Salesmate
Use the Salesmate node to automate work in Salesmate, and integrate Salesmate with other applications. Mosaic Workflows 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
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Activity
- Create an activity
- Delete an activity
- Get an activity
- Get all companies
- Update an activity
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Company
- Create a company
- Delete a company
- Get a company
- Get all companies
- Update a company
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Deal
- Create a deal
- Delete a deal
- Get a deal
- Get all deals
- Update a deal