Sellsy Integrations

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Sellsy Integration Details

Launched on Zapier October 26, 2018

Zapier combines Triggers (like "New Contact") and Actions (like "Create Contact") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Sellsy Triggers, Searches, and Actions are supported by Zapier:

New Contact

Triggers when a new contact is created.

New Company

Triggers when a new company (client or prospect) is created.

New Opportunity

Triggers when a new opportunity is created.

Updated Contact

Triggers when a contact is updated.

Updated Opportunity Status

Triggers when the status is changed on an opportunity.

New Task

Triggers when a new task is created.

Deleted Task

Triggers when a task is deleted.

Updated Task

Triggers when a task is updated.

Updated Company

Triggers when a company (client or prospect) is updated.

Create Contact

Creates a new contact.

Create/Update Contact

Creates a new contact. Make an update if we found an existing contact with provided email.

Create Opportunity

Creates an opportunity.

Create Company

Creates a new company (prospect or client).

Create/Update Company

Creates a new company (prospect or client). Make an update if we found an existing company with provided email.

Create Task

Creates a new Task.

Find Company

Finds an existing company (prospect or client).

Find Contact

Finds an existing contact.

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