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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Appointment Created" from Salesboard.

Add your action

An action happens after the trigger—such as "Create Customer" in Veeqo.

You’re connected!

Zapier seamlessly connects Salesboard and Veeqo, automating your workflow.

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.
Trigger
Instant
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Result Code Updated
Triggers when a result code has changed.
Trigger
Instant
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New Customer
Triggers when a new Customer is created.
Trigger
Polling
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New Shipped Order
Triggers when an order is shipped.
Trigger
Polling
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- State
Trigger
Polling
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- Channel ID
  Required
- Order Number
- Delivery Cost
- Delivery Cost Tax Rate
- Order level discount
- Send Notification Email?
  Required
- Customer ID
  Required
- Delivery Address: Customer ID
- Delivery Address: First Name
- Delivery Address: Last Name
- Delivery Address: Address 1
- Delivery Address: Address 2
- Delivery Address: City
- Delivery Address: State
- Delivery Address: Country
- Delivery Address: ZIP
- Payment Type
- Payment Reference
- Product Variant SKU
  Required
- Quantity
  Required
- Price
  Required
- Tax Rate
- Discount
Action
Write
- Search Query
  Required
Action
Search

Document Received
Triggers when a document is successfully received at Salesboard servers.
Trigger
Instant
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Write a Audience Record
Write a Audience Record.
Action
Write
New Ready to Ship Order
Triggers when a new order is created with the status of "Ready to Ship".
Trigger
Polling
Try It
New Product
Triggers when a new product is created.
Trigger
Polling
Try It
- Email Address
  Required
- Phone Number
- Mobile Number
- Billing Address: First Name
- Billing Address: Last Name
- Billing Address: Address 1
- Billing Address: Address 2
- Billing Address: City
- Billing Address: State
- Billing Address: Country
- Billing Address: Zip
Action
Write
- Title
  Required
- Description
- Image URL
- Retail Price Exc. Tax
  Required
- Cost Price
- Minimum Reorder Level
- SKU Code
- UPC Code
- Tax Rate
Action
Write
- Search Query
  Required
- Email Address
  Required
- Phone Number
- Mobile Number
- Billing Address: First Name
- Billing Address: Last Name
- Billing Address: Address 1
- Billing Address: Address 2
- Billing Address: City
- Billing Address: State
- Billing Address: Country
- Billing Address: Zip
Action
Search or write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Salesboard and Veeqo to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Salesboard to Veeqo integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Salesboard

Salesboard is a field sales tool. Equip your reps with your sales deck and prospect data to close deals and generate data from every prospect interaction.

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Related categories

Sales & CRM

About Veeqo

Veeqo is a complete solution for multichannel retailers; keep inventory levels accurate, streamline operations and ship orders on time.

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