create_product
Create Product
Create a new product in the Salesmate product catalog. Products can include pricing, quantities, and discounts, and can be associated with deals.
create_product
Create a new product in the Salesmate product catalog. Products can include pricing, quantities, and discounts, and can be associated with deals.
search_activities
Search and list activities in Salesmate using filters. Supports pagination and sorting. Useful for finding tasks, calls, meetings, and other scheduled activities.
search_products
Search and list products in the Salesmate product catalog using filters. Supports pagination and sorting.
search_deals
Search and list deals in Salesmate using filters. Supports pagination and sorting. Useful for finding deals by pipeline, stage, status, or value.
search_contacts
Search and list contacts in Salesmate using filters. Supports pagination and sorting. Use filter rules to narrow results by any contact field.
get_ticket
Retrieve a support ticket by its ID from Salesmate. Returns all fields including status, priority, and associated contacts.
delete_ticket
Delete a support ticket from Salesmate by its ID. This action is permanent.
search_tickets
Search and list support tickets in Salesmate using filters. Supports pagination and sorting.
search_companies
Search and list companies in Salesmate using filters. Supports pagination and sorting.
get_product
Retrieve a product by its ID from the Salesmate product catalog.
create_contact
Create a new contact in Salesmate CRM. Contacts are the core records representing people you interact with. They can be associated with companies and deals.
list_users
List all users in the Salesmate account. Returns user details including names, emails, and roles. Useful for finding owner IDs when creating or assigning records.
update_contact
Update an existing contact in Salesmate. Only provide the fields you want to change; all other fields remain unchanged.
create_note
Add a note to a contact, company, deal, or activity in Salesmate. Notes track additional context and information related to a record.
delete_contact
Delete a contact from Salesmate by its ID. This action is permanent and cannot be undone.
create_ticket
Create a new support ticket in Salesmate. Tickets represent customer support cases and progress through pipeline stages. They can be linked to contacts and companies.
delete_note
Delete a note from Salesmate by its ID. This action is permanent.
get_company
Retrieve a company by its ID from Salesmate. Returns all fields including custom fields for the specified company.
create_company
Create a new company in Salesmate. Companies serve as parent entities for contacts and can be associated with deals.
update_activity
Update an existing activity in Salesmate. Use this to reschedule, mark complete, reassign, or modify any activity field.
delete_deal
Delete a deal from Salesmate by its ID. This action is permanent and cannot be undone.
delete_product
Delete a product from the Salesmate product catalog by its ID. This action is permanent.
get_user
Retrieve a specific user by their ID from Salesmate. Returns user details including name, email, and role information.
create_activity
Create a new activity (task, call, meeting, etc.) in Salesmate. Activities can be associated with contacts, companies, or deals to track sales actions.
delete_activity
Delete an activity from Salesmate by its ID. This action is permanent and cannot be undone.
get_deal
Retrieve a deal by its ID from Salesmate. Returns all fields including pipeline stage, value, and associated contacts/companies.
get_note
Retrieve a note by its ID from Salesmate.
update_deal
Update an existing deal in Salesmate. Use this to change deal stage, status, value, or any other field. Only provide the fields you want to change.
update_ticket
Update an existing support ticket in Salesmate. Use this to change ticket status, priority, stage, or any other field.
update_note
Update an existing note in Salesmate. Use this to modify the note content or other fields.
create_deal
Create a new deal in a Salesmate pipeline. Deals represent sales opportunities and progress through pipeline stages. They can be linked to contacts and companies.
update_product
Update an existing product in the Salesmate product catalog. Only provide the fields you want to change.
get_activity
Retrieve an activity by its ID from Salesmate. Returns all fields including type, due date, and associated records.
get_contact
Retrieve a contact by its ID from Salesmate. Returns all fields including custom fields for the specified contact.
delete_company
Delete a company from Salesmate by its ID. This action is permanent and cannot be undone.
update_company
Update an existing company in Salesmate. Only provide the fields you want to change.
Manage sales pipelines, contacts, companies, deals, and activities in a CRM platform. Create and update contact and company records, track deals across customizable pipeline stages, schedule activities and tasks, and manage a product catalog. Add notes to contacts, companies, deals, and activities. Create and monitor customer support tickets. Manage users and custom module records. Track email conversations and log communications. Subscribe to webhooks for create/update events on contacts, companies, deals, activities, users, and custom modules.
Common questions about connecting Salesmate to AI agents with Metorial.