About this integration
Sales activity tracking and pipeline management for sales teams. Use it from the workflow canvas with no custom glue script required.
This integration exposes 10 triggers, 31 search modules and 24 actions as workflow nodes. Authentication uses basic authentication. Webhook-based triggers fire instantly without polling.
How to connect
The credential form asks for Environment, Account Name, and Salesdock - API Token.
Prefer the interactive builder form? Open it on the app page.
Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.
| 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. |
Use it in workflow automation
Start with Watch Agreements, then add Cancel Sale.
The canvas below runs Watch Agreements into Cancel Sale — watch the video, then drop a node onto the canvas.
Select the Watch Sales trigger and the workflow fires automatically when the event occurs — no polling required.
Then add Create Sale (Default Flow – Multiple Products) as the next node. Branch, filter, or hand off to other integrations from there.
The integration includes 34 ready-made modules for sales work — each run logs its inputs and outputs for debugging.
SalesDock workflow on the canvas: Watch Sales then Create Sale (Default Flow – Multiple Products)
Triggers, searches and actions
Use the tables below to inspect SalesDock's 10 triggers, 31 search modules, and 24 actions.
Triggers
10 triggers fire automatically when specified events occur — no polling or cron job needed.
- Watch Agreements
- Watch Events
- Watch Form Instances
- Watch Forms
- Watch Product
Searches
Fetch data on demand using 31 search modules that query the app during a run.
- Get a Flow
- Get an Agreement
- Get a Product
- Get a Product Question
- Get a Sale
Actions
24 action modules cover the full range of create, update, and delete operations.
- Cancel Sale
- Connect Organisation to Products
- Connect Product to Organisations
- Create a Sale
- Create a Supplier
Explore the fields available for each SalesDock trigger, search, and action.
Triggers
| Field | Type |
|---|---|
Agreement ID | number |
Identifier | text |
Name | text |
Text | text |
No fields documented.
| Field | Type |
|---|---|
Form Instance ID | number |
Title | text |
Status | text |
Organisation name | text |
Agent | text |
Client info | object |
Client name for receiving confirmation email | text |
Client email for receiving confirmation email | text |
Created at | date |
Updated at | date |
| Field | Type |
|---|---|
Form ID | number |
Name | text |
| Field | Type |
|---|---|
Product ID | number |
Name | text |
Identifier | text |
Supplier ID | number |
Supplier name | text |
Supplier identifier | text |
Type | text |
Usp | text |
Description | text |
Cart info | text |
Business | text |
Active | text |
Valid from | text |
Valid till | text |
Created at | date |
Updated at | date |
| Field | Type |
|---|---|
Product Question ID | number |
Name | text |
Identifier | text |
Input type | text |
Description | text |
| Field | Type |
|---|---|
Sales ID | number |
User ID | number |
Type | text |
Sub type | text |
Offer | text |
Offer accepted | text |
Status | text |
Verification | text |
Verified | text |
Flow ID | number |
Product ID | number |
Incoming ID | text |
Created at | date |
Last published at | date |
Finalized at | date |
Updated at | date |
Outgoing at | text |
Offer answered at | date |
| Field | Type |
|---|---|
Supplier ID | number |
Name | text |
Text | text |
Identifier | text |
Description | text |
Active | text |
| Field | Type |
|---|---|
Task ID | number |
Title | text |
Type | text |
Status | text |
Planned date | date |
Planned time | text |
End time | date |
Assigned user ID | number |
Owner user ID | number |
Assigned to | object |
ID | number |
Name | text |
Organisation | object |
Team | object |
Owner | object |
ID | number |
Name | text |
Organisation | object |
Team | object |
Description | text |
Remarks | text |
Location | text |
Lead ID | text |
Relation ID | text |
