Salesmate

Manage companies, activities, and deals in Salesmate CRM

Overview

Salesmate is a CRM platform for managing sales pipelines. This tool supports CRUD operations on companies, activities (calls, meetings, tasks), and deals, including searching with complex filter conditions.

Category: Sales
Tool Name: salesmate
Version: 1

Appearance: Icon: lucide-CircleDollarSign | Color: #5D70AE

Node Type

Action — processes input items and produces output

Input / Output

Direction	Port(s)
Input	Input
Output	Output, Error

Credentials

This tool requires Salesmate API credentials. See the Credentials Guide for setup instructions.

Resources

Resource	Value
Activity	activity
Company	company
Deal	deal

Operations

All three resources offer the same five operations. Pick the resource first, then the operation.

Operation	Value
Create	create
Delete	delete
Get	get
Get Many	getAll
Update	update

Parameters

Owner, contact and company identifiers are Salesmate record IDs. All text fields accept expressions such as {{ $json.companyId }}, so you can feed them from an upstream item.

Company: Create

Parameter	Type	Required	Default	Description
Name	string	Yes	—	The name of the company.
Owner	string	Yes	—	Owner user ID. Find in Salesmate: Settings > Users.
RAW Data	boolean	No	false	Whether the data should include the fields details.
Additional Fields (additionalFields)	collection	No	{}	Optional company fields to set on creation.
— Website	string	No	—	—
— Phone	string	No	—	—
— Other Phone	string	No	—	—
— Facebook Handle	string	No	—	—
— Google Plus Handle	string	No	—	—
— LinkedIn Handle	string	No	—	—
— Skype ID	string	No	—	—
— Twitter Handle	string	No	—	—
— Currency	string	No	—	—
— Billing Address Line 1	string	No	—	—
— Billing Address Line 2	string	No	—	—
— Billing City	string	No	—	—
— Billing Zip Code	string	No	—	—
— Billing State	string	No	—	—
— Description	string	No	—	—
— Tags	string	No	—	—

Company: Update

Parameter	Type	Required	Default	Description
Company ID (id)	string	Yes	—	The ID of the company to update.
RAW Data	boolean	No	false	Whether the data should include the fields details.
Update Fields (updateFields)	collection	No	{}	Company fields to change. Only the fields you add are sent.
— Name	string	No	—	—
— Owner	string	No	—	Owner user ID.
— Website	string	No	—	—
— Phone	string	No	—	—
— Other Phone	string	No	—	—
— Facebook Handle	string	No	—	—
— Google Plus Handle	string	No	—	—
— LinkedIn Handle	string	No	—	—
— Skype ID	string	No	—	—
— Twitter Handle	string	No	—	—
— Currency	string	No	—	—
— Billing Address Line 1	string	No	—	—
— Billing Address Line 2	string	No	—	—
— Billing City	string	No	—	—
— Billing Zip Code	string	No	—	—
— Billing State	string	No	—	—
— Description	string	No	—	—
— Tags	string	No	—	—

Company: Get

Parameter	Type	Required	Default	Description
Company ID (id)	string	Yes	—	The ID of the company to retrieve.
RAW Data	boolean	No	false	Whether the data should include the fields details.

Company: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	Whether to return all results or only up to a given limit.
Limit	number	No	10	Max number of results to return. Accepts 1–25. (shown when Return All is false)
JSON Parameters	boolean	No	false	Whether to provide the search body as raw JSON.
Options (options)	collection	No	{}	Query options for the search request.
— Fields	string	No	—	Comma-separated list of fields to return.
— Sort By	string	No	—	The field to sort by.
— Sort Order	options	No	desc	—
				Options: asc, desc
Filters (JSON) (filtersJson)	json	No	—	JSON search body with fields, query, and group filter rules. (shown when JSON Parameters is true)
Filters (filters)	fixedCollection	No	{}	Structured filter conditions built in the editor. (shown when JSON Parameters is false)
— Operator	options	No	AND	—
				Options: AND, OR
— Conditions	fixedCollection	No	{}	The conditions this filter group evaluates.
— — Field	options	No	name	—
				Options: name, email, phone
— — Condition	options	No	EQUALS	—
				Options: EQUALS, NOT_EQUALS, Contains, DOES_NOT_CONTAINS, EMPTY, NOT_EMPTY, STARTS_WITH, ENDS_WITH
— — Value	string	No	—	—

Company: Delete

Parameter	Type	Required	Default	Description
Company ID (id)	string	Yes	—	ID of the company to delete. If more than one, add them separated by comma.

