How does OCNORA authenticate with Salesmate?

With a stored API key credential, shaped the Salesmate access key, or {"access_token": "…"}. A connection test can check it when you add it.

What can I automate with Salesmate?

6 typed operations, each with a reference page listing its config fields and the shapes it emits.

What if the Salesmate operation I need is not listed?

Call https://{linkname}.salesmate.io/apis from the HTTP node with the same credential, or describe the step to the AI builder, which asks our team for a typed node when one is missing.

Are there templates that use Salesmate?

Not yet. Start from a blank workflow, or describe the workflow to Build with AI.

How are Salesmate calls controlled?

Every call and every run step is audited, runs count against the execution budget, and Workflow Health pre-flights the workflow when you save it.

Salesmate

CRM & salesAPI keyConnection test available

Salesmate CRM contacts, companies, deals and activities (v4 API).

OCNORA ships 6 typed Salesmate operations. Each node has a schema-driven form, input and output tables beside its settings, and is pre-flighted by Workflow Health before your first real run. Endpoints not covered by a typed node are called at https://{linkname}.salesmate.io/apis through the HTTP node with the same credential.

Ask about Salesmate Salesmate API docs ↗

Before you connect Salesmate

Authentication: API key
Credential: the Salesmate access key, or {"access_token": "…"}
Connection test: Available: the stored credential can be checked against the provider when you add it. This is not a record that a test was run or passed.

What you can do with Salesmate

Operations, grouped by what they do to your data.

Create and send 1

Create Record

Read and search 3

Update 1

Update Record

Delete and cancel 1

Delete Record

A sample Salesmate workflow

1
A core trigger
Start the run from a chat, form, manual, schedule, webhook, workflow trigger — no Salesmate trigger is needed.
2
Get Recordsalesmate.get_record
Read one contact, company, deal or activity by its id.
3
Create Recordsalesmate.create_record
Add a contact, company, deal or activity to Salesmate.

An outline built from this provider’s node contracts, not a recorded run. Each step’s output fields are available to the next in the field picker.

Every node below has a reference page: what it does, the connection it needs, its config fields with types, constraints and examples, and the shapes it emits.

Operations 6

Salesmate questions

How does OCNORA authenticate with Salesmate?: With a stored API key credential, shaped the Salesmate access key, or {"access_token": "…"}. A connection test can check it when you add it.
What can I automate with Salesmate?: 6 typed operations, each with a reference page listing its config fields and the shapes it emits.
What if the Salesmate operation I need is not listed?: Call https://{linkname}.salesmate.io/apis from the HTTP node with the same credential, or describe the step to the AI builder, which asks our team for a typed node when one is missing.
Are there templates that use Salesmate?: Not yet. Start from a blank workflow, or describe the workflow to Build with AI.
How are Salesmate calls controlled?: Every call and every run step is audited, runs count against the execution budget, and Workflow Health pre-flights the workflow when you save it.

See your first Salesmate workflow run.

Book a technical demo. We add the connection, pick a template or describe the workflow to Build with AI, and Workflow Health checks it before it runs.

Book a technical demo Talk to sales