Completed at | date |
Created at | date |
| Field | Type |
|---|---|
User ID | number |
Firstname | text |
Lastname | text |
Email | |
Role | text |
Active | number |
Organisation | text |
Organisation ID | number |
Organisation identifier | text |
Extrafields | object |
Personeelsnummer | text |
Test | text |
Type medewerker | text |
Business | text |
Searches
| Field | Type |
|---|---|
Flow IDRequired | choice |
| Field | Type |
|---|---|
Flow ID | number |
Title | text |
Type | text |
Identifier | text |
Transaction type | text |
Verification method | text |
Minimum age customer | text |
Maximum age customer | text |
Business offer iban required | boolean |
Business order iban required | boolean |
Created at | date |
Updated at | date |
| Field | Type |
|---|---|
Agreement IDRequired | choice |
| Field | Type |
|---|---|
Agreement ID | number |
Account ID | number |
Name | text |
Identifier | text |
Text | text |
Description | text |
Type | text |
Archive | text |
Required | text |
Visible | text |
Default value | text |
Contract PDF visibility | text |
Rule | object |
Type | text |
Criterion | text |
Visibility | boolean |
Rules | array |
Rule required | text |
Rule visible | text |
Sort | number |
Reference ID | text |
Source | text |
| Field | Type |
|---|---|
Product IDRequired | choice |
| Field | Type |
|---|---|
Product ID | number |
Name | text |
Identifier | text |
Main | number |
Type | text |
Image | object |
Extension | text |
Content | text |
Usp | text |
Description | text |
Duration | text |
Business | text |
Retention | text |
Confirmation PDF layout | text |
Active | text |
Price | text |
Price action | text |
Price action type | text |
Price action value | text |
Price monthly | text |
| Field | Type |
|---|---|
Product Question IDRequired | choice |
| Field | Type |
|---|---|
Product Question ID | number |
Name | text |
Identifier | text |
Input type | text |
Description | text |
Required | text |
Visible | text |
Visible customer | text |
Rule | object |
Type | text |
Criterion | text |
Visibility | boolean |
Rules | array |
Rule required | text |
Rule visible | text |
Validator | text |
Options | text |
Default value | text |
Extra | text |
Created at | date |
Updated at | date |
| Field | Type |
|---|---|
Sale IDRequired | choice |
| Field | Type |
|---|---|
Sale ID | number |
Type | text |
Status | object |
Status identifier | text |
Status | text |
Status remark | text |
Offer accepted | boolean |
Offer answered at | text |
Offer reject message | text |
Offer last viewed at | text |
Offer last viewed IP | text |
Offer views | text |
Offer downloads | text |
Offer last download at | text |
Offer valid till | date |
Created at | date |
Last published at | date |
Finalized at | date |
Updated at | date |
Processed | text |
Cancelled | text |
| Field | Type |
|---|---|
Sale IDRequired | choice |
| Field | Type |
|---|---|
Sale ID | number |
Contract | object |
Content | text |
Name | text |
Mime type | text |
| Field | Type |
|---|---|
Task IDRequired | choice |
| Field | Type |
|---|---|
Task ID | number |
Title | text |
Type | text |
Status | text |
Description | text |
Remarks | text |
Location | text |
Planned date | date |
Planned time | text |
End time | text |
Assigned user ID | number |
Assigned user | text |
Owner user ID | number |
Owner user | text |
Assigned to | object |
ID | number |
Name | text |
Organisation | object |
Team | object |
Owner | object |
ID | number |
Name | text |
Organisation | object |
Team | object |
Lead ID | text |
Relation ID | text |
| Field | Type |
|---|---|
Form Instance IDRequired | choice |
| Field | Type |
|---|---|
Form Instance ID | number |
Title | text |
Status | text |
Status remark | text |
Agent | text |
Organisation | text |
Created at | text |
Updated at | text |
Relation | object |
ID | number |
Postcode | text |
Housenumber | text |
Suffix | text |
Streetname | text |
City | text |
Email | |
Phone | text |
Company name | text |
Contact person | text |
Client name | text |
