All integrations
SA
Catalogue metadata onlycrmv20260828_00

SALESMATE

Salesmate

Salesmate is an AI-powered CRM platform designed to help businesses engage leads, close deals faster, nurture relationships, and provide seamless support through a unified, intuitive interface.

Description is untrusted, display-only upstream metadata. It never becomes policy, OAuth scope authority, or an agent instruction.

Pakkawork boundary

Research catalogue metadata only. No Pakkawork OAuth, credential, host, quota, executor, or verifier is enabled.

No Pakkawork execution adapter is enabled. Hosted account-authorisation availability is workspace-specific and checked separately in the dashboard.Check workspace connection options
Attributed source

6

Action summaries

Display-only definitions

0

Trigger types

Not installed instances

1

Auth modes

Field names, never values

No

Execution

No runtime adapter

Authentication map

What setup is declared?

Only field names, types, and required markers are shown. Secret values, default auth URLs, credential material, and inferred OAuth scopes are excluded.
API_KEY

API_KEY

salesmate_api_key

Provider setup

Developer setup

No fields declared in this snapshot.

User connection

  • Salesmate Subdomainsubdomain · stringRequired
  • Session Tokenbearer_token · stringRequired

Capability index

Actions and trigger definitions

Static summaries are available. Live schemas remain disabled until PROVIDER_HUB_API_KEY is configured server-side.

Showing 1–6 of 6 actions

Add Product

SALESMATE_ADD_PRODUCT

Tool to add a new product. Use when you need to create a new product in Salesmate before referencing it (e.g., in deals or orders). Example: "Add a product named 'Widget Pro' (SKU WPRO1) priced at 199.99 USD."

Untrusted display-only summary

Create Company

SALESMATE_CREATE_COMPANY

Tool to create a new company in the Salesmate CRM. Use when you need to register a new organization.

Untrusted display-only summary

Delete Product

SALESMATE_DELETE_PRODUCT

Tool to delete a product by ProductId. Use when you need to remove a product from the catalog after confirming the correct ProductId.

Untrusted display-only summary

Get Active Users

SALESMATE_GET_ACTIVE_USERS

Tool to retrieve all active users. Use when you need to fetch only users currently marked active for tasks, assignments, or user management audits.

Untrusted display-only summary

Get Company

SALESMATE_GET_COMPANY

Tool to retrieve details of a specific company by ID. Use when you have a company ID and need its full record. Example: "Get company 42".

Untrusted display-only summary

List Modules

SALESMATE_LIST_MODULES

Tool to list all available Salesmate modules. Returns the core CRM modules including Contacts, Companies, Deals, Activities, Products, and Tickets. Use this to discover which modules are available for API operations.

Untrusted display-only summary

Provenance

Versioned facts, explicit trust.

The detail snapshot comes from an attributed MIT-licensed repository revision. Safe local icons use exact-match CC0 Simple Icons symbols; unmatched brands use monograms.

Repository
https://github.com/provider-directoryHQ/provider-directory
Commit
85e33f6a81dfe987f6fc3637d48d45052cea8ca5
Generated
2026-09-12
Trust policy
untrusted_display_only

Remote text is plain display metadata only. It must never become an agent prompt, execution policy, OAuth grant, or executable instruction.