Put Salesboard to work with AI and enterprise-grade automation
Automate smarter with Salesboard and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 9,000+ apps, 450+ AI tools
- Free tier available
Or pick an app to pair with
Pipedrive
CRM (Customer Relationship Management)
HubSpot
Marketing Automation
Google Sheets
Google, Spreadsheets
Gmail
Email, Google
Google Calendar
Calendar, Google
Microsoft Outlook
Calendar, Email, Microsoft
Google Drive
File Management & Storage, Google
Google Forms
Forms & Surveys, Google
Facebook Lead Ads
Ads & Conversion, Facebook
Pipedrive
CRM (Customer Relationship Management)
HubSpot
Marketing Automation
Google Sheets
Google, Spreadsheets
Gmail
Email, Google
Google Calendar
Calendar, Google
Microsoft Outlook
Calendar, Email, Microsoft
Pipedrive
CRM (Customer Relationship Management)
HubSpot
Marketing Automation
Google Sheets
Google, Spreadsheets
Gmail
Email, Google
Google Calendar
Calendar, Google
Microsoft Outlook
Calendar, Email, Microsoft
Google Drive
File Management & Storage, Google
Google Forms
Forms & Surveys, Google
Facebook Lead Ads
Ads & Conversion, Facebook
Join millions worldwide who automate their work using Zapier
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Appointment Created
Triggers when a appointment is created.
Try ItTriggerInstant - Result Code Updated
Triggers when a result code has changed.
Try ItTriggerInstant
- Document Received
Triggers when a document is successfully received at Salesboard servers.
Try ItTriggerInstant - Write a Audience Record
Write a Audience Record.
ActionWrite
For builders
Let your AI safely access Salesboard
Go beyond Zap workflows. Install Zapier in your AI to call Salesboard actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in Salesboard from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose Salesboard actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a Salesboard connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "salesboard", owner: "me" });
await zapier.runAction({
app: 'salesboard',
action: 'audience-record',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
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