Client email | text |
Question data | object |
Ligging schuin dak | text |
Hoeveel m 3 dak beschikbaar | text |
Type woning | text |
| Field | Type |
|---|---|
Form Instance IDRequired | choice |
| Field | Type |
|---|---|
Success | boolean |
Data | object |
ID | number |
PDF | object |
Message | text |
| Field | Type |
|---|---|
Sale IDRequired | choice |
| Field | Type |
|---|---|
Inhuizing | text |
Datum inhuizing | text |
Opmerkingen | text |
Betaalwijze | text |
Ik wil overstappen per | text |
| Field | Type |
|---|---|
Lead IDRequired | text |
| Field | Type |
|---|---|
ID | number |
User ID | number |
Gender | text |
Firstname | text |
Lastname | text |
Email | |
Birthdate | text |
Phone | text |
Postcode | text |
Housenumber | text |
Suffix | text |
Streetname | text |
City | text |
Business | text |
Company name | text |
Contact person | text |
Coc | text |
Vat | text |
| Field | Type |
|---|---|
Supplier IDRequired | choice |
| Field | Type |
|---|---|
Supplier ID | number |
Name | text |
Text | text |
Identifier | text |
Description | text |
Confirmation PDF layout | text |
Contractor | text |
Company name | text |
Contact person | text |
Postcode | text |
Housenumber | text |
Suffix | text |
Streetname | text |
City | text |
Email | |
Phone | text |
Coc | text |
Vat | text |
| Field | Type |
|---|---|
Limit | number |
| Field | Type |
|---|---|
Agreement ID | number |
Identifier | text |
Name | text |
Text | text |
| Field | Type |
|---|---|
Limit | number |
| Field | Type |
|---|---|
Flow ID | number |
Title | text |
Type | text |
Identifier | text |
Created at | date |
Updated at | date |
| Field | Type |
|---|---|
Form IDRequired | choice |
Limit | number |
| Field | Type |
|---|---|
ID | number |
Name | text |
Identifier | text |
Input type | text |
Description | text |
| Field | Type |
|---|---|
Filter Based On | choice |
Time Period | choice |
Start Date | date |
End Date | date |
Statuses | array |
Sale ID | choice |
Maximum number of form instances | number |
| Field | Type |
|---|---|
ID | number |
Title | text |
Status | text |
Organisation name | text |
Agent | text |
Client info | object |
Client name for receiving confirmation email | text |
Client email for receiving confirmation email | text |
Created at | date |
Updated at | date |
| Field | Type |
|---|---|
Sale IDRequired | choice |
Limit | number |
| Field | Type |
|---|---|
Success | boolean |
Data | array |
Message | text |
| Field | Type |
|---|---|
Maximum number of forms | number |
| Field | Type |
|---|---|
Form ID | number |
Name | text |
| Field | Type |
|---|---|
Limit | number |
| Field | Type |
|---|---|
Source | text |
ID | text |
Name | text |
Text | text |
Type | text |
Source data | text |
| Field | Type |
|---|---|
Limit | number |
| Field | Type |
|---|---|
Product Question ID | number |
Name | text |
Identifier | text |
Input type | text |
Description | text |
| Field | Type |
|---|---|
Search | text |
Product Type | text |
Product Types | array |
Business Type | choice |
Supplier ID | number |
Active Status | choice |
Filter By Date Field | choice |
Date Period | choice |
Start Date | date |
End Date | date |
Limit | number |
| Field | Type |
|---|---|
Product ID | number |
Name | text |
Identifier | text |
Supplier ID | number |
Supplier name | text |
Supplier identifier | text |
Type | text |
Usp | text |
Description | text |
Cart info | text |
Business | text |
Active | text |
Valid from | text |
Valid till | text |
Created at | date |
Updated at | date |
| Field | Type |
|---|---|
Sale IDRequired | choice |
Limit | number |
| Field | Type |
|---|---|
Sale ID | number |
Products | array |
Additional costs | array |
Discounts | array |
Totals | object |
Monthly excluding vat | number |
Monthly including vat | number |
Onetime excluding vat | number |
Onetime including vat | number |
Vat lump sum | number |
Net investment | number |
| Field | Type |
|---|---|
Filter By Date Field | choice |
Date Period | choice |
Start Date | date |
