How to connect NocoDB and Salesmate
Create a New Scenario to Connect NocoDB 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 NocoDB, triggered by another scenario, or executed manually (for testing purposes). In most cases, NocoDB or Salesmate will be your first step. To do this, click "Choose an app," find NocoDB or Salesmate, and select the appropriate trigger to start the scenario.

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


NocoDB

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


NocoDB
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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 NocoDB 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 NocoDB 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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NocoDB
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Iterator
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Webhook response


Save and Activate the Scenario
After configuring NocoDB, 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 NocoDB and Salesmate integration works as expected. Depending on your setup, data should flow between NocoDB 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 NocoDB and Salesmate
NocoDB + Salesmate + Slack: When a new record is created in NocoDB, a contact is created in Salesmate with the information from the record. Finally, a summary of the new contact is sent to a specified Slack channel.
Salesmate + NocoDB + Google Sheets: When a deal is updated in Salesmate, the deal information is added as a new row to a NocoDB table. This NocoDB table is then synced to a Google Sheet for reporting purposes.
NocoDB and Salesmate integration alternatives

About NocoDB
Use NocoDB as a database backend inside Latenode to create flexible, custom apps without code. Trigger automated workflows based on NocoDB data changes, like new records or updates. Streamline data entry, automate reporting, and connect your database to any API. Build scalable solutions visually inside Latenode.
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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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FAQ NocoDB and Salesmate
How can I connect my NocoDB account to Salesmate using Latenode?
To connect your NocoDB account to Salesmate on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select NocoDB and click on "Connect".
- Authenticate your NocoDB and Salesmate accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new NocoDB records to Salesmate contacts?
Yes, you can. Latenode automates syncing, creating new Salesmate contacts from NocoDB records. This ensures your Salesmate CRM is always up-to-date with the latest information from NocoDB.
What types of tasks can I perform by integrating NocoDB with Salesmate?
Integrating NocoDB with Salesmate allows you to perform various tasks, including:
- Create new Salesmate contacts from new NocoDB records.
- Update Salesmate deals when a NocoDB record is modified.
- Send custom email notifications via Salesmate on NocoDB updates.
- Automatically generate Salesmate tasks from NocoDB data.
- Enrich NocoDB records with Salesmate contact information.
HowdoesLatenodeenhancetheNocoDBSalesmateintegrationexperience?
Latenode offers visual workflow building, advanced logic, JavaScript functions, and AI steps. This provides flexibility beyond basic integration, for complex scenarios.
Are there any limitations to the NocoDB and Salesmate integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- Rate limits of the NocoDB and Salesmate APIs apply.
- Initial setup requires understanding of both platforms.