Automation
Zapier Triggers for Field Sales Workflows
Developer trigger endpoints — no public marketplace appSalesPro Hub can push four live events to validated Zapier catch hooks: order created, order delivered, customer created and check-in completed. Deliveries are queued independently, retry non-2xx responses five times and retain a stable delivery ID. Setup currently uses API endpoints rather than a public one-click Zapier marketplace app.
Test the field workflow firstSupport level: Developer trigger endpoints — no public marketplace app. The workflow below separates shipped SalesPro Hub capabilities from connector work your implementation must provide.
What this solves
One operational hand-off, with explicit ownership
Zapier is the quickest path for lightweight notifications and hand-offs that do not justify a full ERP connector. The SalesPro Hub endpoint validates the exact Zapier host and catch-hook path, while each subscription is isolated so one broken destination does not resend successful destinations.
Available in SalesPro Hub today
- Order-created trigger across web, mobile, offline sync and portal orders
- Order-delivered trigger after fulfilment status changes
- Customer-created trigger from supported customer workflows
- Completed-check-in trigger with duration and outcome
- Stable delivery UUID and attempt headers
- Five queued attempts with redirects treated as failures
Custom work and limitations
- SalesPro Hub is not yet listed as a public app in the Zapier marketplace.
- Setup requires a Zapier catch hook plus scoped SalesPro Hub API credentials.
- The shipped surface is trigger-focused; broad prebuilt Zapier actions are not claimed.
Implementation flow
How the connection works
- 1
Create a Zapier catch hook
Start a Zap with a webhook catch step and copy its HTTPS hooks.zapier.com URL.
- 2
Create scoped credentials
Use zapier:read for samples and zapier:write for subscription management rather than granting unrelated order or inventory permissions.
- 3
Subscribe the event
Register the event and exact catch URL. Duplicate subscription requests are idempotent.
- 4
Deduplicate and automate
Use X-Zapier-Delivery-Id as the dedupe key, then route the event to the email, task, spreadsheet or system step you control.
Field mapping starting point
| SalesPro Hub field/event | Zapier equivalent | Implementation note |
|---|---|---|
| order.created | Zap trigger | Includes order, customer, outlet, total and rep. |
| order.delivered | Zap trigger | Includes delivery timestamp and order context. |
| customer.created | Zap trigger | Includes CRM identity when present. |
| check_in.completed | Zap trigger | Includes visit duration, purpose and outcome. |
| X-Zapier-Delivery-Id | Storage/dedupe key | Stable across automatic retries. |
Zapier integration questions
Is SalesPro Hub available in the Zapier marketplace?
Not currently. The shipped integration uses developer REST-hook endpoints and Zapier catch hooks, so it should not be represented as a one-click marketplace app.
Which Zapier triggers are live?
Order created, order delivered, customer created and check-in completed are wired to real product events.
What happens if Zapier returns an error?
The individual delivery throws back to the queue and can retry five times. Other successful subscriptions are not replayed because each destination has its own job.
How do I prevent duplicate Zap actions?
Persist the X-Zapier-Delivery-Id header. It remains stable if SalesPro Hub retries after a failed or lost response.
Validate the field workflow before connecting accounting
Import real products and customers, capture a representative order, then scope the integration against evidence instead of assumptions.