Sellsy
Create tasks in Sellsy for each new opportunity generated in Sellsy
Stay on top of your sales pipeline with this Sellsy workflow. Whenever a new opportunity arises, it promptly creates a task within the same Sellsy app. This efficient automation aids in guaranteeing no opportunity goes unnoticed or unattended, enabling you to swiftly respond and capitalize on every potential chance for growth.
Stay on top of your sales pipeline with this Sellsy workflow. Whenever a new opportunity arises, it promptly creates a task within the same Sellsy app. This efficient automation aids in guaranteeing no opportunity goes unnoticed or unattended, enabling you to swiftly respond and capitalize on every potential chance for growth.
- When this happens...
New OpportunityTriggers when a new opportunity is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!Create Task
Triggers when a new task is created.
ActionWriteCreate a new record or update an existing record in your app.
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New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Opportunity Status
Triggers when the status is changed on an opportunity.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Task
Triggers when a task is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Last NameRequired
First Name
Title
Position
Email
Telephone
Mobile
Fax
Birthdate
Owner
Smart tags
Company
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FunnelRequired
StepRequired
Company TypeRequired
CompanyRequired
NameRequired
SourceRequired
Brief
Due Date
Opportunity #
Owner
Potential Amount
Probability
Linked Staffs
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name, Email or PhoneRequired
Prospect or ClientRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appName, Email or PhoneRequired
Prospect or ClientRequired
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)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Updated Contact
Triggers when a contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Task
Triggers when a task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Linked Object TypeRequired
Linked IdRequired
ContentRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Last NameRequired
First Name
Title
Position
Email
Telephone
Mobile
Fax
Birthdate
Owner
Smart tags
Company
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LabelRequired
Description
DateRequired
Confidentiality
Guests
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name, Email or PhoneRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appName, Email or PhoneRequired
Last NameRequired
First Name
Title
Position
Email
Telephone
Mobile
Fax
Birthdate
Owner
Smart tags
Company
Website
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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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- Create new Sellsy companies from Paperless Forms entries with ease
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- Create Sellsy contacts from new 123FormBuilder forms
- Create or update Sellsy contacts from new Gravity Forms submissions
- Create tasks in Sellsy from new Gravity Forms submissions
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- Create Sellsy opportunities from new GoCanvas submissions
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- Create or update Sellsy companies from new completed involve.me submissions
Related Zap Templates
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- Create Sellsy opportunities for new Calendly invitees
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- Create/update companies on Sellsy for new Google Ads leads
- Create Company on Sellsy for new Google Ads leads
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- Save new Sellsy opportunities in Whoz
- Create/Update Company in Sellsy for new lead form entries in Google Ads
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- Add new contacts in Sellsy to Maslo
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- Create or update Sellsy companies from new Jotform submissions
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- Create companies in Sellsy from new form responses in Duda
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- Add Contact to Customer List With Email in Google Ads for New Opportunity in Sellsy
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- Create Sellsy leads from new Wufoo form submissions
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- Create new Engage contacts from new Sellsy contacts
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- Create Sellsy contacts from new Paperless Forms entries
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- Create Sellsy companies from new Gravity Forms submissions
- Create new Sellsy opportunities from new Formidable Forms entries
- Create or update Sellsy companies from new Interact leads
- Create tasks in Sellsy for new VideoAsk responses from respondents
- Create Sellsy opportunities from new Instapage form submissions
- Create Sellsy opportunities from new VideoAsk responses
- Create new Sellsy contacts from Instapage form submissions
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- Manage new Outgrow leads by creating or updating contacts in Sellsy
- Add new Outgrow leads to Sellsy as companies