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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Customer / Updated Customer" from Cin7 Core Inventory.

Add your action

An action happens after the trigger—such as "Add Note for Custom Module" in Salesmate.

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Zapier seamlessly connects Cin7 Core Inventory and Salesmate, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Status
  Required
Trigger
Instant
Try It
- Status
  Required
Trigger
Instant
Try It
Sale Attachment Added
Triggers when an attachment is added to a sale
Trigger
Instant
Try It
New Sale
Triggers when a new sale is created.
Trigger
Instant
Try It
- Event Type
  Required
Trigger
Instant
Try It

- Event Type
  Required
Trigger
Instant
Try It
- Event Type
  Required
Trigger
Instant
Try It

- Status
  Required
Trigger
Instant
Try It
- Name
  Required
- Currency
  Required
- Payment Term
  Required
- Discount
- TaxRule
  Required
- Carrier
- Sales Representative
- Location
- Comments
- Account Receivable
  Required
- Revenue Account
  Required
- Price Tier
- Tax Number
- On Credit Hold
- AttributeSet
- Additional Attribute 1
- Additional Attribute 2
- Additional Attribute 3
- Additional Attribute 4
- Additional Attribute 5
- Additional Attribute 6
- Additional Attribute 7
- Additional Attribute 8
- Additional Attribute 9
- Additional Attribute 10
- Tags
- Line1 (required when Addresses provided)
- Line2
- City
- State
- Postcode
- Country (required when Addresses provided)
- Type (required when Addresses provided)
- Default For Type
- Name (required when Contacts provided)
- Job Title
- Phone
- Mobile Phone
- Fax
- Email
- Website
- Default
- Comment
- Include In Email
Action
Write
- Sale ID
  Required
- Payment Type
- Reference
- Amount
  Required
- Date Paid
  Required
- Account
  Required
- Currency Rate
  Required
Action
Write
- Customer
  Required
- Contact
- Phone
- Email
- Order Date
- Sale Account
- SKU
  Required
- Quantity
  Required
- Price
  Required
- Tax
  Required
- Total
  Required
- Line Order
- Discount
- Sale Account
- Tax Rule
  Required
- Comment
- DropShip
- Billing Address Line 1
- Billing Address Line 2
- Billing Address City
- Billing Address State
- Billing Address Postcode
- Billing Address Country
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address State
- Shipping Address Postcode
- Shipping Address Country
- Shipping Address Contact
- Shipping Address Company
- Shipping Address Ship To Other
- Carrier
- Ship By
- Tax Rule
- Tax Inclusive
- Terms
- Price Tier
- Location
- Note
- Customer Reference
- Invoice Status
- Order Status
- AutoPickPackShip Mode
- Sales Representative
- Invoice Date
- Invoice Due Date
- Currency Rate
- Order Memo
- Invoice Memo
- Reference
- Amount
- DatePaid
- Account
- Currency Rate
- Additional Attribute 1
- Additional Attribute 2
- Additional Attribute 3
- Additional Attribute 4
- Additional Attribute 5
- Additional Attribute 6
- Additional Attribute 7
- Additional Attribute 8
- Additional Attribute 9
- Additional Attribute 10
Action
Write
- Effective Date
  Required
- Account
- Reference
- SKU
  Required
- Quantity
  Required
- Unit Cost
  Required
- Location
  Required
- Batch Serial Number
- Expiry Date
- Comments
Action
Write
- Name
  Required
- Currency
  Required
- Payment Term
  Required
- Discount
- Tax Rule
  Required
- Comments
- Account Payable
  Required
- Tax Number
- Attribute Set
- Additional Attribute 1
- Additional Attribute 2
- Additional Attribute 3
- Additional Attribute 4
- Additional Attribute 5
- Additional Attribute 6
- Additional Attribute 7
- Additional Attribute 8
- Additional Attribute 9
- Additional Attribute 10
- Line 1 (required when Addresses provided)
- Line 2
- City
- State
- Postcode
- Country (required when Addresses provided)
- Type (required when Addresses provided)
- Default For Type
- Name (required when Contacts provided)
- Phone
- Fax
- Email
- Website
- Default
- Comment
- Include In Email
Action
Write
- Product ID
  Required
- SKU
  Required
- Name
  Required
- Category
  Required
- Brand
- Type
  Required
- Costing Method
  Required
- DropShip Mode
- Length
- Width
- Height
- Weight
- Unit of Measure
