SalesDock Integrations

Sales activity tracking and pipeline management for sales teams. Connect SalesDock to AI agents, automate workflows, and scale with confidence.

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Watch AgreementsWatch agreement changes.
Watch EventsTriggers immediately when an event occurs in Salesdock.
Watch Form InstancesTriggers when a new form instance is created.
Watch FormsTriggers when a new form is created.
Watch ProductWatch product changes.
Watch Product Question AnswersTriggers when a new product question answer is created.
Watch SalesWatch sale changes.
Watch SuppliersWatch supplier changes.
Watch TasksTriggers when a new task is created.
Watch UsersWatch user changes.
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.