Salesmate
salesmateSalesmate is an AI-powered CRM platform designed to help businesses engage leads, close deals faster, nurture relationships, and provide seamless support through a unified, intuitive interface.
Acciones disponibles (6)
Cada acción es una operación que el agente puede ejecutar contra este conector. Haz clic en una acción para ver sus parámetros.
Add ProductSALESMATE_ADD_PRODUCTAcciónTool to add a new product. use when you need to create a new product in salesmate before referencing it (e.g., in deals or orders). example: "add a product named 'widget pro' (sku wpro1) priced at 199.99 usd."
SALESMATE_ADD_PRODUCTAcciónTool to add a new product. use when you need to create a new product in salesmate before referencing it (e.g., in deals or orders). example: "add a product named 'widget pro' (sku wpro1) priced at 199.99 usd."
Parámetros de entrada
skustringUnique SKU/code of the product
namestringObligatorioName of the product
tagsstringComma-separated tags (max 5000 chars)
ownerintegerSalesmate user ID that owns the product
currencystringObligatorioThree-letter ISO currency code, uppercase
isActivebooleanWhether the product is active for sales
unitPricenumberObligatorioSale price of the product (non-negative)
directCostnumberOptional direct cost of the product (non-negative)
costPerUnitnumberOptional cost per unit (non-negative)
descriptionstringOptional description (max 2000 chars)
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Create CompanySALESMATE_CREATE_COMPANYAcciónTool to create a new company in the salesmate crm. use when you need to register a new organization.
SALESMATE_CREATE_COMPANYAcciónTool to create a new company in the salesmate crm. use when you need to register a new organization.
Parámetros de entrada
namestringObligatorioName of the company (max 255 chars)
tagsstringComma-separated tags for the company
ownerintegerObligatorioID of the owner user for this company
phonestringPrimary phone number of the company
skypeIdstringSkype ID of the company
websitestringWebsite URL of the company
currencystringThree-letter ISO currency code (uppercase)
otherPhonestringSecondary phone number of the company
billingCitystringBilling city
descriptionstringDescription for the company
billingStatestringBilling state
twitterHandlestringTwitter handle of the company
billingCountrystringBilling country
billingZipCodestringBilling ZIP/postal code
facebookHandlestringFacebook profile or handle of the company
linkedInHandlestringLinkedIn profile link of the company
googlePlusHandlestringGoogle Plus profile link of the company
billingAddressLine1stringBilling address line 1
billingAddressLine2stringBilling address line 2
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Delete ProductSALESMATE_DELETE_PRODUCTAcciónTool to delete a product by productid. use when you need to remove a product from the catalog after confirming the correct productid.
SALESMATE_DELETE_PRODUCTAcciónTool to delete a product by productid. use when you need to remove a product from the catalog after confirming the correct productid.
Parámetros de entrada
product_idintegerObligatorioUnique identifier of the product to delete
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Get Active UsersSALESMATE_GET_ACTIVE_USERSAcciónTool to retrieve all active users. use when you need to fetch only users currently marked active for tasks, assignments, or user management audits.
SALESMATE_GET_ACTIVE_USERSAcciónTool to retrieve all active users. use when you need to fetch only users currently marked active for tasks, assignments, or user management audits.
Parámetros de entrada
Sin parámetros.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Get CompanySALESMATE_GET_COMPANYAcciónTool to retrieve details of a specific company by id. use when you have a company id and need its full record. example: "get company 42".
SALESMATE_GET_COMPANYAcciónTool to retrieve details of a specific company by id. use when you have a company id and need its full record. example: "get company 42".
Parámetros de entrada
company_idintegerObligatorioUnique identifier of the company to retrieve
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
List ModulesSALESMATE_LIST_MODULESAcciónTool to list all modules. use after authentication to retrieve available module ids and names.
SALESMATE_LIST_MODULESAcciónTool to list all modules. use after authentication to retrieve available module ids and names.
Parámetros de entrada
Sin parámetros.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not