STEP 1
Connect Appcues and SalesDock
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Appcues and SalesDock Integration
Connect Appcues and SalesDock to automate sales workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Learn about Appcues and SalesDock
Detailed info you need to know about Appcues and SalesDock integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Appcues to SalesDock
Set up your Appcues and SalesDock integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Appcues and SalesDock nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Appcues and SalesDock. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Appcues and SalesDock work in WEXTL?
WEXTL exposes actions and triggers for Appcues and SalesDock that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Appcues triggersSalesDock actions
Appcues modules
- Add Members to a GroupAssociates users to a specified group.
- Add Users to a SegmentAdds users to a specified segment.
- Create a SegmentCreates a segment based on specified criteria.
- Delete a SegmentDeletes a segment from the service.
- Delete a User ProfileDeletes a user profile from the database or service.
- Export Bulk Event DataExports bulk event data from the service for further analysis or backup.
- Export Segment MembershipExports a segment membership list from the system.
- Get a ChecklistRetrieves a checklist from the service.
- Get a FlowRetrieves a flow by its ID.
- Get a Group ProfileRetrieves a group profile from the service.
- Get a Job StatusRetrieves the status of a specific job.
- Get a Mobile ExperienceRetrieves a mobile experience.
- Get a PinRetrieves a pin using its unique identifier.
- Get a SegmentRetrieves a specific segment by ID.
- Get a User ProfileRetrieves a user profile using the specified parameters.
- Get ChecklistsRetrieves all checklists from the service.
- Get FlowsRetrieves all flows from the service.
- Get Mobile ExperiencesRetrieves all mobile experiences.
- Get PinsRetrieves all pins.
- Get SegmentsRetrieves all segments from the service.
- Get User Event HistoryRetrieves all user event history.
- Import Bulk Event DataImports bulk event data into the system for processing.
- Import Bulk Group Profile DataImports bulk group profile data from a source system.
- Import Bulk User Profile DataImports bulk user profile data into the system.
- List JobsRetrieves all jobs.
- Make an API CallPerforms an arbitrary authorized API call.
- Publish a ChecklistPublishes a checklist to the specified platform.
- Publish a FlowPublishes a flow to a specified platform.
- Publish a Mobile ExperiencePublishes a mobile experience for end users on the specified platform.
- Publish a PinPublishes a pin on a designated platform or service.
- Remove Users from a SegmentRemoves users from a specified segment.
- Track a User EventTriggers when a user event is tracked.
- Unpublish a ChecklistUnpublishes a checklist by changing its status.
- Unpublish a FlowUnpublishes a flow to make it inactive.
- Unpublish a Mobile ExperienceUnpublishes a mobile experience, making it no longer available to users.
- Unpublish a PinUnpublishes a pin from a specific board.
- Update a Group ProfileUpdates a group's profile information based on the given inputs.
- Update a SegmentUpdates a segment with new information.
- Update a User ProfileUpdates a user profile with new information.
- Watch Checklist CompletedTriggers when a checklist is completed.
- Watch Checklist Item CompletedTriggers when a checklist item is completed.
- Watch Checklist ShownTriggers when a checklist is shown to a user.
- Watch Checklist SkippedTriggers when a checklist is skipped.
- Watch Mobile Flow StartedTriggers when a mobile flow is started.
- Watch NPS FeedbackTriggers when NPS feedback is submitted.
- Watch NPS ScoreTriggers when an NPS score is submitted.
- Watch Pin InteractedTriggers when a user interacts with a pin.
- Watch Webflow Button ClickedTriggers when a button in a web flow is clicked.
- Watch Webflow CompletedTriggers when a web flow is completed.
- Watch Webflow Form SubmittedTriggers when a form in a web flow is submitted.
SalesDock modules
- Cancel SaleCancel a sale by updating it to a cancelled status and optionally adding a remark.
- Connect Organisation to ProductsConnect one or more products to an organisation. If no products are provided, all products are connected. If an empty list is provided, all products are disconnected.
- Connect Product to OrganisationsConnect one or more organisations to a product. If no organisations are provided, all organisations are connected. If an empty list is provided, all organisations are disconnected.
- Create a SaleCreate a new sale (offer or order) using a selected flow.