  Required
- Weight Unit of Measure
- Dimensions Unit of Measure
- Barcode
- Minimum Before Reorder
- Reorder Quantity
- Price Tier 1
  Required
- Price Tier 2
- Price Tier 3
- Price Tier 4
- Price Tier 5
- Price Tier 6
- Price Tier 7
- Price Tier 8
- Price Tier 9
- Price Tier 10
- Short Description
- Description
- Tags
- Stock Locator
- Pick Zones
Action
Write
- ID
  Required
- Name
  Required
- Currency
  Required
- PaymentTerm
  Required
- Discount
- Tax Rule
  Required
- Comments
- Account Payable
  Required
- Tax Number
- Attribute Set
- Additional Attribute 1
- Additional Attribute 2
- Additional Attribute 3
- Additional Attribute 4
- Additional Attribute 5
- Additional Attribute 6
- Additional Attribute 7
- Additional Attribute 8
- Additional Attribute 9
- Additional Attribute 10
- Line 1 (required when Addresses provided)
- Line 2
- City
- State
- Postcode
- Country (required when Addresses provided)
- Type (required when Addresses provided)
- Default For Type
- Name (required when Contacts provided)
- Job Title
- Phone
- Mobile Phone
- Fax
- Email
- Website
- Default
- Comment
- Include In Email
Action
Write
- Assembly Status
- Search
- Sale ID
Action
Search
- Sale ID
- Order Number
- Invoice Number
- Credit Note Number
Action
Search
- Product ID
- Product Name
- Product SKU
Action
Search
- Task ID
  Required
Action
Search
- Sale ID
  Required
Action
Search
- Name
  Required
- Contact Name / Email
- Currency
  Required
- Payment Term
  Required
- Discount
- TaxRule
  Required
- Carrier
- Sales Representative
- Location
- Comments
- Account Receivable
  Required
- Revenue Account
  Required
- Price Tier
- Tax Number
- On Credit Hold
- AttributeSet
- Additional Attribute 1
- Additional Attribute 2
- Additional Attribute 3
- Additional Attribute 4
- Additional Attribute 5
- Additional Attribute 6
- Additional Attribute 7
- Additional Attribute 8
- Additional Attribute 9
- Additional Attribute 10
- Tags
- Line1 (required when Addresses provided)
- Line2
- City
- State
- Postcode
- Country (required when Addresses provided)
- Type (required when Addresses provided)
- Default For Type
- Name (required when Contacts provided)
- Job Title
- Phone
- Mobile Phone
- Fax
- Email
- Website
- Default
- Comment
- Include In Email
Action
Search or write
New De-Activated User
Triggers when a user is de-activated.
Trigger
Polling
Try It
New Activity Note
Triggers when a new activity note is created.
Trigger
Polling
Try It
New Company Note
Triggers when a new company note is created.
Trigger
Polling
Try It
New Contact Note
Triggers when a new contact note is created.
Trigger
Polling
Try It
New Deal Note
Triggers when a new deal note is created.
Trigger
Polling
Try It
- Select Module
  Required
Trigger
Polling
Try It
Update Company
Triggers when a new company update is found.
Trigger
Instant
Try It
Update Deal
Triggers when a new deal update is found.
Trigger
Instant
Try It
- Select Module
  Required
- Object Id
  Required
- Note
Action
Write
Add New User
Created new User, probably with input from previous step.
Action
Write
Create Company
Creates a new Company, probably with input from previous steps.
Action
Write
- Teammates
- Participants
Action
Write
Random User
Select a random user from active user
Action
Write
- Enter the Company Id
  Required
Action
Write
- Select Module
  Required
- Object Id
  Required
- Note Id
  Required
- Note
Action
Write
- Module Name
  Required
- Object Id
  Required
- Note Id
  Required
- Note
Action
Write
Search for Total Rows in Activity
Searches Total Rows in Activities
Action
Search
Search for Total Rows in Contacts
Searches Total Rows in Contacts
Action
Search
- Select Module
  Required
Action
Search
Search Company
Finds a company based on different fields
Action
Search
Search Deal
Finds a deal based on different fields
Action
Search
Search or Create Activity
Search or create Activity , if activity does not exist.
Action
Search
Search or Create Contact
Search or create Contact , if contact does not exist.
Action
Search
- Select Module
  Required
Action
Search
- Teammates
- Participants
Action
Search or write
Find or create a contact
x
Action
Search or write
- Select Module
  Required
Action
Search or write

