Salesmate

Use the Salesmate node to automate work in Salesmate, and integrate Salesmate with other applications. Ensemble has built-in support for a wide range of Salesmate features, including creating, updating, deleting, and getting activities, companies, and deals.

On this page, you'll find a list of operations the Salesmate node supports and links to more resources.

Credentials

Refer to Salesmate credentials for guidance on setting up authentication.

Basic Operations

• Activity
  • Create an activity
  • Delete an activity
  • Get an activity
  • Get all companies
  • Update an activity
• Company
  • Create a company
  • Delete a company
  • Get a company
  • Get all companies
  • Update a company
• Deal
  • Create a deal
  • Delete a deal
  • Get a deal
  • Get all deals
  • Update a deal

Example Usage

This Pathway allows you to create a company in Salesmate. This example usage Pathway would use the following two nodes. - Start - Salesmate

1. Start node

The start node exists by default when you create a new workflow.

2. Salesmate node

1. First of all, you'll have to enter credentials for the Salesmate node. You can find out how to do that here.
2. Select the 'Company' option from the Resource dropdown list.
3. Enter the name of the company in the Name field.
4. Select the owner from the Owner dropdown list.
5. Click on Execute Node to run the workflow.