Atera + Sellsy

Atera + Sellsy integrations

Create new departments in Atera when new companies are added in Sellsy

Streamline your organizational processes by linking your Sellsy and Atera apps. When a new company is added in Sellsy, this workflow springs into action and creates a corresponding department in your Atera app. It's an easy and effective way to ensure consistency and save time in managing your business across multiple platforms.

When this happens...
New CompanyTriggers when a new company (client or prospect) is created.
TriggerInstant
automatically do this!
Create DepartmentCreates a new department
ActionWrite

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More things you can do with Sellsy and Atera

Discover other triggers and actions you can use with Sellsy and Atera

New Contact
Triggers when a new contact is created.
Trigger
Instant
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- Company Type
  Required
Trigger
Instant
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Updated Opportunity Status
Triggers when the status is changed on an opportunity.
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Instant
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Deleted Task
Triggers when a task is deleted.
Trigger
Instant
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- Company Type
  Required
Trigger
Instant
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- Last Name
  Required
- First Name
- Title
- Position
- Email
- Telephone
- Mobile
- Fax
- Birthdate
- Owner
- Smart tags
- Company
- Website
Action
Write
- Funnel
  Required
- Step
  Required
- Company Type
  Required
- Company
  Required
- Name
  Required
- Source
  Required
- Brief
- Due Date
- Opportunity #
- Owner
- Potential Amount
- Probability
- Linked Staffs
Action
Write

- Prospect or Client
  Required
- Company Type
  Required
- Name
  Required
- First Name
- Reference
- Email
- Phone
- Mobile
- Fax
- Siren
- Siret
- Owner
- Smart tags
- Facebook ID
- LinkedIn ID
- Viadeo ID
- Twitter ID
- Website
- Address name, required if you want to add an address
- Address part 1
- Address part2
- Address zip code
- Address town
- Address state
- Address country code (default FR)
Action
Write
- Name, Email or Phone
  Required
- Prospect or Client
  Required
Action
Search
- Name, Email or Phone
  Required
- Prospect or Client
  Required
- Prospect or Client
  Required
- Company Type
  Required
- Name
  Required
- First Name
- Reference
- Email
- Phone
- Mobile
- Fax
- Siren
- Siret
- Owner
- Smart tags
- Facebook ID
- LinkedIn ID
- Viadeo ID
- Twitter ID
- Website
- Address name, required if you want to add an address
- Address part 1
- Address part2
- Address zip code
- Address town
- Address state
- Address country code (default FR)
Action
Search or write
AI Technician Comment Added
Triggers when an AI technician comment is added to an AI conversation.
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Instant
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Alert Resolved
Triggers when alert resolved in Atera.
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Instant
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Autopilot Conversation Escalated
Triggers when a new Autopilot conversation is escalated.
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Instant
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Autopilot Conversation Summary Created
Triggers when a new conversation summary is created in Autopilot.
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Instant
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New Customer Created
Triggers when a new customer is created.
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Instant
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Ticket Assignment Changed
Triggers when a ticket assigned to a technician.
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Instant
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New Ticket Created
Triggers when a new ticket is created.
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Instant
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Ticket Status Changed
Triggers when ticket status changed in Atera.
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Instant
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End User Comment Added
Triggers when an end user comment is added to an AI conversation.
Trigger
Instant
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- Conversation ID
  Required
- Conversation Status
  Required
Action
Write
- Title
  Required
- Device GUID
  Required
- Customer ID
  Required
- Code
- Severity
- Threshold Value 1
- Snoozed End Date
- Additional Information
- Alert Category
- Ticket ID
- Message Template
- Folder ID
Action
Write
- Name
  Required
- Description
Action
Write
- Conversation ID
- Contact ID
  Required
- Comment
  Required
Action
Write
- AlertID
  Required
Action
Write
- Ticket Id
  Required
- Ticket Title
- Ticket Description
- Ticket Priority
- Ticket Impact
- Ticket Status
- Ticket Type
- Technician ContactID
Action
Write
- Name
  Required
- Description
Action
Write
- Email
  Required
Action
Search
- Search text
  Required
Action
Search
- Ticket Id
  Required
Action
Search