- Status
  Required
Trigger
Instant
Try It
Sale Additional Info Added
Triggers when an additional information is added to a sale
Trigger
Instant
Try It
- Event Type
  Required
Trigger
Instant
Try It
Sale Credit Note Authorised
Triggers when a sales credit note authorised.
Trigger
Instant
Try It
Sale Invoice Authorised
Triggers when a sales invoice authorised.
Trigger
Instant
Try It
Sale Shipment Tracking Number Changed
Triggers when a sale's shipment tracking number changed.
Trigger
Instant
Try It
Stock Level Update
Triggered when a change is made to product availability.
Trigger
Instant
Try It
- Sale ID
  Required
- File Name
  Required
- Is Processed
- File Content
- File Download URL
Action
Write
- Sale ID
  Required
- Status
  Required
- SKU
  Required
- Location
  Required
- Package #
- Quantity
  Required
- Batch Serial Number
- Expiry Date
Action
Write
- SKU
  Required
- Name
  Required
- Category
  Required
- Brand
- Type
  Required
- Costing Method
  Required
- DropShip Mode
- Length
- Width
- Height
- Weight
- Unit of Measure
  Required
- Weight Unit of Measure
- Dimensions Unit of Measure
- Barcode
- Minimum Before Reorder
- Reorder Quantity
- Price Tier 1
  Required
- Price Tier 2
- Price Tier 3
- Price Tier 4
- Price Tier 5
- Price Tier 6
- Price Tier 7
- Price Tier 8
- Price Tier 9
- Price Tier 10
- Short Description
- Description
- Tags
- Stock Locator
- Pick Zones
Action
Write
- Sale ID
  Required
- Keep Existing Shipment Lines
- Status
  Required
- Require By Date
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address State
- Shipping Address Postcode
- Shipping Address Country
- Shipping Address Contact
- Shipping Address Company
- Shipping Address Ship To Other
- Shipping Notes
- Shipment Date
  Required
- Carrier
- Package #
  Required
- Tracking Number
Action
Write
- From Location
  Required
- To Location
  Required
- Departure Date
  Required
- Completion Date
  Required
- Reference
- SKU
  Required
- Transfer Quantity
  Required
- Batch Serial Number
- Expiry Date
- Comment
Action
Write
- ID
  Required
- Name
- Currency
- Payment Term
- Discount
- TaxRule
- Carrier
- Sales Representative
- Location
- Comments
- Account Receivable
- Revenue Account
- Price Tier
- Tax Number
- On Credit Hold
- AttributeSet
- Additional Attribute 1
- Additional Attribute 2
- Additional Attribute 3
- Additional Attribute 4
- Additional Attribute 5
- Additional Attribute 6
- Additional Attribute 7
- Additional Attribute 8
- Additional Attribute 9
- Additional Attribute 10
- Tags
- Line1 (required when Addresses provided)
- Line2
- City
- State
- Postcode
- Country (required when Addresses provided)
- Type (required when Addresses provided)
- Default For Type
- Name (required when Contacts provided)
- Job Title
- Phone
- Mobile Phone
- Fax
- Email
- Website
- Default
- Comment
- Include In Email
Action
Write
- Sale ID
  Required
- Customer
  Required
- Contact
- Phone
- Email
- Order Date
- Sale Account
- Billing Address Line 1
- Billing Address Line 2
- Billing Address City
- Billing Address State
- Billing Address Postcode
- Billing Address Country
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address State
- Shipping Address Postcode
- Shipping Address Country
- Shipping Address Contact
- Shipping Address Company
- Shipping Address Ship To Other
- Carrier
- Ship By
- Tax Rule
- Tax Inclusive
- Terms
- Price Tier
- Location
- Note
- Customer Reference
- Sales Representative
- Currency Rate
- Additional Attribute 1
- Additional Attribute 2
- Additional Attribute 3
- Additional Attribute 4
- Additional Attribute 5
- Additional Attribute 6
- Additional Attribute 7
- Additional Attribute 8
- Additional Attribute 9
- Additional Attribute 10
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Customer Name
- Contact Name / Email
Action
Search
- Page number
  Required
- Limit per page
  Required
- ID of product
- Name of product
- Sku of product
- Non Zero Products Only
  Required
- Location
- Batch #
- Category
Action
Search
- Task ID
  Required
Action
Search
- Task ID
  Required
Action
Search
- Search
- Status
Action
Search
New User
Triggers when a new user created.
Trigger
Polling
Try It
New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
- Select Module
  Required
Trigger
Instant
Try It
Update Activity
Triggers when a new activity update is found.
Trigger
Instant
Try It
Update Contact
Triggers when a new contact update is found.
Trigger
Instant
Try It
- Select Module
  Required
Trigger
Instant
Try It
- Module Name
  Required
- Object Id
  Required
- Note
Action
Write
- Teammates
- Participants
Action
Write
Create Contact
Creates a new Contact, probably with input from previous steps.
Action
Write
- Select Module
  Required
Action
Write
- Enter the Activity Id
  Required
- Teammates
- Participants
Action
Write
- Enter the Contact Id
  Required
Action
Write
- Enter the Deal Id
  Required
- Teammates
- Participants
Action
Write
- Select Module
  Required
- Enter the Record Id
  Required
Action
Write
Search for Total Rows in Company
Searches Total Rows in Company
Action
Search
Search for Total Rows in Deal
Searches Total Rows in Deal
Action
Search
Search Activity
Finds an activity based on different fields
Action
Search
Search Contact
Finds a contact based on different fields
Action
Search
- Select Module
  Required
Action
Search
Search or Create Company
Search or create Company, if does not exist. Optionally, create one if none are found.
Action
Search
Search or Create Deal
Search or Create a deal , if deal does not exist.
Action
Search
- Name
  Required
Action
Search
Find or Create a Company
x
Action
Search or write
- Teammates
- Participants
Action
Search or write

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Connect Cin7 Core Inventory and Salesmate to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Cin7 Core Inventory to Salesmate integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Cin7 Core Inventory

Cin7 Core Inventory is an all in one holistic solution for Inventory Management, POS & B2B eCommerce. Easily manage all your inventory, purchases, sales, suppliers and customers in one easy to use system.

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