End Date | date |
Type | choice |
Flow ID | choice |
Supplier ID | choice |
Include Extended Data | boolean |
Limit | number |
| Field | Type |
|---|---|
Sales ID | number |
User ID | number |
Type | text |
Sub type | text |
Offer | text |
Offer accepted | text |
Status | text |
Verification | text |
Verified | text |
Flow ID | number |
Product ID | number |
Incoming ID | text |
Created at | date |
Last published at | date |
Finalized at | date |
Updated at | date |
Outgoing at | text |
Offer answered at | date |
| Field | Type |
|---|---|
Export TemplateRequired | text |
Filter By Date Field | choice |
Date Period | choice |
Start Date | date |
End Date | date |
Type | choice |
Flow ID | choice |
Supplier ID | choice |
Limit | number |
| Field | Type |
|---|---|
Sale ID | number |
Flow ID | number |
Titel | text |
Geverifieerd | text |
Tijdstip geverifieerd | text |
Geverifieerd IP | text |
Saletype | text |
Status | text |
Opmerking bij status | text |
Geldig tot | text |
Tijdstip aangemaakt | text |
Tijdstip geüpdated | text |
Verificatie | text |
Opmerking annulering | text |
Geannuleerd door | text |
Finalized datetime | text |
Cancelled datetime | text |
Outgoing datetime | text |
| Field | Type |
|---|---|
Sale IDRequired | choice |
Limit | number |
| Field | Type |
|---|---|
Name | text |
Location | text |
| Field | Type |
|---|---|
Form Instance IDRequired | text |
Limit | number |
| Field | Type |
|---|---|
Success | boolean |
Data | array |
Message | text |
| Field | Type |
|---|---|
Limit | number |
| Field | Type |
|---|---|
Source | text |
ID | text |
Name | text |
Text | text |
Type | text |
Source data | text |
| Field | Type |
|---|---|
Sale IDRequired | choice |
Limit | number |
| Field | Type |
|---|---|
Type | text |
Modified at | date |
Previous status | text |
New status | text |
Remark | text |
User | text |
Type data | text |
| Field | Type |
|---|---|
Limit | number |
| Field | Type |
|---|---|
Supplier ID | number |
Name | text |
Text | text |
Identifier | text |
Description | text |
Active | text |
| Field | Type |
|---|---|
Task Mode | choice |
Completed | choice |
Owner User ID | number |
Assigned User ID | number |
Date Period | choice |
Start Date | date |
End Date | date |
Limit | number |
| Field | Type |
|---|---|
Task ID | number |
Title | text |
Type | text |
Status | text |
Planned date | date |
Planned time | text |
End time | date |
Assigned user ID | number |
Owner user ID | number |
Assigned to | object |
ID | number |
Name | text |
Organisation | object |
Team | object |
Owner | object |
ID | number |
Name | text |
Organisation | object |
Team | object |
Description | text |
Remarks | text |
Location | text |
Lead ID | text |
Relation ID | text |
Completed at | date |
Created at | date |
| Field | Type |
|---|---|
Filter Based On | choice |
Time Period | choice |
Start Date | date |
End Date | date |
Include Extended Data | boolean |
Maximum number of users | number |
| Field | Type |
|---|---|
User ID | number |
Firstname | text |
Lastname | text |
Email | |
Role | text |
Active | number |
Organisation | text |
Organisation ID | number |
Organisation identifier | text |
Extrafields | object |
Personeelsnummer | text |
Test | text |
Type medewerker | text |
Business | text |
Actions
| Field | Type |
|---|---|
Sale IDRequired | choice |
Cancelled StatusRequired | text |
Remark | text |
| Field | Type |
|---|---|
Success | boolean |
Data | array |
Message | text |
| Field | Type |
|---|---|
Organisation IDRequired | choice |
Product IDs | choice |
| Field | Type |
|---|---|
Success | boolean |
Data | object |
Organisation ID | number |
Products | array |
Message | text |
| Field | Type |
|---|---|
Product IDRequired | choice |
Organisation IDs | choice |
| Field | Type |
|---|---|
Success | boolean |
Data | object |
Product ID | number |
Organisations | array |
Message | text |
| Field | Type |
|---|---|
Flow Type IdentifierRequired | text |
Flow IdentifierRequired | text |
Transaction TypeRequired | choice |
