CRM · CONNECTIONCreate, read, update, delete and search Salesmate companies, deals and activities.
Explore 15 workflow actions for Salesmate, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Create a activity with Salesmate field names.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a company with Salesmate field names.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a deal with Salesmate field names.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a activity.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a company.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a deal.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Read one activity.
Read one company.
Read one deal.
Read a page of activity records with chosen fields, a filter and a sort.
Read a page of company records with chosen fields, a filter and a sort.
Read a page of deal records with chosen fields, a filter and a sort.
Change fields on a activity.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change fields on a company.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change fields on a deal.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in Salesmate. A saved workflow is not a completed provider action.
