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Update Contact with Salesmate API

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Update Contact with the Salesmate API
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Getting Started

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

  1. Configure the Update Contact action
    1. Connect your Salesmate account
    2. Select a Contact Id
    3. Optional- Configure First Name
    4. Configure Last Name
    5. Select a Owner
    6. Optional- Configure Mobile
    7. Optional- Select a Company
    8. Optional- Configure Email
    9. Optional- Configure Website
    10. Optional- Configure Google Plus Handle
    11. Optional- Configure LinkedIn Handle
    12. Optional- Configure Phone
    13. Optional- Configure Other Phone
    14. Optional- Configure Skype Id
    15. Optional- Configure Facebook Handle
    16. Optional- Configure Twitter Handle
    17. Optional- Select a Currency
    18. Optional- Configure Designation
    19. Optional- Configure Billing Address Line 1
    20. Optional- Configure Billing Address Line 2
    21. Optional- Configure Billing City
    22. Optional- Configure Billing Zip Code
    23. Optional- Configure Billing State
    24. Optional- Configure Billing Country
    25. Optional- Configure Description
    26. Optional- Select one or more Tags
  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

Update Contact with Salesmate API on New Requests (Payload Only) from HTTP / Webhook API
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Update Contact with Salesmate API on New Submission from Typeform API
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Update Contact with Salesmate API on Custom Events from Zoom API
Zoom + Salesmate
 
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Update Contact with Salesmate API on New Submission (Instant) from Jotform API
Jotform + Salesmate
 
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Update Contact with Salesmate API on New Custom Webhook Events from Stripe API
Stripe + Salesmate
 
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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.

Update Contact on Salesmate
Description:This API is used to update a contact's details. [See docs here](https://apidocs.salesmate.io/#72ca69e0-e70d-4fc5-837b-a758963300b3)
Version:0.0.1
Key:salesmate-update-contact

Code

import { defineAction } from "@pipedream/types";
import salesmate from "../../app/salesmate.app.mjs";
export default defineAction({
    name: "Update Contact",
    version: "0.0.1",
    key: "salesmate-update-contact",
    description: "This API is used to update a contact's details. [See docs here](https://apidocs.salesmate.io/#72ca69e0-e70d-4fc5-837b-a758963300b3)",
    type: "action",
    props: {
        salesmate,
        contactId: {
            propDefinition: [
                salesmate,
                "contactId",
            ],
        },
        firstName: {
            propDefinition: [
                salesmate,
                "firstName",
            ],
            optional: true,
        },
        lastName: {
            propDefinition: [
                salesmate,
                "lastName",
            ],
        },
        owner: {
            propDefinition: [
                salesmate,
                "owner",
            ],
        },
        mobile: {
            propDefinition: [
                salesmate,
                "mobile",
            ],
            optional: true,
        },
        company: {
            propDefinition: [
                salesmate,
                "company",
            ],
            optional: true,
        },
        email: {
            propDefinition: [
                salesmate,
                "email",
            ],
            optional: true,
        },
        website: {
            propDefinition: [
                salesmate,
                "website",
            ],
            optional: true,
        },
        googlePlusHandle: {
            propDefinition: [
                salesmate,
                "googlePlusHandle",
            ],
            optional: true,
        },
        linkedInHandle: {
            propDefinition: [
                salesmate,
                "linkedInHandle",
            ],
            optional: true,
        },
        phone: {
            propDefinition: [
                salesmate,
                "phone",
            ],
            optional: true,
        },
        otherPhone: {
            propDefinition: [
                salesmate,
                "otherPhone",
            ],
            optional: true,
        },
        skypeId: {
            propDefinition: [
                salesmate,
                "skypeId",
            ],
            optional: true,
        },
        facebookHandle: {
            propDefinition: [
                salesmate,
                "facebookHandle",
            ],
            optional: true,
        },
        twitterHandle: {
            propDefinition: [
                salesmate,
                "twitterHandle",
            ],
            optional: true,
        },
        currency: {
            propDefinition: [
                salesmate,
                "currency",
            ],
            optional: true,
        },
        designation: {
            propDefinition: [
                salesmate,
                "designation",
            ],
            optional: true,
        },
        billingAddressLine1: {
            propDefinition: [
                salesmate,
                "billingAddressLine1",
            ],
            optional: true,
        },
        billingAddressLine2: {
            propDefinition: [
                salesmate,
                "billingAddressLine2",
            ],
            optional: true,
        },
        billingCity: {
            propDefinition: [
                salesmate,
                "billingCity",
            ],
            optional: true,
        },
        billingZipCode: {
            propDefinition: [
                salesmate,
                "billingZipCode",
            ],
            optional: true,
        },
        billingState: {
            propDefinition: [
                salesmate,
                "billingState",
            ],
            optional: true,
        },
        billingCountry: {
            propDefinition: [
                salesmate,
                "billingCountry",
            ],
            optional: true,
        },
        description: {
            propDefinition: [
                salesmate,
                "contactDescription",
            ],
            optional: true,
        },
        tags: {
            propDefinition: [
                salesmate,
                "tags",
            ],
            optional: true,
        },
    },
    async run({ $ }) {
        const { salesmate, ...data } = this;
        data.tags = data.tags?.toString();
        const response = await salesmate.updateContact({
            $,
            ...data,
        });
        $.export("$summary", `Contact with id: ${response.Data.id} successfuly updated!`);
        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.
Contact IdcontactIdintegerSelect a value from the drop down menu.
First NamefirstNamestring

First name of the contact.

Last NamelastNamestring

Last name of the contact.

OwnerownerintegerSelect a value from the drop down menu.
Mobilemobilestring

Mobile number of the contact.

CompanycompanyintegerSelect a value from the drop down menu.
Emailemailstring

Email of the contact.

Websitewebsitestring

Website of the contact.

Google Plus HandlegooglePlusHandlestring

Contact's Google Plus profile link.

LinkedIn HandlelinkedInHandlestring

Contact's LinkedIn profile link.

Phonephonestring

Phone number 1 of the contact.

Other PhoneotherPhonestring

Phone number 2 of the contact.

Skype IdskypeIdstring

Contact's Skype ID.

Facebook HandlefacebookHandlestring

Contact's Facebook link.

Twitter HandletwitterHandlestring

Contact's Twitter link.

CurrencycurrencystringSelect a value from the drop down menu.
Designationdesignationstring

Contact's designation.

Billing Address Line 1billingAddressLine1string

Line one of the billing address of the contact.

Billing Address Line 2billingAddressLine2string

Line two of the billing address of the contact.

Billing CitybillingCitystring

City name of contact's address for billing purposes.

Billing Zip CodebillingZipCodestring

Zip code of the billing City.

Billing StatebillingStatestring

State name of contact's address for billing purposes.

Billing CountrybillingCountrystring

Country name of contact's address for billing purposes.

Descriptiondescriptionstring

Description about the contact. It contains an arbitrary string attached to the contact object.

Tagstagsstring[]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.

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