SalesDock integration guide

Verified

How to connect SalesDock to WEXTL and use its 10 triggers and 55 actions in your workflows. About SalesDock: Sales activity tracking and pipeline management for sales teams.

10 triggers
31 searches
24 actions
Instant (webhooks)
Auth: API key

AI-assisted documentation22 min read

This documentation is compiled from our integration source code, internal specs for SalesDock, its official API documentation and anonymized requests logs we collect from our support team[2].

Open SalesDock on WEXTL →

Requirements

Get your SalesDock credentials

EnvironmentselectRequired
Select Production for live data. Use Staging only for testing if provided by Salesdock.[1]
Account NametextRequired
Enter your account name (e.g. 'demo').[1]
Salesdock - API TokenpasswordRequired
Enter your API token provided by your account admin.[1]

Connect SalesDock in WEXTL

Log in to your WEXTL account, add the SalesDock node module to your workflow, and click Create new credential.Instant triggers use webhooks — click Create a webhook first when adding one, then create the credential.
Optional: In the Credential name field, enter a name for the credential.
Enter the authentication credentials you copied from your SalesDock account, or follow the on-screen instructions to create the credential.
If prompted, authenticate your account and confirm access.
If you want to make changes to your credential in the future, follow the steps in Manage credentials →

SalesDock triggers and actions on WEXTL

The list below is a reference of every SalesDock node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.

Open any SalesDock node module below to inspect its input parameters, outputs, and connection requirements.

Watch Agreements

Trigger

Output fields[3]
Field	Type
Agreement ID	number
Identifier	text
Name	text
Text	text

Watch Events

Trigger

No fields documented.

Watch Form Instances

Trigger

Output fields[3]
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

Watch Forms

Trigger

Output fields[3]
Field	Type
Form ID	number
Name	text

Watch Product

Trigger

Output fields[3]
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

Watch Product Question Answers

Trigger

Output fields[3]
Field	Type
Product Question ID	number
Name	text
Identifier	text
Input type	text
Description	text

Watch Sales

Trigger

Output fields[3]
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

37other output fields

Watch Suppliers

Trigger

Output fields[3]
Field	Type
Supplier ID	number
Name	text
Text	text
Identifier	text
Description	text
Active	text

Watch Tasks

Trigger

Output fields[3]
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

1other output field

Watch Users

Trigger

Output fields[3]
Field	Type
User ID	number
Firstname	text
Lastname	text
Email	email
Role	text
Active	number
Organisation	text
Organisation ID	number
Organisation identifier	text
Extrafields	object
Personeelsnummer	text
Test	text
Type medewerker	text
Business	text

Get a Flow

Action

Input fields[3]
Field	Type
Flow IDRequired	choice

Output fields[3]
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

Get a Product

Action

Input fields[3]
Field	Type
Product IDRequired	choice

Output fields[3]
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

11other output fields

Get a Product Question

Action

Input fields[3]
Field	Type
Product Question IDRequired	choice

Output fields[3]
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

Get a Sale

Action

Input fields[3]
Field	Type
Sale IDRequired	choice

Output fields[3]
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

19other output fields

Get a Sale Contract

Action

Input fields[3]
Field	Type
Sale IDRequired	choice

Output fields[3]
Field	Type
Sale ID	number
Contract	object
Content	text
Name	text
Mime type	text

Get a Task

Action

Input fields[3]
Field	Type
Task IDRequired	choice

Output fields[3]
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

3other output fields

Get an Agreement

Action

Input fields[3]
Field	Type
Agreement IDRequired	choice

Output fields[3]
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

4other output fields

Get Form Instance

Action

Input fields[3]
Field	Type
Form Instance IDRequired	choice

Output fields[3]
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	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

Get Form Instance PDF

Action

Input fields[3]
Field	Type
Form Instance IDRequired	choice

Output fields[3]
Field	Type
Success	boolean
Data	object
ID	number
PDF	object
Message	text

Get Sale Answer

Action

Input fields[3]
Field	Type
Sale IDRequired	choice

Output fields[3]
Field	Type
Inhuizing	text
Datum inhuizing	text
Opmerkingen	text
Betaalwijze	text
Ik wil overstappen per	text

Get Sale for Lead

Action

Input fields[3]
Field	Type
Lead IDRequired	text

Output fields[3]
Field	Type
ID	number
User ID	number
Gender	text
Firstname	text
Lastname	text
Email	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

28other output fields

Get Supplier

Action

Input fields[3]
Field	Type
Supplier IDRequired	choice

Output fields[3]
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	email
Phone	text
Coc	text
Vat	text

6other output fields

List Agreements

Input fields[3]
Field	Type
Limit	number

Output fields[3]
Field	Type
Agreement ID	number
Identifier	text
Name	text
Text	text

List Flows

Input fields[3]
Field	Type
Limit	number

Output fields[3]
Field	Type
Flow ID	number
Title	text
Type	text
Identifier	text
Created at	date
Updated at	date

List Form Elements

Input fields[3]
Field	Type
Form IDRequired	choice
Limit	number

Output fields[3]
Field	Type
ID	number
Name	text
Identifier	text
Input type	text
Description	text

List Form Instances

Input fields[3]
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

Output fields[3]
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

List Form Instances By Sale

Input fields[3]
Field	Type
Sale IDRequired	choice
Limit	number

Output fields[3]
Field	Type
Success	boolean
Data	array
Message	text

List Form Statuses

Input fields[3]
Field	Type
Limit	number

Output fields[3]
Field	Type
Source	text
ID	text
Name	text
Text	text
Type	text
Source data	text

List Forms

Input fields[3]
Field	Type
Maximum number of forms	number

Output fields[3]
Field	Type
Form ID	number
Name	text

List Product Questions

Input fields[3]
Field	Type
Limit	number

Output fields[3]
Field	Type
Product Question ID	number
Name	text
Identifier	text
Input type	text
Description	text

List Products

Input fields[3]
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

Output fields[3]
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

List Sale Products

Input fields[3]
Field	Type
Sale IDRequired	choice
Limit	number

Output fields[3]
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

List Sale Statuses

Input fields[3]
Field	Type
Limit	number

Output fields[3]
Field	Type
Source	text
ID	text
Name	text
Text	text
Type	text
Source data	text

List Sales

Input fields[3]
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

Output fields[3]
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

37other output fields

List Sales by Export Template

Input fields[3]
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

Output fields[3]
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

77other output fields

List Sales Document

Input fields[3]
Field	Type
Sale IDRequired	choice
Limit	number

Output fields[3]
Field	Type
Name	text
Location	text

List Sales for Form Instance

Input fields[3]
Field	Type
Form Instance IDRequired	text
Limit	number

Output fields[3]
Field	Type
Success	boolean
Data	array
Message	text

List Search History

Input fields[3]
Field	Type
Sale IDRequired	choice
Limit	number

Output fields[3]
Field	Type
Type	text
Modified at	date
Previous status	text
New status	text
Remark	text
User	text
Type data	text

List Supplier

Input fields[3]
Field	Type
Limit	number

Output fields[3]
Field	Type
Supplier ID	number
Name	text
Text	text
Identifier	text
Description	text
Active	text

List Tasks

Input fields[3]
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

Output fields[3]
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

1other output field

List Users

Input fields[3]
Field	Type
Filter Based On	choice
Time Period	choice
Start Date	date
End Date	date
Include Extended Data	boolean
Maximum number of users	number

Output fields[3]
Field	Type
User ID	number
Firstname	text
Lastname	text
Email	email
Role	text
Active	number
Organisation	text
Organisation ID	number
Organisation identifier	text
Extrafields	object
Personeelsnummer	text
Test	text
Type medewerker	text
Business	text

Cancel Sale

Action

Input fields[3]
Field	Type
Sale IDRequired	choice
Cancelled StatusRequired	text
Remark	text

Output fields[3]
Field	Type
Success	boolean
Data	array
Message	text

Connect Organisation to Products

Action

Input fields[3]
Field	Type
Organisation IDRequired	choice
Product IDs	choice

Output fields[3]
Field	Type
Success	boolean
Data	object
Organisation ID	number
Products	array
Message	text

Connect Product to Organisations

Action

Input fields[3]
Field	Type
Product IDRequired	choice
Organisation IDs	choice

Output fields[3]
Field	Type
Success	boolean
Data	object
Product ID	number
Organisations	array
Message	text

Create a Sale

Action

Input fields[3]
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	email
PhoneRequired	text
Sale ChannelRequired	choice
Product IDRequired	choice
Connection PostcodeRequired	text
Connection House NumberRequired	text
Connection Street NameRequired	text
Connection CityRequired	text

5other input fields

Output fields[3]
Field	Type
Success	boolean
Data	object
Sale ID	number
Message	text

Create a Supplier

Action

Input fields[3]
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	email
Phone	text
Website	text
Logo	object
Logo File	text
File Extension	choice

Output fields[3]
Field	Type
Success	boolean
Data	object
Supplier ID	number
Message	text

Create a Task

Action

Input fields[3]
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

Output fields[3]
Field	Type
Success	boolean
Data	object
Task ID	number
Message	text

Create Form Instance

Action

Input fields[3]
Field	Type
Form IDRequired	choice
Form AnswersRequired	object
Client Name	text
Client Email	email
Client Phone	text

Output fields[3]
Field	Type
Success	boolean
Data	object
Form instance ID	number
Message	text

Create Product

Action

Input fields[3]
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

1other input field

Output fields[3]
Field	Type
Success	boolean
Data	object
Product ID	number
Message	text

Create Sale (Default Flow – Multiple Products)

Action

Input fields[3]
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	email
Sale ChannelRequired	text
Phone	text
Product IDRequired	choice
Connection PostcodeRequired	text
Connection House NumberRequired	text
Connection Street NameRequired	text
Connection CityRequired	text

7other input fields

Output fields[3]
Field	Type
Success	boolean
Data	object
Sale ID	number
Message	text

Create Sale Opt-In

Action

Input fields[3]
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

Output fields[3]
Field	Type
Success	boolean
Data	array
Message	text

Delete a Product

Action

Input fields[3]
Field	Type
Product IDRequired	choice

Output fields[3]
Field	Type
Success	boolean
Data	object
Product ID	number
Message	text

Delete a Supplier

Action

Input fields[3]
Field	Type
Supplier IDRequired	choice

Output fields[3]
Field	Type
Success	boolean
Data	object
Supplier ID	number
Message	text

Delete a Task

Action

Input fields[3]
Field	Type
Task IDRequired	choice

Output fields[3]
Field	Type
Success	boolean
Data	object
Task ID	number
Message	text

Invite a User

Action

Input fields[3]
Field	Type
EmailRequired	text
RoleRequired	choice
Organisation IDRequired	choice
Team ID	number

Output fields[3]
Field	Type
Success	boolean
Data	array
Message	text

Make an API Call

universal

Input fields[3]
Field	Type
URLRequired	text
EnvironmentRequired	choice
Account NameRequired	text
MethodRequired	choice
Headers	array
Header	object
Query String	array
Parameter	object
Body	text

Output fields[3]
Field	Type
Body	text
Headers	object
Status code	number

Update a Supplier

Action

Input fields[3]
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	email
Phone	text
Website	url

1other input field

Output fields[3]
Field	Type
Success	boolean
Data	object
Supplier ID	number
Message	text

Update a Task

Action

Input fields[3]
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

Output fields[3]
Field	Type
Success	boolean
Data	object
Task ID	number
Message	text

Update Finalized Sale

Action

Input fields[3]
Field	Type
Sale IDRequired	choice
Customer	object
Business Customer	boolean
Gender	choice
First Name	text
Last Name	text
Birthdate	date
Email	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

Output fields[3]
Field	Type
Success	boolean
Data	array
Message	text

Update Product

Action

Input fields[3]
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

2other input fields

Output fields[3]
Field	Type
Success	boolean
Data	object
Product ID	number
Message	text

Update Sale (Proposal)

Action

Input fields[3]
Field	Type
Sale IDRequired	choice
Customer	object
First Name	text
Last Name	text
Business	boolean
Gender	text
Birthdate	date
Email	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

Output fields[3]
Field	Type
Success	boolean
Data	object
Sale ID	number
Message	text

Update Sale Extra Fields

Action

Input fields[3]
Field	Type
Sale IDRequired	choice
Extra FieldsRequired	object

Output fields[3]
Field	Type
Success	boolean
Data	array
Message	text

Update Sale Extra Fields (By Incoming ID)

Action

Input fields[3]
Field	Type
Incoming IDRequired	text
Extra Fields (Field Name = Identifier)Required	object

Output fields[3]
Field	Type
Success	boolean
Data	array
Message	text

Update Sale Status

Action

Input fields[3]
Field	Type
Sale IDRequired	choice
Status IdentifierRequired	text
Remark	text
Mark as Processed	choice

Output fields[3]
Field	Type
Success	boolean
Data	array
Message	text

Update Sale Status (By Incoming ID)

Action

Input fields[3]
Field	Type
Incoming IDRequired	text
StatusRequired	text
Remark	text
Mark as Processed	choice

Output fields[3]
Field	Type
Success	boolean
Data	array
Message	text

Templates

Look for SalesDock templates in the WEXTL template library.

Browse templates →

Other sales integrations on WEXTL

More Sales integrations →

References

WEXTL® SalesDock Source Code connector implementation.
Our users use cases and automations.
Official API Documentation for SalesDock.
WEXTL® visual workflow builder data.

Last updated: Jul 18, 2026 19:12

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