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Sellsy + Filter by Zapier + Oneflow

Create Oneflow contracts when Sellsy opportunity status changes

This integration allows you to streamline your sales process by creating Oneflow contracts whenever the status of a Sellsy opportunity changes. With this automation, you can easily create Oneflow contracts to your clients without any manual data entry or document creation.

This integration allows you to streamline your sales process by creating Oneflow contracts whenever the status of a Sellsy opportunity changes. With this automation, you can easily create Oneflow contracts to your clients without any manual data entry or document creation.

  1. When this happens...
    SellsySellsy
    Updated Opportunity Status

    Triggers when the status is changed on an opportunity.

    TriggerInstant
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this...
    OneflowOneflow
    Create Contract

    Create a new Oneflow contract

    ActionWrite
  4. then do this...
    OneflowOneflow
    Add Participant

    Add a new participant to a Oneflow contract

    ActionWrite
  5. then do this!
    SellsySellsy
    Create Annotation

    Creates a new annotation.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Sellsy triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is created.

    Trigger
    Instant
    Try It
sellsy logo
sellsy logo

About Sellsy

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

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Related categories

oneflow logo
oneflow logo

About Oneflow

Oneflow is a digital platform that automates entire contract process from creating, signing and sending.

Related categories