Salesmate and Airparser Integration

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Automatically add new leads to Salesmate from unstructured data parsed by Airparser. Latenode's visual editor and affordable pay-per-use pricing makes building and scaling this automation easier than ever, with no coding required.

Swap Apps

Salesmate

Airparser

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Salesmate and Airparser

Create a New Scenario to Connect Salesmate and Airparser

In the workspace, click the โ€œCreate New Scenarioโ€ button.

Add the First Step

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

Add the Salesmate Node

Select the Salesmate node from the app selection panel on the right.

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Salesmate

Configure the Salesmate

Click on the Salesmate node to configure it. You can modify the Salesmate URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect Salesmate

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Run node once

Add the Airparser Node

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

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Airparser

Authenticate Airparser

Now, click the Airparser node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Airparser settings. Authentication allows you to use Airparser through Latenode.

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Airparser

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Configure the Salesmate and Airparser Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Run node once

Set Up the Salesmate and Airparser 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 donโ€™t 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.
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Save and Activate the Scenario

After configuring Salesmate, Airparser, and any additional nodes, donโ€™t 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 โ€œRun onceโ€ and triggering an event to check if the Salesmate and Airparser integration works as expected. Depending on your setup, data should flow between Salesmate and Airparser (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Salesmate and Airparser

Airparser + Salesmate + Google Sheets: When Airparser extracts data from an invoice in an email, the information is used to update or create a contact record in Salesmate. The details of this transaction are then logged in a Google Sheet for tracking and reporting.

Airparser + Salesmate + Slack: When Airparser extracts a new lead from a document, a new contact is created in Salesmate. A notification is then sent to a designated Slack channel to alert the sales team about the new lead.

Salesmate and Airparser integration alternatives

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.

About Airparser

Airparser in Latenode extracts data from PDFs, emails, and documents. Automate data entry by feeding parsed content directly into your CRM or database. Use Latenode's logic functions to validate or transform data, then trigger actions like sending notifications or updating records. Scale document processing without complex code.

Salesmate + Airparser integration

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FAQ Salesmate and Airparser

How can I connect my Salesmate account to Airparser using Latenode?

To connect your Salesmate account to Airparser on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Salesmate and click on "Connect".
  • Authenticate your Salesmate and Airparser accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Salesmate deals with parsed invoice data?

Yes, you can! Latenode's visual editor makes it easy to automatically update Salesmate deal information using parsed invoice data from Airparser, saving time and ensuring data accuracy.

What types of tasks can I perform by integrating Salesmate with Airparser?

Integrating Salesmate with Airparser allows you to perform various tasks, including:

  • Automatically create Salesmate contacts from parsed lead information.
  • Update deal stages in Salesmate based on data extracted from Airparser documents.
  • Extract invoice amounts from Airparser and add them to Salesmate deals.
  • Trigger Salesmate tasks when new data is parsed in Airparser.
  • Enrich Salesmate contact profiles with parsed data insights.

How does Latenode handle Salesmate API rate limits?

Latenode intelligently manages API requests to avoid rate limits, ensuring reliable Salesmate automation, with built-in retry mechanisms and queue management.

Are there any limitations to the Salesmate and Airparser integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations may require JavaScript knowledge.
  • Large document parsing via Airparser can impact workflow execution time.
  • Real-time synchronization depends on the Salesmate API's update frequency.

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