Salesmate connects to a Nagent workspace with an API key. Once it is connected, agents can call 6 Salesmate actions, such as "Add Product", "Create Company" and "Get Active Users". Nothing is enabled on connect: each action is allowed one at a time, and an action with side effects runs or waits for a person according to the agent's level.
Every operation an agent can call against Salesmate, with input parameters and output schema.
SALESMATE_ADD_PRODUCTTool 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."
Input parameters
Unique SKU/code of the product
Name of the product
Comma-separated tags (max 5000 chars)
Salesmate user ID that owns the product
Three-letter ISO currency code, uppercase
Whether the product is active for sales
Sale price of the product (non-negative)
Optional direct cost of the product (non-negative)
Optional cost per unit (non-negative)
Optional description (max 2000 chars)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
SALESMATE_CREATE_COMPANYTool to create a new company in the Salesmate CRM. Use when you need to register a new organization.
Input parameters
Name of the company (max 255 chars)
Comma-separated tags for the company
ID of the owner user for this company. If not provided, defaults to the authenticated user.
Primary phone number of the company
Skype ID of the company
Website URL of the company
Three-letter ISO currency code (uppercase)
Secondary phone number of the company
Billing city
Description for the company
Billing state
Twitter handle of the company
Billing country
Billing ZIP/postal code
Facebook profile or handle of the company
LinkedIn profile link of the company
Google Plus profile link of the company
Billing address line 1
Billing address line 2
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
SALESMATE_DELETE_PRODUCTTool to delete a product by ProductId. Use when you need to remove a product from the catalog after confirming the correct ProductId.
Input parameters
Unique identifier of the product to delete
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
SALESMATE_GET_ACTIVE_USERSTool to retrieve all active users. Use when you need to fetch only users currently marked active for tasks, assignments, or user management audits.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
SALESMATE_GET_COMPANYTool 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".
Input parameters
Unique identifier of the company to retrieve
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
SALESMATE_LIST_MODULESTool 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.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
Agents can call 6 Salesmate actions on Nagent, including "Add Product", "Create Company" and "Get Active Users". Add Product: Add a new product. Each action is listed on this page with its input parameters and its output.
Salesmate connects with an API key, under your workspace's own connection. Nothing is enabled on connect: each action is allowed one at a time and can be scoped to the agents that need it.
Add Product takes 3 required inputs: name, currency and unitPrice. It also takes 7 optional inputs: sku, tags, owner, isActive, directCost, costPerUnit and description. It returns data, error and successful.