What actions can I run in SalesDock?

55 actions are available, including "Get a Flow", "Get an Agreement", and "Get a Product", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

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 it is never required.

Is the integration secure?

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

SalesDock Integrations

Sales activity tracking and pipeline management for sales teams. Push SalesDock leads and opportunities into CRM, outreach, and forecasting tools.

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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 an AgreementRetrieve detailed information about a specific agreement 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 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 FormsRetrieve a list of available forms that can be used to collect and submit data.
List Form StatusesRetrieve the list of available statuses for form instances.
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 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 Sale StatusesRetrieve all available sale statuses that can be used when updating a sale.
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 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 (Proposal)Update an existing sale by modifying customer details, product questions, agreements, or related products.
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.

When to use SalesDock

Common scenarios where SalesDock automation saves time and reduces manual work.

Use SalesDock's "Watch Agreements" trigger to react the instant an event occurs and push data into connected tools.
Automate "Get an Agreement" in SalesDock as a workflow step — combine it with triggers, filters, and AI steps for full-pipeline coverage.
Combine "Watch Form Instances" from SalesDock with triggers or actions in other apps to close the loop — one event, many downstream outcomes.

Use in workflow automation

Start from SalesDock’s Watch Sales trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create Sale (Default Flow – Multiple Products) as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 65 ready-made steps for sales work, and every run records what went in and what came back.

SalesDock workflow on the canvas: Watch Sales then Create Sale (Default Flow – Multiple Products)

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. Use them to start workflows the moment SalesDock events fire — no polling required.

Use in workflow automation

Start from SalesDock’s Watch Sales trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create Sale (Default Flow – Multiple Products) as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 65 ready-made steps for sales work, and every run records what went in and what came back.

SalesDock Integrations

When to use SalesDock

Use in workflow automation

Frequently asked questions

SalesDock Integrations

When to use SalesDock

Connect SalesDock to any app in workflows

Use in workflow automation

Frequently asked questions

Connect SalesDock to any app in workflows

Connect SalesDock to any app in workflows

Connect SalesDock to any app in workflows

SalesDock Integrations

SalesDock triggers and actions

When to use SalesDock

Use in workflow automation

Frequently asked questions

What triggers does SalesDock support?

What actions can I run in SalesDock?

Do I need to write code to automate this?

Is the integration secure?

SalesDock Integrations

SalesDock triggers and actions

When to use SalesDock

Connect SalesDock to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does SalesDock support?

What actions can I run in SalesDock?

Do I need to write code to automate this?

Is the integration secure?

Connect SalesDock to any app in workflows

Connect SalesDock to any app in workflows

Connect SalesDock to any app in workflows