← Salesmate

Add Deal with Salesmate API

Pipedream makes it easy to connect APIs for Salesmate and 2,000+ other apps remarkably fast.

Trigger workflow on
HTTP requests, schedules and app events
Next, do this
Add Deal with the Salesmate API
No credit card required
Intro to Pipedream
Watch us build a workflow
Watch us build a workflow
8 min
Watch now ➜

Trusted by 800,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo

Developers Pipedream

Getting Started

Create a workflow to Add Deal with the Salesmate API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Configure the Add Deal action
    1. Connect your Salesmate account
    2. Configure Title
    3. Select a Primary Contact
    4. Select a Owner
    5. Select a Pipeline
    6. Select a Status
    7. Select a Stage
    8. Optional- Select a Primary Company
    9. Optional- Select a Source
    10. Optional- Configure Estimated Close Date
    11. Optional- Configure Deal Value
    12. Optional- Select a Currency
    13. Optional- Select a Priority
    14. Optional- Configure Description
    15. Optional- Select one or more Tags
    16. Optional- Select one or more Followers (contacts)
    17. Optional- Select one or more Followers (users)
  2. Select a trigger to run your workflow on HTTP requests, schedules or app events
  3. Deploy the workflow
  4. Send a test event to validate your setup
  5. Turn on the trigger

Integrations

Add Deal with Salesmate API on New Requests (Payload Only) from HTTP / Webhook API
HTTP / Webhook + Salesmate
 
Try it
Add Deal with Salesmate API on New Submission from Typeform API
Typeform + Salesmate
 
Try it
Add Deal with Salesmate API on Custom Events from Zoom API
Zoom + Salesmate
 
Try it
Add Deal with Salesmate API on New Submission (Instant) from Jotform API
Jotform + Salesmate
 
Try it
Add Deal with Salesmate API on New Custom Webhook Events from Stripe API
Stripe + Salesmate
 
Try it

Details

This is a pre-built, source-available component from Pipedream's GitHub repo. The component is developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Add Deal on Salesmate
Description:This API is used to add a deal. [See docs here](https://apidocs.salesmate.io/#fc738a12-8757-46aa-8625-3379fa205377)
Version:0.0.1
Key:salesmate-add-deal

Code

import { defineAction } from "@pipedream/types";
import salesmate from "../../app/salesmate.app.mjs";
export default defineAction({
    name: "Add Deal",
    version: "0.0.1",
    key: "salesmate-add-deal",
    description: "This API is used to add a deal. [See docs here](https://apidocs.salesmate.io/#fc738a12-8757-46aa-8625-3379fa205377)",
    type: "action",
    props: {
        salesmate,
        title: {
            label: "Title",
            description: "Title for the deal.",
            type: "string",
        },
        primaryContact: {
            propDefinition: [
                salesmate,
                "contactId",
            ],
            label: "Primary Contact",
            description: "Primary contact for the deal. User can select it from pre-defined contacts or add a quick contact.",
        },
        owner: {
            propDefinition: [
                salesmate,
                "owner",
            ],
            description: "Owner of the deal.",
        },
        pipeline: {
            propDefinition: [
                salesmate,
                "pipelineId",
            ],
        },
        status: {
            propDefinition: [
                salesmate,
                "status",
            ],
        },
        stage: {
            propDefinition: [
                salesmate,
                "stage",
                (c) => ({
                    pipeline: c.pipeline,
                }),
            ],
        },
        primaryCompany: {
            propDefinition: [
                salesmate,
                "company",
            ],
            label: "Primary Company",
            description: "Primary Company for the deal. User can select it from pre-defined companies or add a quick company.",
            optional: true,
        },
        source: {
            propDefinition: [
                salesmate,
                "source",
            ],
            optional: true,
        },
        estimatedCloseDate: {
            label: "Estimated Close Date",
            description: "User can select estimated close date for the deal.",
            type: "string",
            optional: true,
        },
        dealValue: {
            label: "Deal Value",
            description: "This field contains value of the deal.",
            type: "string",
            optional: true,
        },
        currency: {
            propDefinition: [
                salesmate,
                "currency",
            ],
            optional: true,
        },
        priority: {
            propDefinition: [
                salesmate,
                "priority",
            ],
            optional: true,
        },
        dealDescription: {
            propDefinition: [
                salesmate,
                "contactDescription",
            ],
            description: "This field contains details related to the deal. It has an arbitrary string attached to the deal object.",
            optional: true,
        },
        tags: {
            propDefinition: [
                salesmate,
                "tags",
            ],
            description: "This field contains tags associated with a deal.",
            optional: true,
        },
        contactFollowers: {
            propDefinition: [
                salesmate,
                "contactId",
            ],
            label: "Followers (contacts)",
            description: "Array of the followers of particular deal. Every follower has some more attributes like isOwner if the follower is owner or not. follower's id, name, email address, type, photo, image path and can view the deal status.",
            type: "string[]",
            optional: true,
        },
        userFollowers: {
            propDefinition: [
                salesmate,
                "owner",
            ],
            label: "Followers (users)",
            description: "Array of the followers of particular deal. Every follower has some more attributes like isOwner if the follower is owner or not. follower's id, name, email address, type, photo, image path and can view the deal status.",
            type: "string[]",
            optional: true,
        },
    },
    async run({ $ }) {
        const { salesmate, tags, contactFollowers, userFollowers, dealDescription, ...data } = this;
        const followers = [];
        if (contactFollowers?.length) {
            followers.push(...contactFollowers.map((contact) => ({
                contactId: contact,
            })));
        }
        if (userFollowers?.length) {
            followers.push(...userFollowers.map((user) => ({
                userId: user,
            })));
        }
        const response = await salesmate.addDeal({
            $,
            data: {
                ...data,
                description: dealDescription,
                tags: tags?.toString(),
                followers,
            },
        });
        $.export("$summary", `Deal successfuly created with id: ${response.Data.id}!`);
        return response;
    },
});

Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.
LabelPropTypeDescription
SalesmatesalesmateappThis component uses the Salesmate app.
Titletitlestring

Title for the deal.

