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

Note

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

To connect your Salesmachine account to Make you need to obtain the API Token from your Salesmachine account and insert it in the Create a connection dialog in the Make module.

1. Write to the sales@salesmachine.io account.

2. Go to Make and open the Salesmachine module's Create a connection dialog.

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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.

Note

Enter the v1 API token for the following modules:

  • Create/Update a Contact

  • Create/Update an Account

  • Create an Event

The connection has been established.

You can create, update, list, retrieve, and delete the contacts using the following modules.

List Contacts

Gets a list of contacts.

Connection

Establish a connection to your Salesmachine account.

Limit

Set the maximum number of contacts Make 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.

Note

Use V1 API token to establish the connection for proper execution of scenarios.

Connection

Establish a connection to your Salesmachine account.

Contact UID

Select or map the Contact UID whose details you want to update.

Email

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.

You can create, update, list, retrieve, and delete the accounts.

List Accounts

Gets a list of accounts.

Connection

Establish a connection to your Salesmachine account.

Limit

Set the maximum number of accounts Make 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.

Note

Use V1 API token to establish the connection for proper execution of scenarios.

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.

Create an Event

Creates an event.

Note

User V1 API token to establish the connection for proper execution of the scenarios.

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.

You can make API calls using the following modules.

Make an API Call

Performs an arbitrary authorized API call.

Connection

Establish a connection to your Salesmachine account.

URL

Enter a path relative to https://api.salesmachine.io For example: /v2/accounts

Note

For the list of available endpoints, refer to the Salesmachine API Documentation.

Method

Select the HTTP method you want to use:

GET to retrieve information for an entry.

POST to create a new entry.

PUT to update/replace an existing entry.

PATCH to make a partial entry update.

DELETE to delete an entry.

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

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Matches of the search can be found in the module's Output under Bundle > Body > data.

In our example, the 3 contacts were returned:

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