Salesmate and GitLab Integration

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Automatically create GitLab issues from new Salesmate deals to streamline development handoffs. Latenode's visual editor makes this integration effortless, and the pay-by-execution pricing ensures affordability as you scale.

Swap Apps

Salesmate

GitLab

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Salesmate and GitLab

Create a New Scenario to Connect Salesmate and GitLab

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 GitLab will be your first step. To do this, click "Choose an app," find Salesmate or GitLab, 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 GitLab Node

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

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GitLab

Authenticate GitLab

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

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Configure the Salesmate and GitLab 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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GitLab Oauth 2.0

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The action ID

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Run node once

Set Up the Salesmate and GitLab 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, GitLab, 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 GitLab integration works as expected. Depending on your setup, data should flow between Salesmate and GitLab (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 GitLab

Salesmate + GitLab + Slack: When a deal is won in Salesmate, a new project is created in GitLab to initiate work. The team is then notified in a designated Slack channel.

GitLab + Salesmate + Jira: When a GitLab issue is closed, the corresponding Salesmate opportunity is updated to reflect the progress and a follow-up task is created in Jira for further actions.

Salesmate and GitLab 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 GitLab

Use GitLab in Latenode to automate CI/CD pipelines and track code changes. Trigger workflows on commit, issue, or merge requests to update project management tools, send notifications, or provision environments. Simplify development workflows with flexible, low-code automation and scale easily via Latenode.

Salesmate + GitLab integration

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FAQ Salesmate and GitLab

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

To connect your Salesmate account to GitLab 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 GitLab accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create GitLab issues from new Salesmate deals?

Yes, you can! Latenode lets you automate issue creation, ensuring development addresses new sales opportunities. This saves time and improves alignment using our no-code visual editor.

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

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

  • Creating GitLab issues when new deals reach a specific stage in Salesmate.
  • Updating GitLab issues when corresponding Salesmate deals are updated.
  • Triggering Salesmate actions when GitLab issues are resolved.
  • Automatically assigning GitLab issues to team members based on Salesmate deal owners.
  • Logging GitLab activity in Salesmate as notes on relevant contacts.

Can I use custom JavaScript to transform data between Salesmate and GitLab?

Yes! Latenode supports custom JavaScript blocks, allowing complete flexibility in transforming data to meet any specific requirement.

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

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

  • Complex data transformations may require JavaScript knowledge.
  • Rate limits of Salesmate and GitLab APIs may affect high-volume workflows.
  • Custom fields in Salesmate and GitLab must be explicitly mapped.

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