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

  • 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