID	Enter the company's Skype ID details.
Facebook Link	Enter the company's Facebook profile link.
Twitter Link	Enter the company's Twitter profile link
Currency	Enter the company's applicable currency in a three-character format. For example, `USD`.
Address Line 1	Enter the company's billing street address.
Address Line 2	Enter the company's billing street address.
City	Enter the company's billing city name.
Zip Code	Enter the company's billing zip code.
State	Enter the company's billing state name.
Country	Enter the company's billing country name.
Description	Enter the details of the company.
Tags	Enter the tags related to the company.

Delete a Company

Deletes an existing company.

Connection	Establish a connection to your Salesmate account.
Company ID	Select the Company ID you want to delete.

Other

Make an API Call

Performs an arbitrary authorized API call.

Connection

Establish a connection to your Salesmate account.

URL

Enter a path relative to https://api.salesmate.io/. For example: /v1/users/active

	Note
	For the list of available endpoints, refer to the Salesmate 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 - Get a Company

The following API call returns the specified company details from your Salesmate account:

URL: v2/companies/{company_id}

Method: GET

Matches of the search can be found in the module's Output under Bundle > Body > Data. In our example, the specified company details were returned:

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