STEP 1
Connect Avoma 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.
Avoma and SalesDock Integration
Build sales workflows between Avoma and SalesDock on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Avoma and SalesDock
Detailed info you need to know about Avoma and SalesDock integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Avoma to SalesDock
Set up your Avoma and SalesDock integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Avoma 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 Avoma and SalesDock. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Avoma and SalesDock work in WEXTL?
WEXTL exposes actions and triggers for Avoma 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.
Avoma triggersSalesDock actions
Avoma modules
- Create a CallCreates a Call.
- Drop a MeetingDrops a meeting with given uuid. Bot must be in the meeting in order to drop meeting.
- Get a CallRetrieves a single call by id.
- Get a MeetingRetrieves details for a specific meeting.
- Get a Meeting InsightsRetrieves insights for a specific meeting.
- Get a Meeting RecordingReturns a video and audio recording for a given meeting uuid.
- Get a RecordingRetrieves details for a Recording.
- Get a TranscriptionRetrieves a single transcription by uuid.
- Make an API CallPerforms an arbitrary authorized API call.
- Search CallsSearches for calls matching the given criteria.
- Search MeetingsSearches for meetings by specified criteria.
- Search NotesSearches for notes within organization or for a specified meeting.
- Search TranscriptionsSearches for transcriptions matching the given criteria.
- Watch MeetingsTriggers when a meeting is created.
- Watch NotesTriggers when a note is created or updated.
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 Avoma and SalesDock.
Connect your Avoma 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 Avoma's "Watch Meetings" fires, WEXTL can "Cancel Sale" in SalesDock. Avoma has 2 triggers (including Watch Meetings and Watch Notes); 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. Avoma-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 Avoma (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 Avoma + 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 Avoma and SalesDock integration.
- Avoma and SalesDock integration source code, module specs and credentials implementation.
- Our Avoma and SalesDock integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Avoma 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.
- Avoma integration information
- SalesDock integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library