Primary ContactprimaryContactintegerSelect a value from the drop down menu.
OwnerownerintegerSelect a value from the drop down menu.
PipelinepipelinestringSelect a value from the drop down menu.
StatusstatusstringSelect a value from the drop down menu.
StagestagestringSelect a value from the drop down menu.
Primary CompanyprimaryCompanyintegerSelect a value from the drop down menu.
SourcesourcestringSelect a value from the drop down menu.
Estimated Close DateestimatedCloseDatestring

User can select estimated close date for the deal.

Deal ValuedealValuestring

This field contains value of the deal.

CurrencycurrencystringSelect a value from the drop down menu.
PriorityprioritystringSelect a value from the drop down menu.
DescriptiondealDescriptionstring

This field contains details related to the deal. It has an arbitrary string attached to the deal object.

Tagstagsstring[]Select a value from the drop down menu.
Followers (contacts)contactFollowersstring[]Select a value from the drop down menu.
Followers (users)userFollowersstring[]Select a value from the drop down menu.

Authentication

Salesmate uses API keys for authentication. When you connect your Salesmate account, Pipedream securely stores the keys so you can easily authenticate to Salesmate APIs in both code and no-code steps.

To connect Pipedream to your Salesmate account,

First, retrieve your Access Keys:

  • Navigate to your Salesmate account and sign in
  • Click the User dropdown on the top right
  • Go to “My Account” > “Access Key”

Copy and paste the x-linkname below, which is the hostname from your Salesmate dashboard URL. For example, this might be something like demo.salesmate.io.

Finally, paste the domain (if your Salesmate dashboard is demo.salesmate.io, your domain is demo).

About Salesmate

CRM & Unified Customer Platform for Growing Teams.

More Ways to Use Salesmate

Triggers

New Contact from the Salesmate API

Emit new event when a new contact is created.

 
Try it
New Deal from the Salesmate API

Emit new event when a new deal is created.

 
Try it

Actions

Add Contact with the Salesmate API

This API is used to add a contact. See docs here

 
Try it
Update Contact with the Salesmate API

This API is used to update a contact's details. See docs here

 
Try it

Explore Other Apps

1
-
24
of
2,000+
apps by most popular

HTTP / Webhook
HTTP / Webhook
Get a unique URL where you can send HTTP or webhook requests
Node
Node
Anything you can do with Node.js, you can do in a Pipedream workflow. This includes using most of npm's 400,000+ packages.
Python
Python
Anything you can do in Python can be done in a Pipedream Workflow. This includes using any of the 350,000+ PyPi packages available in your Python powered workflows.
OpenAI (ChatGPT)
OpenAI (ChatGPT)
OpenAI is an AI research and deployment company with the mission to ensure that artificial general intelligence benefits all of humanity. They are the makers of popular models like ChatGPT, DALL-E, and Whisper.
Premium
Salesforce (REST API)
Salesforce (REST API)
Web services API for interacting with Salesforce
Premium
HubSpot
HubSpot
HubSpot's CRM platform contains the marketing, sales, service, operations, and website-building software you need to grow your business.
Premium
Zoho CRM
Zoho CRM
Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.
Premium
Stripe
Stripe
Stripe powers online and in-person payment processing and financial solutions for businesses of all sizes.
Shopify Developer App
Shopify Developer App
Shopify is a user-friendly e-commerce platform that helps small businesses build an online store and sell online through one streamlined dashboard.
Premium
WooCommerce
WooCommerce
WooCommerce is the open-source ecommerce platform for WordPress.
Premium
Snowflake
Snowflake
A data warehouse built for the cloud
Premium
MongoDB
MongoDB
MongoDB is an open source NoSQL database management program.
Supabase
Supabase
Supabase is an open source Firebase alternative.
MySQL
MySQL
MySQL is an open-source relational database management system.
PostgreSQL
PostgreSQL
PostgreSQL is a free and open-source relational database management system emphasizing extensibility and SQL compliance.
Premium
AWS
AWS
Amazon Web Services (AWS) offers reliable, scalable, and inexpensive cloud computing services.
Premium
Twilio SendGrid
Twilio SendGrid
Send marketing and transactional email through the Twilio SendGrid platform with the Email API, proprietary mail transfer agent, and infrastructure for scalable delivery.
Amazon SES
Amazon SES
Amazon SES is a cloud-based email service provider that can integrate into any application for high volume email automation
Premium
Klaviyo
Klaviyo
Email Marketing and SMS Marketing Platform
Premium
Zendesk
Zendesk
Zendesk is award-winning customer service software trusted by 200K+ customers. Make customers happy via text, mobile, phone, email, live chat, social media.
Premium
ServiceNow
ServiceNow
The smarter way to workflow
Notion
Notion
Notion is a new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
Slack
Slack
Slack is a channel-based messaging platform. With Slack, people can work together more effectively, connect all their software tools and services, and find the information they need to do their best work — all within a secure, enterprise-grade environment.
Microsoft Teams
Microsoft Teams
Microsoft Teams has communities, events, chats, channels, meetings, storage, tasks, and calendars in one place.