Activity: Create

Parameter	Type	Required	Default	Description
Title	string	Yes	—	The title of the activity.
Owner	string	Yes	—	Owner user ID. Find in Salesmate: Settings > Users.
Type	string	Yes	—	Activity type such as “call”, “meeting”, “task”, etc.
RAW Data	boolean	No	false	Whether the data should include the fields details.
Additional Fields (additionalFields)	collection	No	{}	Optional activity fields to set on creation.
— Description	string	No	—	Details related to the activity.
— Tags	string	No	—	Tags associated with the activity.
— Due Date	string	No	—	Expiry date of the activity (ISO 8601 format).
— Duration	number	No	0	Time duration of the activity in minutes.
— Is Calendar Invite	boolean	No	false	Whether to send a calendar invite.
— Is Completed	boolean	No	false	Whether the activity is completed.

Activity: Update

Parameter	Type	Required	Default	Description
Activity ID (id)	string	Yes	—	The ID of the activity to update.
RAW Data	boolean	No	false	Whether the data should include the fields details.
Update Fields (updateFields)	collection	No	{}	Activity fields to change. Only the fields you add are sent.
— Title	string	No	—	—
— Type	string	No	—	—
— Owner	string	No	—	Owner user ID.
— Description	string	No	—	Details related to the activity.
— Tags	string	No	—	Tags associated with the activity.
— Due Date	string	No	—	Expiry date (ISO 8601 format).
— Duration	number	No	0	Time duration in minutes.
— Is Calendar Invite	boolean	No	false	Whether to send a calendar invite.
— Is Completed	boolean	No	false	Whether the activity is completed.

Activity: Get

Parameter	Type	Required	Default	Description
Activity ID (id)	string	Yes	—	The ID of the activity to retrieve.
RAW Data	boolean	No	false	Whether the data should include the fields details.

Activity: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	Whether to return all results or only up to a given limit.
Limit	number	No	10	Max number of results to return. Accepts 1–25. (shown when Return All is false)
JSON Parameters	boolean	No	false	Whether to provide the search body as raw JSON.
Options (options)	collection	No	{}	Query options for the search request.
— Fields	string	No	—	Comma-separated list of fields to return.
— Sort By	string	No	—	The field to sort by.
— Sort Order	options	No	desc	—
				Options: asc, desc
Filters (JSON) (filtersJson)	json	No	—	JSON search body with fields, query, and group filter rules. (shown when JSON Parameters is true)
Filters (filters)	fixedCollection	No	{}	Structured filter conditions built in the editor. (shown when JSON Parameters is false)
— Operator	options	No	AND	—
				Options: AND, OR
— Conditions	fixedCollection	No	{}	The conditions this filter group evaluates.
— — Field	options	No	title	—
				Options: title, tags
— — Condition	options	No	EQUALS	—
				Options: EQUALS, NOT_EQUALS, Contains, DOES_NOT_CONTAINS, EMPTY, NOT_EMPTY, STARTS_WITH, ENDS_WITH
— — Value	string	No	—	—

Activity: Delete

Parameter	Type	Required	Default	Description
Activity ID (id)	string	Yes	—	ID of the activity to delete. If more than one, add them separated by comma.

Deal: Create

Parameter	Type	Required	Default	Description
Title	string	Yes	—	The title of the deal.
Owner	string	Yes	—	Owner user ID. Find in Salesmate: Settings > Users.
Primary Contact	string	Yes	—	Primary contact ID for the deal. Find in Salesmate contacts list.
Pipeline	options	Yes	Sales	The pipeline for the deal.
				Options: Sales
Status	options	Yes	Open	The status of the deal.
				Options: Open, Close, Lost
Stage	options	Yes	—	The stage of the deal.
				Options: New (Untouched), Contacted, Qualified, In Negotiation, Proposal Presented
Currency	string	Yes	—	Currency code (e.g. “USD”, “EUR”).
RAW Data	boolean	No	false	Whether the data should include the fields details.
Additional Fields (additionalFields)	collection	No	{}	Optional deal fields to set on creation.
— Description	string	No	—	Details related to the deal.
— Tags	string	No	—	Tags associated with the deal.
— Primary Company	string	No	—	Primary company ID for the deal.
— Source	options	No	Ads	—
				Options: Ads, Referrals, Website, Word of mouth
— Estimated Close Date	string	No	—	Expected close date (ISO 8601 format).
— Deal Value	number	No	0	Monetary value of the deal.
— Priority	options	No	Medium	—
				Options: High, Medium, Low

