How to connect Knack and Salesmate
Create a New Scenario to Connect Knack and Salesmate
In the workspace, click the βCreate New Scenarioβ button.

Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Knack, triggered by another scenario, or executed manually (for testing purposes). In most cases, Knack or Salesmate will be your first step. To do this, click "Choose an app," find Knack or Salesmate, and select the appropriate trigger to start the scenario.

Add the Knack Node
Select the Knack node from the app selection panel on the right.


Knack

Add the Salesmate Node
Next, click the plus (+) icon on the Knack node, select Salesmate from the list of available apps, and choose the action you need from the list of nodes within Salesmate.


Knack
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Salesmate


Authenticate Salesmate
Now, click the Salesmate node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Salesmate settings. Authentication allows you to use Salesmate through Latenode.
Configure the Knack and Salesmate Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Knack and Salesmate Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that donβt require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.

JavaScript
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AI Anthropic Claude 3
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Salesmate
Trigger on Webhook
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Knack
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Iterator
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Webhook response


Save and Activate the Scenario
After configuring Knack, Salesmate, and any additional nodes, donβt forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking βRun onceβ and triggering an event to check if the Knack and Salesmate integration works as expected. Depending on your setup, data should flow between Knack and Salesmate (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Knack and Salesmate
Salesmate + Knack + Google Sheets: When a new deal is created in Salesmate, a corresponding record is created in a Knack database, and a new row is added to a Google Sheet for reporting purposes.
Salesmate + Knack + Slack: When a deal is updated in Salesmate, specifically when the deal is closed, the customer record in Knack is updated, and a congratulatory message is sent to a designated Slack channel.
Knack and Salesmate integration alternatives

About Knack
Use Knack with Latenode to build custom database apps and automate workflows. Connect Knack data to other services, like CRMs or marketing tools, without code. Latenode lets you transform and route Knack data, create advanced logic, and scale automation beyond Knack's built-in limits, all visually and affordably.
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About Salesmate
Automate Salesmate tasks within Latenode to streamline sales processes. Trigger actions like lead creation or deal updates based on events in other apps. Connect Salesmate to your marketing stack, enrich data, and manage follow-ups using visual workflows and custom logic, avoiding manual data entry. Scale your sales automation without code, paying only for execution time.
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See how Latenode works
FAQ Knack and Salesmate
How can I connect my Knack account to Salesmate using Latenode?
To connect your Knack account to Salesmate on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Knack and click on "Connect".
- Authenticate your Knack and Salesmate accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Knack entries to Salesmate as contacts?
Yes, you can! Latenode lets you automatically create Salesmate contacts from Knack entries, ensuring your sales team always has the latest lead information. Streamline data flow and boost efficiency.
What types of tasks can I perform by integrating Knack with Salesmate?
Integrating Knack with Salesmate allows you to perform various tasks, including:
- Create a new Salesmate contact when a new Knack record is added.
- Update a Salesmate deal when a linked Knack record is updated.
- Send a Salesmate email when a Knack record reaches a certain stage.
- Create Knack records from new Salesmate contact entries.
- Trigger custom notifications in Salesmate based on Knack data changes.
Can I use JavaScript to transform data between Knack and Salesmate?
Yes, Latenode allows you to use JavaScript to transform data between Knack and Salesmate, offering unmatched flexibility for complex data mappings and custom logic.
Are there any limitations to the Knack and Salesmate integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data relationships may require custom JavaScript for optimal mapping.
- Initial data sync might require careful planning for large datasets.
- Rate limits of Knack and Salesmate APIs still apply to the integration.