- Create a SupplierCreate a new supplier with contact details and optional logo.
- Create a TaskCreate a new task with scheduling, assignment, and optional details.
- Create Form InstanceCreate a new form instance by submitting answers to form elements.
- Create ProductCreate a new product with pricing, availability, and optional image and attachments.
- Create Sale (Default Flow – Multiple Products)Create a new sale with one or more products using a selected flow. Supports related (sub) products, customer details, questions, and agreements.
- Create Sale Opt-InCreate and attach an opt-in record to a sale, including consent channels, proof, and metadata.
- Delete a ProductDelete a product using its ID.
- Delete a SupplierDeletes an existing supplier.
- Delete a TaskDelete a task using its ID.
- Get a FlowRetrieve detailed information about a specific flow using its ID.
- Get a ProductRetrieve detailed information about a specific product using its ID.
- Get a Product QuestionRetrieve detailed information about a specific product question using its ID.
- Get a SaleRetrieve detailed information about a specific sale using its ID.
- Get a Sale ContractRetrieves the contract PDF for a sale as a base64-encoded file.
- Get a TaskRetrieve detailed information about a specific task.
- Get an AgreementRetrieve detailed information about a specific agreement using its ID.
- Get Form InstanceRetrieve the full details of a specific form instance, including all submitted answers.
- Get Form Instance PDFRetrieve the PDF of a form instance as a downloadable file.
- Get Sale AnswerRetrieve all product question answers for a specific sale.
- Get Sale for LeadRetrieve the sale associated with a specific lead.
- Get SupplierRetrieve detailed information about a specific supplier.
- Invite a UserSend an invitation email to a user to join Salesdock.
- List AgreementsRetrieve a list of agreements that customers need to accept when completing offers or sales.
- List FlowsRetrieve a list of flows from Salesdock. Use flows when creating offers or orders.
- List Form ElementsRetrieve all elements (fields and structure) for a specific form.
- List Form InstancesRetrieve a list of form instances with optional filtering by date, status, and sale.
- List Form Instances By SaleRetrieve all form instance IDs associated with a specific sale.
- List Form StatusesRetrieve the list of available statuses for form instances.
- List FormsRetrieve a list of available forms that can be used to collect and submit data.
- List Product QuestionsRetrieve a list of product questions.
- List ProductsRetrieve a list of products from Salesdock.
- List Sale ProductsRetrieve all products included in a sale, along with pricing details, discounts, and totals.
- List Sale StatusesRetrieve all available sale statuses that can be used when updating a sale.
- List SalesRetrieve a list of sales based on filters such as date range, status, flow, or supplier.
- List Sales by Export TemplateRetrieve sales formatted using a selected export template.
- List Sales DocumentRetrieve all documents associated with a specific sale, including contracts, attachments, and proxy forms.
- List Sales for Form InstanceRetrieve all sale IDs associated with a specific form instance.
- List Search HistoryRetrieve the full history of changes made to a specific sale, including status updates, assignments, and system activities.
- List SupplierRetrieve a list of suppliers with their basic details.
- List TasksRetrieve a list of tasks with filtering by status, users, and date.
- List UsersRetrieve a list of users, with optional filtering by date and support for extended user details.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a SupplierUpdates an existing supplier.
- Update a TaskUpdates an existing task.
- Update Finalized SaleUpdate an existing finalized sale by modifying customer details, product questions, agreements, or related products.
- Update ProductUpdate an existing product with pricing, availability, and optional image and attachments.
Frequently asked questions
Common questions about connecting Appcues and SalesDock.
Connect your Appcues and SalesDock accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Appcues's "Watch Checklist Completed" fires, WEXTL can "Cancel Sale" in SalesDock. Appcues has 13 triggers (including Watch Checklist Completed, Watch Checklist Item Completed, and Watch Checklist Shown); SalesDock has 55 actions (including Cancel Sale, Connect Organisation to Products, and Connect Product to Organisations). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Appcues-to-SalesDock automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Appcues (or SalesDock) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Appcues + SalesDock automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Appcues and SalesDock integration.
- Appcues and SalesDock integration source code, module specs and credentials implementation.
- Our Appcues and SalesDock integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Appcues and SalesDock — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Appcues integration information
- SalesDock integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library