What can I automate with SalesBuildr?

Start a workflow or agent when New Quote Created happens in SalesBuildr, then Find Quote, Find Contact or Find Company, alongside 200+ other apps.

Can an AI agent update SalesBuildr?

Yes, when you add SalesBuildr actions to its tools. You can pin fields, limit values and require approval before it acts, and every action is recorded in the Event Logs.

Do I need to write code?

No. Pick a trigger and actions in the builder, or describe what you want and Copilot sets it up.

What if the SalesBuildr action I need isn't listed?

Call the SalesBuildr API from any REST API step. On the Enterprise plan, talk to us about adding it.

Sales & CRM

SalesBuildr integration

Start workflows and AI agents from SalesBuildr events, and let agents act in SalesBuildr within the limits you set.

1 trigger
16 actions
MCP server

Book a demo Start free

SalesBuildr triggers and actions

Every SalesBuildr trigger and action you can use in Konnectify workflows and AI agents.

Trigger: New Quote Created Checked on a schedule
Polls the SalesBuildr API to detect newly created quotes since the last run.
Action: Find Quote
Retrieves quote details from SalesBuildr using the provided Quote ID.
Action: Find Contact
Retrieves contact details from SalesBuildr using either the Contact ID or the Contact External ID.
Action: Find Company
Retrieves company details from SalesBuildr using either the Company ID or Company External ID.
Action: Find Pricing Book
Retrieves pricing book details from SalesBuildr using the provided Pricing Book ID.
Action: Delete Contact (by External ID)
Deletes a contact from SalesBuildr using its external contact ID.
Action: Delete Company
Deletes a company from SalesBuildr using its Company ID or External Company ID.
Action: Create Company
Creates a new company record in SalesBuildr, including address, delivery address, account manager, and other company details.
Action: Update Company
Updates an existing company record in SalesBuildr using its Company ID, including address, delivery address, and other company details.
Action: Create Contact
Creates a new contact record in SalesBuildr, including name, email, phone, company association, and active status.
Action: Update Contact
Updates an existing contact record in SalesBuildr, allowing changes to name, phone, email, company association, and active status.
Action: Create Pricing Book
Creates a new pricing book in SalesBuildr with associated companies and multiple product price configurations.
Action: Update Pricing Book
Updates an existing pricing book in SalesBuildr, including company mappings and product pricing details.
Action: Find Product
Retrieves product details from SalesBuildr using either the Product ID or the Product External ID.
Action: Create Product
Creates a new product with price, cost, SKU, and metadata.
Action: Update Product
Updates an existing SalesBuildr product record.
Action: Delete Product
Deletes a product permanently from SalesBuildr.

Showing 12 of 17

Use SalesBuildr in an AI agent

Add any SalesBuildr action to an agent as a tool. The agent decides when to use it; you set the limits. Pin fields it can't change, limit fields to allowed values, and require approval before it acts. Every action is recorded in the Event Logs.

How AI agents work

Connect SalesBuildr with other apps

See what you can automate between SalesBuildr and another app, with workflows and AI agents.

Which app do you want to connect with SalesBuildr?

SalesBuildr

Pick any of 201 apps to see what it can do with SalesBuildr.

SalesBuildr and AI

Add AI steps to SalesBuildr workflows
Summarise, classify or draft with ChatGPT, Claude or Gemini inside a workflow.SalesBuildr + ChatGPT SalesBuildr + Claude SalesBuildr + Gemini
Use SalesBuildr actions from Claude or ChatGPT
Expose the SalesBuildr actions you choose to Claude, ChatGPT or another MCP client through an MCP server you control.
Set up an MCP server

FAQ

Got questions?

If you can't find what you're looking for, talk to our team.

Yes. Konnectify connects to SalesBuildr with 1 trigger and 16 actions, which you can use in workflows, AI workflows and AI agents.

Connect SalesBuildr and run your first workflow

Start on the Free plan with a 14-day trial of paid features, or book a demo and we'll build it with you.