Salesmate n8n integrationAutomate Salesmate with n8n.

Writes a new activity in Salesmate, the call, meeting or task somebody has to run.

• Title: the line that shows up in the activity list, for instance the subject of the call to place.
• Owner Name or ID: the Salesmate user in charge, chosen from the dropdown or passed as an ID with an expression such as {{ $json.field }}.
• Type: the activity type, call or meeting for example.
• Due Date: in Additional Fields, the expiry date of the activity.
• Is Calendar Invite: also there, decides whether a calendar invite goes out.

Removes one or several activities from Salesmate, identified by their id, and nothing else in the record survives the call.

• Activity ID: the identifier of the activity to remove. More than one goes into the same field, separated by commas, which lets a single node clear a batch.

Fetches a single activity so the workflow can read it before deciding what happens next.

• Activity ID: the identifier of the activity to read, usually carried over from an earlier node with an expression like {{ $json.field }}.
• RAW Data: switched on, the data that comes back includes the fields details rather than the shorter version.

Returns a list of activities, which is how you get a view of the team workload without opening Salesmate.

• Return All: on, n8n chains the API pages and brings back every activity; off, the run stops at Limit.
• Limit: the maximum number of activities the node returns.
• Fields: in Options, a comma separated list of the fields to return, handy when only a couple of columns end up in the report.
• Sort By and Sort Order: the field to sort on, ascending with asc or descending with desc.

Changes an activity that already exists. Only the fields you fill under Update Fields are touched, the rest stays as it was.

• Activity ID: which activity gets the change.
• Is Completed: in Update Fields, whether the activity counts as completed.
• Duration: the time duration of the activity, useful once the call is over and you know how long it really took.
• Tags: the tags associated with the activity.

Registers a new account in Salesmate, the company side of the CRM that deals and activities later hang from.

• Name: the company name, the only piece of identity the operation refuses to run without.
• Owner Name or ID: the Salesmate user who owns the account, from the dropdown or as an ID through an expression.
• Website and Phone: in Additional Fields, the two details a rep looks for first.
• Billing City and Billing State: also in Additional Fields, when invoicing data travels with the account.

Erases an account from Salesmate. Worth aiming carefully, since a company sits above everything attached to it.

• Company ID: the identifier of the account to erase. Several of them go in the same field separated by commas, so one node handles a whole cleanup list.

Reads one account and drops its content into the workflow, which is the step that turns an identifier into something usable.

• Company ID: the identifier of the account to load.
• RAW Data: on, the response carries the fields details instead of the shorter payload.

Brings back accounts as a list, the operation you reach for when Salesmate has to feed another system rather than answer one question.

• Return All: on for a complete export, n8n walks the API pages itself; off, the node stops at Limit.
• Limit: how many accounts come back at most.
• Fields: in Options, the comma separated list of fields to return.
• Sort By: in Options, the field the list is sorted on.

Applies changes to an existing account, field by field, through the Update Fields collection.

• Company ID: the account being edited.
• Billing Address Line 1 and Billing Zip Code: in Update Fields, the address details that change when a client moves.
• Owner Name or ID: in Update Fields too, to hand the account over to another rep.
• Tags: the tags carried by the account.

Opens an opportunity in Salesmate. This is the operation with the longest list of required fields, because a deal has to land somewhere precise in the pipeline.

• Title, Owner Name or ID and Primary Contact Name or ID: what the deal is called, who runs it, who it is with.
• Pipeline, Status and Stage: Sales for the pipeline, Open to start, New (Untouched) for a deal nobody has worked yet.
• Currency and Deal Value: the currency is required, the amount sits in Additional Fields.

Takes deals out of Salesmate for good, which matters more here than elsewhere: a deleted opportunity no longer weighs on the pipeline.

• Deal ID: the identifier of the opportunity to remove, several at once in the same field separated by commas.

Loads a single opportunity, so the workflow can act on what the deal says right now instead of on what it said an hour ago.

• Deal ID: the identifier of the opportunity to read.
• RAW Data: on, the data includes the fields details.

Lists opportunities, which is the shortest route to a pipeline snapshot outside the CRM.

• Return All: on, every deal comes back page after page; off, the node stops at Limit.
• Limit: the ceiling on the number of deals returned.
• Sort Order: in Options, asc or desc, enough to put the top of the list where you want it.
• Fields: in Options, the comma separated list of fields to return.

Moves a deal along, or corrects it. Everything happens in Update Fields, and untouched fields keep their value.

• Deal ID: the opportunity being edited.
• Stage: Contacted, Qualified, In Negotiation or Proposal Presented, the way an automation advances a deal.
• Status: Open, Close or Lost.
• Estimated Close Date and Priority: the expected date and High, Medium or Low.