Deal: Update

Parameter	Type	Required	Default	Description
Deal ID (id)	string	Yes	—	The ID of the deal to update.
RAW Data	boolean	No	false	Whether the data should include the fields details.
Update Fields (updateFields)	collection	No	{}	Deal fields to change. Only the fields you add are sent.
— Title	string	No	—	—
— Owner	string	No	—	Owner user ID.
— Primary Contact	string	No	—	Primary contact ID.
— Pipeline	options	No	—	—
				Options: Sales
— Status	options	No	Open	—
				Options: Open, Close, Lost
— Stage	options	No	—	—
				Options: Contacted, In Negotiation, New (Untouched), Proposal Presented, Qualified
— Currency	string	No	—	—
— Description	string	No	—	Details related to the deal.
— Tags	string	No	—	Tags associated with the deal.
— Primary Company	string	No	—	Primary company ID.
— Source	options	No	Ads	—
				Options: Ads, Referrals, Website, Word of mouth
— Estimated Close Date	string	No	—	Expected close date (ISO 8601).
— Deal Value	number	No	0	Monetary value of the deal.
— Priority	options	No	Medium	—
				Options: High, Medium, Low

Deal: Get

Parameter	Type	Required	Default	Description
Deal ID (id)	string	Yes	—	The ID of the deal to retrieve.
RAW Data	boolean	No	false	Whether the data should include the fields details.

Deal: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	Whether to return all results or only up to a given limit.
Limit	number	No	10	Max number of results to return. Accepts 1–25. (shown when Return All is false)
JSON Parameters	boolean	No	false	Whether to provide the search body as raw JSON.
Options (options)	collection	No	{}	Query options for the search request.
— Fields	string	No	—	Comma-separated list of fields to return.
— Sort By	string	No	—	The field to sort by.
— Sort Order	options	No	desc	—
				Options: asc, desc
Filters (JSON) (filtersJson)	json	No	—	JSON search body with fields, query, and group filter rules. (shown when JSON Parameters is true)
Filters (filters)	fixedCollection	No	{}	Structured filter conditions built in the editor. (shown when JSON Parameters is false)
— Operator	options	No	AND	—
				Options: AND, OR
— Conditions	fixedCollection	No	{}	The conditions this filter group evaluates.
— — Field	options	No	title	—
				Options: title, tags, lastCommunicationMode
— — Condition	options	No	EQUALS	—
				Options: EQUALS, NOT_EQUALS, Contains, DOES_NOT_CONTAINS, EMPTY, NOT_EMPTY, STARTS_WITH, ENDS_WITH
— — Value	string	No	—	—

Deal: Delete

Parameter	Type	Required	Default	Description
Deal ID (id)	string	Yes	—	ID of the deal to delete. If more than one, add them separated by comma.

All Operations

Parameter	Type	Required	Default	Description
Max Concurrency	number	No	10	Maximum number of items to process concurrently. Accepts 1–100.

Output Data

For every operation except Get Many, the Salesmate response is merged onto the input item’s JSON at the top level — the returned record’s fields sit alongside the fields the item already carried, so downstream nodes address them directly ({{ $json.id }}). A response field with the same name as an existing item field overwrites it. Binary data on the input item is forwarded unchanged, and one input item produces one output item.

Get Many replaces the item JSON instead of merging it. The search response fans out: each returned record becomes its own output item whose JSON is that record alone — nothing from the input item’s JSON carries over. Binary is still forwarded onto every item. A search that matches nothing produces no output items for that input.

Operations	Output
Create, Update, Get on companies, activities and deals	One output item; the returned record’s fields merged onto the input JSON.
Get Many on companies, activities and deals	One output item per matching record, each carrying only that record’s fields.
Delete on companies, activities and deals	One output item; the delete response merged onto the input JSON, or success: true when the API returns no body.

Leave RAW Data off to strip the verbose per-field detail block from Create, Update and Get responses; turn it on when you need Salesmate’s field metadata as well as the values.