PostcodeRequired | text |
House NumberRequired | text |
Street NameRequired | text |
CityRequired | text |
GenderRequired | choice |
First NameRequired | text |
Last NameRequired | text |
EmailRequired | |
PhoneRequired | text |
Sale ChannelRequired | choice |
Product IDRequired | choice |
Connection PostcodeRequired | text |
Connection House NumberRequired | text |
Connection Street NameRequired | text |
Connection CityRequired | text |
| Field | Type |
|---|---|
Success | boolean |
Data | object |
Sale ID | number |
Message | text |
| Field | Type |
|---|---|
Supplier NameRequired | text |
IdentifierRequired | text |
Active Status | choice |
Description | text |
Contractor | choice |
Company Name | text |
Contact Person | text |
Postcode | text |
House Number | text |
Suffix | text |
Street Name | text |
City | text |
Chamber of Commerce Number | text |
VAT Number | text |
Email | |
Phone | text |
Website | text |
Logo | object |
Logo File | text |
File Extension | choice |
| Field | Type |
|---|---|
Success | boolean |
Data | object |
Supplier ID | number |
Message | text |
| Field | Type |
|---|---|
TitleRequired | text |
Task TypeRequired | choice |
Description | text |
Remarks | text |
Location | text |
Planned Date | date |
Start Time | text |
End Time | text |
Assigned User ID | choice |
Relation ID | number |
Completed | choice |
| Field | Type |
|---|---|
Success | boolean |
Data | object |
Task ID | number |
Message | text |
| Field | Type |
|---|---|
Form IDRequired | choice |
Form AnswersRequired | object |
Client Name | text |
Client Email | |
Client Phone | text |
| Field | Type |
|---|---|
Success | boolean |
Data | object |
Form instance ID | number |
Message | text |
| Field | Type |
|---|---|
Product NameRequired | text |
IdentifierRequired | text |
Product TypeRequired | text |
Supplier ID | choice |
Business Type | choice |
Retention Type | choice |
Active StatusRequired | choice |
USP | text |
Description | text |
Duration (Months) | number |
One-time Price | number |
Promotional Price | number |
Monthly Price | number |
Monthly Promotional Price | number |
Promotion Duration (Months) | number |
Valid From | date |
Valid Till | date |
Product Image | object |
Image File | text |
File Extension | text |
| Field | Type |
|---|---|
Success | boolean |
Data | object |
Product ID | number |
Message | text |
| Field | Type |
|---|---|
Flow Type IdentifierRequired | text |
Flow IdentifierRequired | text |
Transaction TypeRequired | choice |
PostcodeRequired | text |
House NumberRequired | text |
Street NameRequired | text |
CityRequired | text |
Gender | choice |
First NameRequired | text |
Last NameRequired | text |
EmailRequired | |
Sale ChannelRequired | text |
Phone | text |
Product IDRequired | choice |
Connection PostcodeRequired | text |
Connection House NumberRequired | text |
Connection Street NameRequired | text |
Connection CityRequired | text |
| Field | Type |
|---|---|
Success | boolean |
Data | object |
Sale ID | number |
Message | text |
| Field | Type |
|---|---|
Sale IDRequired | choice |
Source | text |
Obtained At | date |
Obtained By | text |
Obtained System | text |
Obtained Via URL | text |
Client IP Address | text |
Valid Until | date |
Withdrawn At | date |
Remarks | text |
Campaign Code | text |
Proof of Opt-In | object |
File Content (Base64) | text |
File Extension | text |
Opt-In ChannelsRequired | array |
Channel TypeRequired | choice |
Channel ValueRequired | text |
Topics | text |
Verified At | date |
Verified IP | text |
Verification Method | text |
| Field | Type |
|---|---|
Success | boolean |
Data | array |
Message | text |
| Field | Type |
|---|---|
Product IDRequired | choice |
| Field | Type |
|---|---|
Success | boolean |
Data | object |
Product ID | number |
Message | text |
| Field | Type |
|---|---|
Supplier IDRequired | choice |
| Field | Type |
|---|---|
Success | boolean |
Data | object |
Supplier ID | number |
Message | text |
| Field | Type |
|---|---|
Task IDRequired | choice |
