SalesDock Integration

Sales activity tracking and pipeline management for sales teams. Push SalesDock leads, opportunities, and sales activity into CRM, outreach, and forecasting workflows. When Watch Agreements arrives, automatically continue with Get a Flow or Get a Product.

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Supported triggers and actions for SalesDock integration

Triggers can detect changes in SalesDock and run actions that can create, search or modify data inside SalesDock automatically [3] — exactly how you set them.

Watch AgreementsTriggers when new agreements are created.
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 ProductTriggers when new product are created.
Watch Product Question AnswersTriggers when a new product question answer is created.
Watch SalesTriggers when new sales are created.
Watch SuppliersTriggers when new suppliers are created.
Watch TasksTriggers when a new task is created.
Watch UsersTriggers when new users are created.
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.
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.
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.
Invite a UserSend an invitation email to a user to join Salesdock.
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.
Update Sale (Proposal)Update an existing sale by modifying customer details, product questions, agreements, or related products.
Update Sale Extra FieldsUpdate custom extra field values for a sale by providing field identifiers and their corresponding values.
Update Sale Extra Fields (By Incoming ID)Update custom extra field values for a sale using its incoming ID by providing field identifiers and their values.
Update Sale StatusUpdate the status of a sale and optionally add a remark or mark it as processed.
Update Sale Status (By Incoming ID)Update the status of a sale using its incoming ID.

How to integrate SalesDock in automation workflow?

3 simple steps to make your SalesDock connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select SalesDock in workflow

Pick SalesDock app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect SalesDock

When prompted, authorize access to SalesDock in WEXTL once. SalesDock credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your SalesDock account. Approve?

STEP 3

Build a workflow

Build your workflow with SalesDock yourself or with WEXTL® AI Builder. Connect SalesDock to any available integrations [5], or use HTTP node to go beyond them.

SalesDock

How SalesDock connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever SalesDock app is called in workflows. That allows your sales automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that SalesDock supports.

Full SalesDock API documentation

The following table illustrates what fields SalesDock integration require during authorization flow inside our workflow builder [4].

Demonstration of SalesDock connection step inside WEXTL Workflow Builder [4].

Field	Type	Help
EnvironmentRequired	select	Select Production for live data. Use Staging only for testing if provided by Salesdock.
Account NameRequired	text	Enter your account name (e.g. 'demo').
Salesdock - API TokenRequired	password	Enter your API token provided by your account admin.

Connect SalesDock to popular apps on WEXTL

Enter a name of the other app you want to sync with SalesDock below. Click on selected app to explore integration options with SalesDock. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with SalesDock integration

Select Watch Sales trigger from SalesDock - this will be a starting point in your automation. Whenever event happens in SalesDock, workflow will start [7] from Watch Sales node.

Search for Create Sale (Default Flow – Multiple Products), connect it as the next step of integration sequence. You can use filters between Watch Sales and Create Sale (Default Flow – Multiple Products), so only important data pass from Watch Sales to the next step. WEXTL gives you full control over the process of SalesDock automation. All parts of workflow are visible on the canvas [4].

SalesDock on WEXTL has 65 modules for combining sales automations. Explore SalesDock documentation for more.

Video slide demonstrates how Watch Sales and Create Sale (Default Flow – Multiple Products) nodes are used in SalesDock workflow.

Video slide demonstrates how Watch Sales and Create Sale (Default Flow – Multiple Products) [6] nodes are used in SalesDock workflow.

Frequently asked questions

Common questions about automating SalesDock in your workflows.

SalesDock has 10 triggers, including "Watch Agreements", "Watch Events", and "Watch Form Instances", and more. Triggers are start points of the workflow, and automations may start from them.

Integration has 55 actions, including "Get a Flow", "Get a Product", and "Get a Product Question", and more. Refer to our SalesDock Documentation for detailed inputs and outputs.

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

The SalesDock integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by SalesDock official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where SalesDock provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever SalesDock or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for SalesDock inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with SalesDock modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the SalesDock integration.

SalesDock integration source code, module specs and credentials implementation.
Internal SalesDock integration documentation, structured input and output parameters, scopes, and authentication methods.
Official SalesDock vendor API documentation — 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.
WEXTL® Apps Library
WEXTL® SalesDock App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

SalesDock Integration

Supported triggers and actions for SalesDock integration