Updated Contact
Triggers when a contact is updated.
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Instant
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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Updated Task
Triggers when a task is updated.
Trigger
Instant
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- Linked Object Type
  Required
- Linked Id
  Required
- Content
  Required
- Date
Action
Write
- Last Name
  Required
- First Name
- Title
- Position
- Email
- Telephone
- Mobile
- Fax
- Birthdate
- Owner
- Smart tags
- Company
- Website
Action
Write
- Label
  Required
- Description
- Date
  Required
- Confidentiality
- Guests
Action
Write
- Prospect or Client
  Required
- Company Type
  Required
- Name
  Required
- First Name
- Reference
- Email
- Phone
- Mobile
- Fax
- Siren
- Siret
- Owner
- Smart tags
- Facebook ID
- LinkedIn ID
- Viadeo ID
- Twitter ID
- Website
- Address name, required if you want to add an address
- Address part 1
- Address part2
- Address zip code
- Address town
- Address state
- Address country code (default FR)
Action
Write
- Name, Email or Phone
  Required
Action
Search
- Name, Email or Phone
  Required
- Last Name
  Required
- First Name
- Title
- Position
- Email
- Telephone
- Mobile
- Fax
- Birthdate
- Owner
- Smart tags
- Company
- Website
Action
Search or write
New Alert Created
Triggers when a new alert is created.
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Instant
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Autopilot Conversation Created
Triggers when a new Autopilot conversation is created.
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Instant
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Autopilot Conversation Status Updated
Triggers when a new Autopilot conversation status is updated.
Trigger
Instant
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Autopilot Conversation Title Created
Triggers when a new Autopilot conversation title is updated.
Trigger
Instant
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New Site Created
Triggers when a new site is created.
Trigger
Instant
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Customer Responded to a Ticket
Triggers when a customer responded to a ticket.
Trigger
Instant
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Internal Comment Added to a Ticket
Triggers when an internal comment is added to a ticket.
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Instant
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Technician Responded to a Ticket
Triggers when a technician responded to a ticket.
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Instant
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- Customer/Site Name
  Required
- Created On
- Business Number
- Domain
- Address
- City
- State
- Country
- Phone
- Fax
- Notes
- Links
- Longitude
- Latitude
- Zip Code
Action
Write
- Conversation ID
  Required
- Technician ID
  Required
Action
Write
- Email
  Required
- Customer ID
- Customer Name
- First Name
- Last Name
- Job Title
- Phone
- Mobile Phone
- Is Contact Person
- In Ignore Mode
- Department ID
- Created On
Action
Write
- Conversation ID
  Required
- Ticket ID
  Required
Action
Write
- Conversation ID
  Required
- Technician ID
  Required
- Comment
  Required
Action
Write
- Ticket Title
  Required
- Ticket Description
  Required
- Ticket Priority
- Ticket Impact
- Ticket Status
- Ticket Type
- EndUser ID
- EndUser First Name
- EndUser Last Name
- EndUser Email
- Technician ContactID
Action
Write
- ContactID
  Required
- First Name
- Last Name
- Job Title
- Phone
- Mobile Phone
- Is Contact Person
- In Ignore Mode
- Archived
- Customer ID
- Customer Name
Action
Write
- Alert Id
  Required
Action
Search
- Conversation Id
  Required
Action
Search
- Email
  Required
Action
Search

About Atera

Atera is an all-in-one IT management platform powered by Action AI to manage, patch, and secure every endpoint.

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Related categories

IT Operations

About Sellsy

Sellsy is a French SaaS that helps SMBs and VBEs manage sales, invoicing, marketing, and cash flow in one integrated, easy-to-use platform.

HelpHelp

Related categories

Sales & CRM

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