Velocify connector icon

Velocify Integrations

Sales software to accelerate your sales lead management.

01

Low-code orchestration

Connect, compose and ship AI features faster.

02

Multi-tenant deployment

Isolate customer credentials and configurations at scale.

03

Governed access

Apply policies, field controls and audit trails across usage.

04

Embedded experience

Deliver workflows natively inside your product.

CONNECTOR OVERVIEW

Create automations with our Velocify 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 Velocify, so you can provide in-app Velocify integrations for your end users.

PRODUCT USE CASES

Top Use Cases for Velocify Integrations

Quickly create integrations between your SaaS application and Velocify with Cyclr's low code integration builder. Publish your Velocify integration into your application using Cyclr's white label embedded integration marketplace.

CRMs

  • Keep multiple sales tools in sync to keep sales data up to date regardless on what system users are updating them in.
  • Automate tasks for your sales team to keep deals moving.
  • Automatically fill in company data on your deals using external data.

ORCHESTRATION

How Velocify works with Cyclr

Cyclr sits between your SaaS product and Velocify to handle authentication, govern access and orchestrate every API call per customer, at scale.

  1. 1

    Your SaaS product

    Your app requests an action for a specific customer.

  2. 2

    Cyclr orchestration

    Cyclr authenticates, applies policies and routes the request.

  3. 3

    Velocify

    Velocify processes the request and returns a response to your app.

Customer-specific authentication · Governed data movement · Centralized visibility and audit

CONNECTOR COVERAGE

Available connector capabilities

Explore Velocify methods you can orchestrate through Cyclr.

Campaigns1

List Campaigns

Action

Get a list of all campaigns.

Fields1

List Fields

Action

Get a list of the available fields that a lead can have. (For use with the 'Create Lead' method)

Leads6

Get Lead

Action

Get a lead by its ID.

Get Leads By Email

Action

Get the lead(s) for a given email.

Get Updated Leads

Action

Get new leads updated after the last run time.

Get New Lead IDs

Action

Get IDs of new leads created after the last run time.

Create Lead

Action

Create a new lead entity. Custom fields must be added with Field Location values of 'soapenv:Envelope.Field_ID_*' where '*' is the Field ID. Retrieve field IDs from the List Fields method.

Get New Leads

Action

Get new leads created after the last run time.

TECHNICAL DETAILS

Velocify integration and API details

Review the sourced authentication and API behaviour used when configuring customer-facing Velocify integrations in Cyclr.

API and authentication

API host
Not specified
Authentication
See Connector in Console
Credentials

Review the connector installation fields in Cyclr Console.

Method categories

See available methods

Pagination and rate limits

Pagination

Method-specific behavior should be confirmed before implementation.

Rate limits

Refer to the vendor API documentation for current limits.

IMPLEMENTATION

Authentication at a glance

Authentication requirements and any available connection options are shown when installing this connector in Cyclr Console.

Authentication method
See Connector in Console
Credential required

Review the connector installation fields in Cyclr Console.