involve.me + Sellsy

Create Sellsy tasks for new involve.me completed submissions

Effortlessly manage your involve.me completed submissions by creating tasks in Sellsy. With this workflow, every time a new submission is completed in involve.me, a corresponding task will be generated in Sellsy so you can stay organized and on top of your work without manual intervention. Improve your productivity and streamline your processes with this seamless automation.

When this happens...
New Completed SubmissionTriggers when a participant completes a submission in your funnel.
TriggerInstant
automatically do this!
Create TaskTriggers when a new task is created.
ActionWrite

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More things you can do with involve.me and Sellsy

Discover other triggers and actions you can use with involve.me and Sellsy

- involve.me Funnel
  Required
Trigger
Instant
Try It
- Organization
  Required
- Email
  Required
- Tag
  Required
Action
Write
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Company Type
  Required
Trigger
Instant
Try It
Updated Opportunity Status
Triggers when the status is changed on an opportunity.
Trigger
Instant
Try It

Deleted Task
Triggers when a task is deleted.
Trigger
Instant
Try It
- Company Type
  Required
Trigger
Instant
Try It

- 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

- Organization
  Required
- Email
  Required
Action
Write
- Organization
  Required
- Email
  Required
- Tag
  Required
Action
Write
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Updated Task
Triggers when a task is updated.
Trigger
Instant
Try It
- 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

About involve.me

involve.me is a AI quiz funnel builder with built-in email automation. Create quizzes, assessments, calculators & forms with personalized email sequences.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create or update Sellsy companies from new completed involve.me submissions

Create new Sellsy contacts from completed involve.me submissions

Create opportunities in Sellsy from new completed submissions in involve.me