Plumsail Documents + Sellsy Integrations

How to connect Plumsail Documents + Sellsy

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Choose an Action

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Supported triggers and actions

What does this mean?

- Process NameRequired
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Company TypeRequired
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 TypeRequired
Trigger
Instant
Try It
- Last NameRequired
- First Name
- Title
- Position
- Email
- Telephone
- Mobile
- Fax
- Birthdate
- Owner
  The owner of the contact.
- Smart tags
- Company
  Link the contact to a company.
- Website
Action
Write

- FunnelRequired
- StepRequired
  You have to choose to funnel before choosing the step.
- Company TypeRequired
- CompanyRequired
- NameRequired
- SourceRequired
- Brief
- Due Date
- Opportunity #
  The ident of the opportunity. If empty the next ident will automatically be taken.
- Owner
  Owner of the opportunity.
- Potential Amount
  Potential amount of the opportunity. Will use the currency defined in your Sellsy account settings
- Probability
  Between 0 and 100.
- Linked Staffs
Action
Write
- Prospect or ClientRequired
  Please refresh fields at the end of the form to get custom fields for the selected third type.
- Company TypeRequired
- NameRequired
  Company name for corporation or last name for person.
- First Name
- Reference
- Email
- Phone
- Mobile
- Fax
- Siren
  SIREN is a 9 digit unique number identifying a legal unit (corporation, individual)
- Siret
  the SIRET identifies an institution, ie a geographically located unit where all or part of the economic activity of the SIREN unit is carried out.
- Owner
  The Sellsy Staff owner of the company.
- 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 PhoneRequired
- Prospect or ClientRequired
  Choose if your search a prospect or a client
Action
Search
- Name, Email or PhoneRequired
- Prospect or ClientRequired
  Choose if your search a prospect or a client
- Prospect or ClientRequired
  Please refresh fields at the end of the form to get custom fields for the selected third type.
- Company TypeRequired
- NameRequired
  Company name for corporation or last name for person.
- First Name
- Reference
- Email
- Phone
- Mobile
- Fax
- Siren
  SIREN is a 9 digit unique number identifying a legal unit (corporation, individual)
- Siret
  the SIRET identifies an institution, ie a geographically located unit where all or part of the economic activity of the SIREN unit is carried out.
- Owner
  The Sellsy Staff owner of the company.
- 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

- Process NameRequired
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 TypeRequired
  Type of the object linked to the annotation
- Linked IdRequired
  Id of the object linked to the annotation, 0 for dashboard
- ContentRequired
- Date
  Created date of annotation, current date by default
Action
Write
- Last NameRequired
- First Name
- Title
- Position
- Email
  Required if you want to perform an update.
- Telephone
- Mobile
- Fax
- Birthdate
- Owner
  The owner of the contact.
- Smart tags
- Company
  Link the contact to a company.
- Website
Action
Write
- LabelRequired
- Description
- DateRequired
- Confidentiality
- Guests
  Sellsy Staffs guests of the task.
Action
Write
- Prospect or ClientRequired
  Please refresh fields at the end of the form to get custom fields for the selected third type.
- Company TypeRequired
- NameRequired
  Company name for corporation or last name for person.
- First Name
- Reference
- Email
  Required if you want to perform an update.
- Phone
- Mobile
- Fax
- Siren
  SIREN is a 9 digit unique number identifying a legal unit (corporation, individual)
- Siret
  the SIRET identifies an institution, ie a geographically located unit where all or part of the economic activity of the SIREN unit is carried out.
- Owner
  The Sellsy Staff owner of the company.
- 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 PhoneRequired
Action
Search
- Name, Email or PhoneRequired
- Last NameRequired
- First Name
- Title
- Position
- Email
- Telephone
- Mobile
- Fax
- Birthdate
- Owner
  The owner of the contact.
- Smart tags
- Company
  Link the contact to a company.
- Website
Action
Search or write

How Plumsail Documents + Sellsy Integrations Work

Step 1: Authenticate Plumsail Documents and Sellsy.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Plumsail Documents + Sellsy

About Plumsail Documents

Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.

Learn more

Related categories

Documents

About Sellsy

Sellsy is a single tool that tracks all your customer cycles.

Related categories

CRM (Customer Relationship Management)

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Plumsail Documents + Sellsy Integrations

How to connect Plumsail Documents + Sellsy

Connect your apps and automate workflows

Process Finished

New Contact

New Company

Company TypeRequired

Updated Opportunity Status

Deleted Task

Updated Company

Company TypeRequired

Create Contact

Last NameRequired

First Name

Title

Position

Email

Telephone

Mobile

Fax

Birthdate

Owner

Smart tags

Company

Website

Create Opportunity

FunnelRequired

StepRequired

Company TypeRequired

CompanyRequired

NameRequired

SourceRequired

Brief

Due Date

Opportunity #

Owner

Potential Amount

Probability

Linked Staffs

Create Company

Prospect or ClientRequired

Company TypeRequired

NameRequired

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)

Find Company

Name, Email or PhoneRequired

Prospect or ClientRequired

Finds or creates Company

Name, Email or PhoneRequired

Prospect or ClientRequired

Prospect or ClientRequired

Company TypeRequired

NameRequired

First Name

Reference

Email

Phone

Mobile

Fax