| Field | Type |
|---|---|
Success | boolean |
Data | object |
Task ID | number |
Message | text |
| Field | Type |
|---|---|
EmailRequired | text |
RoleRequired | choice |
Organisation IDRequired | choice |
Team ID | number |
| Field | Type |
|---|---|
Success | boolean |
Data | array |
Message | text |
| Field | Type |
|---|---|
URLRequired | text |
EnvironmentRequired | choice |
Account NameRequired | text |
MethodRequired | choice |
Headers | array |
Header | object |
Query String | array |
Parameter | object |
Body | text |
| Field | Type |
|---|---|
Body | text |
Headers | object |
Status code | number |
| Field | Type |
|---|---|
Supplier IDRequired | choice |
Supplier Name | text |
Identifier | text |
Active Status | choice |
Description | text |
Contractor | choice |
Company Name | text |
Contact Person | text |
Postcode | text |
House Number | text |
Suffix | text |
Street Name | text |
City | text |
Chamber of Commerce Number | text |
VAT Number | text |
Email | |
Phone | text |
Website | url |
| Field | Type |
|---|---|
Success | boolean |
Data | object |
Supplier ID | number |
Message | text |
| Field | Type |
|---|---|
TitleRequired | choice |
TitleRequired | text |
Task TypeRequired | choice |
Description | text |
Remarks | text |
Location | text |
Planned Date | date |
Start Time | text |
End Time | text |
Assigned User ID | choice |
Relation ID | number |
Completed | choice |
| Field | Type |
|---|---|
Success | boolean |
Data | object |
Task ID | number |
Message | text |
| Field | Type |
|---|---|
Sale IDRequired | choice |
Customer | object |
Business Customer | boolean |
Gender | choice |
First Name | text |
Last Name | text |
Birthdate | date |
Email | |
Phone Number | text |
Company Name | text |
Contact Person | text |
Company Registration Number | text |
Product Questions | object |
Questions to Remove | array |
Questions to Add or Update | array |
Agreements | object |
Agreements to Remove | array |
Agreements to Accept | array |
Additional Products | object |
Products | object |
| Field | Type |
|---|---|
Success | boolean |
Data | array |
Message | text |
| Field | Type |
|---|---|
Product IDRequired | choice |
Product Name | text |
Identifier | text |
Product Type | text |
Supplier ID | number |
Business Type | choice |
Retention Type | choice |
Active StatusRequired | choice |
USP | text |
Description | text |
Duration (Months) | number |
One-time Price | number |
Promotional Price | number |
Monthly Price | number |
Monthly Promotional Price | number |
Promotion Duration (Months) | number |
Valid From | date |
Valid Till | date |
| Field | Type |
|---|---|
Success | boolean |
Data | object |
Product ID | number |
Message | text |
| Field | Type |
|---|---|
Sale IDRequired | choice |
Extra FieldsRequired | object |
| Field | Type |
|---|---|
Success | boolean |
Data | array |
Message | text |
| Field | Type |
|---|---|
Incoming IDRequired | text |
Extra Fields (Field Name = Identifier)Required | object |
| Field | Type |
|---|---|
Success | boolean |
Data | array |
Message | text |
| Field | Type |
|---|---|
Sale IDRequired | choice |
Customer | object |
First Name | text |
Last Name | text |
Business | boolean |
Gender | text |
Birthdate | date |
Email | |
Phone | text |
Company Name | text |
Contact Person | text |
CoC | text |
Product Questions | object |
Delete | array |
Upsert | object |
Agreements | object |
Delete | array |
Upsert | object |
Flow Default | object |
Products | object |
| Field | Type |
|---|---|
Success | boolean |
Data | object |
Sale ID | number |
Message | text |
| Field | Type |
|---|---|
Sale IDRequired | choice |
Status IdentifierRequired | text |
Remark | text |
Mark as Processed | choice |
| Field | Type |
|---|---|
Success | boolean |
Data | array |
Message | text |
| Field | Type |
|---|---|
Incoming IDRequired | text |
StatusRequired | text |
Remark | text |
Mark as Processed | choice |
| Field | Type |
|---|---|
Success | boolean |
Data | array |
Message | text |

