awork + Salesmate Integrations

How to connect awork + Salesmate

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Supported triggers and actions

What does this mean?

New Task
Triggers when a new task is created. The trigger only fires for tasks with a project assigned, not for private tasks.
Trigger
Instant
New Time Entry
Triggers when a new time entry is created.
Trigger
Instant
Updated Time Entry
Triggers when a time entry is updated.
Trigger
Instant
Create Client
Creates a new client.
Action
Write
Create Project
Creates a new project.
Action
Write
Create Project Task
Creates a new project task.
Action
Write
Search Projects
Finds a project by name
Action
Search
Search Users by Email
Finds a user by email
Action
Search
Salesmate
Triggers when a new user created.
Scheduled
Trigger
Salesmate
Triggers when a user is de-activated.
Scheduled
Trigger
Salesmate
Triggers when a new activity is created.
Instant
Trigger
Salesmate
Triggers when a new activity note is created.
Scheduled
Trigger
Salesmate
Triggers when a new company is created.
Instant
Trigger
Salesmate
Triggers when a new company note is created.
Scheduled
Trigger
Salesmate
Triggers when a new contact is created.
Instant
Trigger
Salesmate
Triggers when a new contact note is created.
Scheduled
Trigger
Salesmate
Triggers when a new deal is created.
Instant
Trigger
Salesmate
Triggers when a new deal note is created.
Scheduled
Trigger
Salesmate
Triggers when a new activity update is found.
Instant
Trigger
Salesmate
Triggers when a new company update is found.
Instant
Trigger
Salesmate
Triggers when a new contact update is found.
Instant
Trigger
Salesmate
Triggers when a new deal update is found.
Instant
Trigger
Salesmate
Adds Note based on previous step.
Scheduled
Action
Salesmate
Created new User, probably with input from previous step.
Scheduled
Action
Salesmate
Creates a new Activity, probably with input from previous steps.
Scheduled
Action
Salesmate
Creates a new Company, probably with input from previous steps.
Scheduled
Action
Salesmate
Creates a new Contact, probably with input from previous steps.
Scheduled
Action
Salesmate
Creates a new Deal, probably with input from previous steps.
Scheduled
Action
Salesmate
Select a random user from active user
Scheduled
Action
Salesmate
Update Activity, probably with input from previous steps.
Scheduled
Action
Salesmate
Update Company, probably with input from previous steps.
Scheduled
Action
Salesmate
Update Contact, probably with input from previous steps.
Scheduled
Action
Salesmate
Update Deal, probably with input from previous steps.
Scheduled
Action
Salesmate
Updates a note based on previous step.
Scheduled
Action
Salesmate
Searches Total Rows in Activities
Scheduled
Action
Salesmate
Searches Total Rows in Company
Scheduled
Action
Salesmate
Searches Total Rows in Contacts
Scheduled
Action
Salesmate
Searches Total Rows in Deal
Scheduled
Action
Salesmate
Finds an activity based on different fields
Scheduled
Action
Salesmate
Finds a company based on different fields
Scheduled
Action
Salesmate
Finds a contact based on different fields
Scheduled
Action
Salesmate
Finds a deal based on different fields
Scheduled
Action
Salesmate
Search or create Activity , if activity does not exist.
Scheduled
Action
Salesmate
Search or create Company, if does not exist. Optionally, create one if none are found.
Scheduled
Action
Salesmate
Search or create Contact , if contact does not exist.
Scheduled
Action
Salesmate
Search or Create a deal , if deal does not exist.
Scheduled
Action
Salesmate
Find an User based on different fields.
Scheduled
Action
Salesmate
x
Scheduled
Action
Salesmate
x
Scheduled
Action
Salesmate
x
Scheduled
Action
Salesmate
x
Scheduled
Action

How awork + Salesmate Integrations Work

Step 1: Authenticate awork and Salesmate.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect awork + Salesmate

About awork

Intelligent projects, tasks and time tracking for your project business.

Related categories

Team Collaboration

About Salesmate

Salesmate is an All-in-one Sales Management, Automation, and Acceleration Software for Teams of All Sizes & Shapes.

Learn more

Related categories

CRM (Customer Relationship Management)

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