Salesmachine
The Salesmachine modules allow you to monitor, create, update, send, retrieve, and list the accounts, contacts, and events in your Salesmachine account.
Getting Started with Salesmachine
Prerequisites
- A Salesmachine account - create an account at salesmachine.io
The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!
Connecting Salesmachine to Integromat
To connect your Salesmachine account to Integromat you need to obtain the API Token from your Salesmachine account and insert it in the Create a connection dialog in the Integromat module.
1. Write to the sales@salesmachine.io account.
2. Go to Integromat and open the Salesmachine module's Create a connection dialog.
3. In the Connection name field, enter a name for the connection.
4. In the API Token v2 field, enter the token received from the sales team and click Continue.
The connection has been established.
Contacts
List Contacts
Gets a list of contacts.
Connection | Establish a connection to your Salesmachine account. |
Limit | Set the maximum number of contacts Integromat should return during one execution cycle. |
Archived | Select whether you want to list the archived contacts. |
Order | Select or map the order in which you want to list the contacts. |
Sort | Select or map the option to sort the contacts. |
Get a Contact
Gets a contact.
Connection | Establish a connection to your Salesmachine account. |
Contact ID | Select or map the Contact ID whose details you want to retrieve. |
Create/Update a Contact
Creates or updates a contact.
Connection | Establish a connection to your Salesmachine account. |
Contact UID | Select or map the Contact UID whose details you want to update. |
Enter (map) the contact's email address. | |
Name | Enter (map) the contact's name. |
Gender | Enter (map) the contact's gender. |
MRR | Enter (map) the amount spent by the contact on the Salesmachine application. |
Account UID | Enter (map) Account UID related to the contact. |
Churn Date | Enter (map) the date on which the contact has canceled their subscription. |
Churn MMR | Enter (map) the amount lost due to the cancelation. |
Churn Reason | Enter (map) the reason for canceling the subscription. |
Churn Comment | Enter (map) the comment text about the contact. |
Delete a Contact
Deletes a contact.
Connection | Establish a connection to your Salesmachine account. |
Contact ID | Select or map the Contact ID you want to delete. |
Accounts
List Accounts
Gets a list of accounts.
Connection | Establish a connection to your Salesmachine account. |
Limit | Set the maximum number of accounts Integromat should return during one execution cycle. |
Archived | Select whether you want to list the archived accounts. |
Order | Select or map the order in which you want to list the accounts. For example, ascending . |
Sort | Select or map the option to sort the accounts. For example, Created at . |
Get an Account
Gets an account.
Connection | Establish a connection to your Salesmachine account. |
Account ID | Select or map the Account ID whose details you want to retrieve. |
Create/Update an Account
Creates or updates an account.
Connection | Establish a connection to your Salesmachine account. |
Account UID | Select or map the Account UID whose details you want to create or update. If the specified Account UID is not present then a new account will be created. |
Name | Enter (map) the account name. |
MRR | Enter (map) the amount spent by the account. |
Domain | Enter (map) the domain of the account. |
Chum Date | Enter (map) the date on which the account was canceled. |
Churn MMR | Enter (map) the amount canceled by the account. |
Churn Reason | Enter (map) the reason for canceling the account. |
Churn Comment | Enter (map) the comment text about the account. |
Delete an Account
Deletes an account.
Connection | Establish a connection to your Salesmachine account. |
Account ID | Select or map the Account ID you want to delete. |
Events
Create an Event
Creates an event.
Connection | Establish a connection to your Salesmachine account. |
Contact UID | Select or map the Contact UID whose event you want to create. |
Event UID | Select or map the Event UID you want to create. |
Account UID | Select or map the Account UID related to the event. |
Display Name | Enter (map) the event name that displays in the account. |
Other
Make an API Call
Performs an arbitrary authorized API call.
Connection | Establish a connection to your Salesmachine account. |
URL | Enter a path relative to For the list of available endpoints, refer to the Salesmachine API Documentation. |
Method | Select the HTTP method you want to use: GET POST PUT PATCH DELETE |
Headers | Enter the desired request headers. You don't have to add authorization headers; we already did that for you. |
Query String | Enter the request query string. |
Body | Enter the body content for your API call. |
Example of Use - List Contacts
The following API call returns all the contacts from your Salesmachine account:
URL:/v2/Contacts
Method:GET
Matches of the search can be found in the module's Output under Bundle > Body > data.
In our example, the 3 contacts were returned: