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Saleshandy Integration

Email outreach and follow-up automation for sales teams. Connect Saleshandy sales events to workflows that help reps respond quickly and keep records current. Start with Watch New Clients, then trigger List Email Accounts of a Sequence or Search Clients when prospects move forward.
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Supported triggers and actions for Saleshandy integration

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

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    Watch New ClientsTriggers when a new client has been created.
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    Watch New ProspectsTriggers when a new prospect has been created.
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    List Email Accounts of a SequenceRetrieves a list of email accounts from a specified sequence.
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    Search ClientsSearches for clients by query.
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    Search ProspectsSearches for prospects by query.
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    Add Domain / Email to DNC ListAdds domain name or email to dnc list.
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    Check Prospect Verififcation StatusesPerforms a check of statuses for a specified prospect ids.
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    Import ProspectsImports one or multiple prospects into Saleshandy.
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    Make an API CallPerforms an arbitrary authorized API call.
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    Tag ProspectsAssigns a list of tags to specified prospects.
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    Untag ProspectsRemoves specified tags from prospects.

How to integrate Saleshandy in automation workflow?

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

How Saleshandy connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Saleshandy 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 Saleshandy supports.

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

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

FieldTypeHelp
SalesHandy - API KeyRequired
password

Use the following instruction to obtain your API Key.

Connect Saleshandy to popular apps on WEXTL

Enter a name of the other app you want to sync with Saleshandy below. Click on selected app to explore integration options with Saleshandy. 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 Saleshandy integration

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

Search for Check Prospect Verififcation Statuses, connect it as the next step of integration sequence. You can use filters between Watch New Prospects and Check Prospect Verififcation Statuses, so only important data pass from Watch New Prospects to the next step. WEXTL gives you full control over the process of Saleshandy automation. All parts of workflow are visible on the canvas [4].

Saleshandy on WEXTL has 11 modules for combining sales automations. Explore Saleshandy documentation for more.

Video slide demonstrates how Watch New Prospects and Check Prospect Verififcation Statuses nodes are used in Saleshandy workflow.

Video slide demonstrates how Watch New Prospects and Check Prospect Verififcation Statuses [6] nodes are used in Saleshandy workflow.

Frequently asked questions

Common questions about automating Saleshandy in your workflows.

Try Saleshandy on WEXTL®

Claim your 3-day trial to build Saleshandy integrations and access every WEXTL® feature.

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References

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

  1. Saleshandy integration source code, module specs and credentials implementation.
  2. Internal Saleshandy integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official Saleshandy vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
  5. WEXTL® Apps Library
  6. WEXTL® Saleshandy App Documentation
  7. WEXTL® Workflow Scheduler
  8. WEXTL® HTTP node documentation