Usage Examples

• Create a new company in Salesmate
• Search for all open deals
• Update an activity status in Salesmate
• Delete a company from Salesmate CRM

Example Configuration

Create a company with billing details:

{
  "type": "salesmate",
  "parameters": {
    "resource": "company",
    "operation": "create",
    "name": "Acme Corporation",
    "owner": "1",
    "rawData": true,
    "additionalFields": {
      "website": "https://acme.com",
      "phone": "+1-555-0123",
      "description": "Leading provider of innovative solutions",
      "currency": "USD",
      "billingAddressLine1": "123 Business St",
      "billingCity": "New York",
      "billingState": "NY",
      "billingZipCode": "10001"
    }
  }
}

Update a company using an ID carried on the incoming item:

{
  "type": "salesmate",
  "parameters": {
    "resource": "company",
    "operation": "update",
    "id": "{{ $json.companyId }}",
    "updateFields": {
      "name": "Acme Corporation Ltd",
      "website": "https://acme-corp.com",
      "phone": "+1-555-0124",
      "description": "Updated description"
    }
  }
}

Search companies with the structured filter builder, sorted by name:

{
  "type": "salesmate",
  "parameters": {
    "resource": "company",
    "operation": "getAll",
    "returnAll": false,
    "limit": 25,
    "jsonParameters": false,
    "options": {
      "sortBy": "name",
      "sortOrder": "asc"
    },
    "filters": {
      "filtersUi": {
        "operator": "AND",
        "conditions": {
          "conditionsUi": [
            {
              "field": "name",
              "condition": "Contains",
              "value": "Corp"
            }
          ]
        }
      }
    }
  }
}

Log a follow-up call against a contact:

{
  "type": "salesmate",
  "parameters": {
    "resource": "activity",
    "operation": "create",
    "title": "Follow-up Call",
    "owner": "1",
    "type": "call",
    "additionalFields": {
      "description": "Schedule follow-up call with prospect",
      "dueDate": "{{ $datetime.iso }}",
      "duration": 30,
      "isCalendarInvite": true
    }
  }
}

Create a qualified deal in the Sales pipeline:

{
  "type": "salesmate",
  "parameters": {
    "resource": "deal",
    "operation": "create",
    "title": "Enterprise Software License",
    "owner": "1",
    "primaryContact": "{{ $json.contactId }}",
    "pipeline": "Sales",
    "status": "Open",
    "stage": "Qualified",
    "currency": "USD",
    "additionalFields": {
      "description": "Annual enterprise software license deal",
      "dealValue": 50000,
      "estimatedCloseDate": "2026-03-31",
      "priority": "High",
      "source": "Referrals"
    }
  }
}

Pull every open deal with a raw JSON search body. Filters (JSON) is parsed as text, so give it a JSON string rather than a nested object — an object is silently ignored and the search returns everything:

{
  "type": "salesmate",
  "parameters": {
    "resource": "deal",
    "operation": "getAll",
    "returnAll": true,
    "jsonParameters": true,
    "filtersJson": "{\"query\":{\"group\":{\"operator\":\"AND\",\"conditions\":[{\"field\":\"status\",\"condition\":\"EQUALS\",\"value\":\"Open\"}]}}}"
  }
}

Delete several records in one call:

{
  "type": "salesmate",
  "parameters": {
    "resource": "company",
    "operation": "delete",
    "id": "123,456,789"
  }
}

Error Handling

Mode	Behavior
stop	Halts workflow on first error
continue	Skips failed items, passes successful ones through
errorPort	Routes failed items to Error output port

Tips

Salesmate CRM: create, read, update, delete, and search companies, activities, and deals.

Filtering and Pagination

• Use returnAll: true to get all records, or returnAll: false with limit for pagination. Limit accepts 1–25 per request.
• Use jsonParameters: true for complex JSON filters, or jsonParameters: false for the structured filter builder.
• Filters (JSON) is read as text and parsed. Supply a JSON string; anything that fails to parse is discarded without an error, and the search runs unfiltered.
• Add Options whenever you list records so you control sorting and which fields come back.

Data Structure Considerations

• Collection parameters (Additional Fields, Update Fields, Options) are flat objects keyed by the sub-field’s internal name.
• The Filters fixed collection nests under the group key filtersUi, and its conditions nest under conditionsUi.
• Set RAW Data to true when you want Salesmate’s field-detail metadata in the response.