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monday.com + Sellsy

monday.com + Sellsy

monday.com + Sellsy integrations

Create items in monday.com when new companies are added in Sellsy

Stay on top of your CRM and project management without missing a beat. With this workflow, whenever a new company is added in Sellsy, an item is swiftly created in monday.com. This keeps your tasks aligned with your clientele updates in real time, optimizing efficiency and ensuring you smoothly transition new clients into your ongoing projects.

  1. When this happens...
    New Company
    New Company
    New CompanyTriggers when a new company (client or prospect) is created.
  2. automatically do this!
    Create Item
    Create Item
    Create ItemCreate a new Item in a board
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More things you can do with Sellsy and monday.com

Discover other triggers and actions you can use with Sellsy and monday.com

  • Sellsy triggers, actions, and search
    New Contact

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
    • Company Type
      Required
    Trigger
    Instant
    Try It
  • Sellsy triggers, actions, and search
    Updated Opportunity Status

    Triggers when the status is changed on an opportunity.

    Trigger
    Instant
    Try It
  • Sellsy triggers, actions, and search
    New Opportunity

    Triggers when a new opportunity is created.

    Trigger
    Instant
    Try It
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About monday.com
monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
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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.
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