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Deliver integrations natively from within your own application and add value to your end-users.
SalesPad Integrations
Build & publish in-app integrations with our SalesPad connector
What is SalesPad?
SalesPad was designed by distributors with day-to-day operations in mind. Gone are the days of ERP that catered solely to the accounting crowd.
Create automations with our SalesPad connector
Cyclr enables SaaS platforms to integrate their application with hundreds of other platforms. Use Cyclr’s low code integration builder to integrate your application with SalesPad, so you can provide in-app SalesPad integrations for your end users.
Why integrate with SalesPad
Your SaaS users want more and more integrations, but they take time and development resources to create. Which is why Cyclr’s white label, embedded integration platform enables you to create integrations between your application and SalesPad, as well as 100s of other apps, using low code tools.
Available Methods and Endpoints
Customers ↓
Search Customers by Name
Get a list of customer records with match by name.
Action
Create Customer And Address
Create a customer with address in Salespad.
Action
Create Customer
Create a customer in Salespad.
Action
List Updated Customers
Returns a list of customers that have been modified since last run.
Action
Get Customer
Get Customer By Customer Number.
Action
Search Customers
Search customer records using OData filtering.
Action
List Customers
Get a list of customer records.
Action
Create Customer Number
Create a new unique Customer Number for a new Customer based on their name.
Action
Update Customer
Update a SalesPad customer.
Action
Customer Addresses ↓
Find Addresses by Zip Code
Finds Addresses matching the supplied Zip Code.
Action
List Customer Address Codes
Get Customer Address Codes.
Action
Get Customer Address
Get a customers address record.
Action
Search Addresses
Search address records using OData filtering.
Action
Update Customer Address
Update a customer address. Add custom fields in the following format: userfields.fieldname - for example userfields.XDealerCode
Action
Create Customer Address
Creates a customer address. Add custom fields in the following format: userfields.fieldname - for example userfields.XDealerCode
Action
Items ↓
Copy Item
Copy existing Item to new Item and update from ItemMaster body before saving.
Action
Create Item
Creates an item record.
Action
Update Item
Updates an item record.
Action
List Items
Get item records.
Action
Get Item
Get an item record.
Action
Sales Documents ↓
List Sales Documents
List sales documents.
Action
Create Sales Document
Creates a sales document record.
Action
Get Sales Document
Get the requested sales documents.
Action
Update Sales Document
Updates a sales document record.
Action
Create Sales Line Item
Creates a sales line item record.
Action
Create Sales Document Payment
Creates a sales document payment record.
Action
Do you want to access something that's not currently listed?
Just let us know and we can add it to the connector for you!
Related Connectors
Top Use Cases for SalesPad Integrations
Quickly create integrations between your SaaS application and SalesPad with Cyclr's low code integration builder. Publish your SalesPad integration into your application using Cyclr's white label embedded integration marketplace.
Sales
- Turn quotes into sales orders and generate customer invoices
CRMs
- Find existing customers and identify upsell opportunities with new products
- Speed up processes between sales and operations with automated data sharing and processing
- Improve collaboration between departments
Billing/Payment
- When a new customer billing/payment has been made update sales invoice in ERP
Ecommerce
- Check and update inventory after a new ecommerce order has been shipped
Sales
- Turn quotes into sales orders and generate customer invoices
CRMs
- Find existing customers and identify upsell opportunities with new products
- Speed up processes between sales and operations with automated data sharing and processing
- Improve collaboration between departments
Billing/Payment
- When a new customer billing/payment has been made update sales invoice in ERP
Ecommerce
- Check and update inventory after a new ecommerce order has been shipped
Some of the many benefits of using Cyclr as your integration solution
Native
Build Quickly
Add connectivity in days, not months. So you can add transformative technology to your system in no time at all.
Be responsive to the needs of your clients and your sales team.
No code integrations
Use our drag and drop integration builder to create integrations, then click to publish them to your app.
Your users can then search and deploy these integrations in a couple of clicks.
Related Resources
CRM Integrations you should be using
Read ArticleERP Integration Solutions For Your Organisation
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