Sellsy + Synchroteam

Create new Synchroteam customers from new companies in Sellsy

Streamline your customer management by having new companies added in Sellsy automatically created as customers in Synchroteam. This efficient workflow eliminates dual data entry, ensuring your customer information is consistent across both platforms. It's a time-saving solution that optimizes your resource allocation by focusing on more important tasks.

When this happens...
New Company
Triggers when a new company (client or prospect) is created.
TriggerInstant
automatically do this!
Create Customer
Create a new customer
ActionWrite

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Supported triggers and actions

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
- Smart tags
- Company
- Website
Action
Write
- FunnelRequired
- StepRequired
- Company TypeRequired
- CompanyRequired
- NameRequired
- SourceRequired
- Brief
- Due Date
- Opportunity #
- Owner
- Potential Amount
- Probability
- Linked Staffs
Action
Write

- 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)
Action
Write
- Name, Email or PhoneRequired
- Prospect or ClientRequired
Action
Search
- Name, 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)
Action
Search or write
- ShowRequired
Trigger
Polling
Try It
- ShowRequired
Trigger
Polling
Try It
- myId
- NameRequired
- AddressRequired
- Address Street
- Address Complement
- Address ZIP
- Address City
- Address Province
- Address Country
- Contact Last Name
- Contact First Name
- Contact Phone
- Contact Mobile
- Contact Email
- Contact Fax
Action
Write
- Job reference
- Job description
- Customer reference
- Customer nameRequired
- Site reference
- Site name
- Equipment reference
- Equipment name
- Job type nameRequired
- Report template name
Action
Write
- Job Id
- Job reference
- Job number
- Scheduled date startRequired
- Scheduled date endRequired
- Technician's loginRequired
Action
Write
- Id
- myId
- Name
Action
Search
- Id
- myId
- Name
Action
Search
- Id
- Equipment Reference
- Equipment nameRequired
- Customer ReferenceRequired
- Site Reference
Action
Search or write
- Id
- Site Reference
- Site NameRequired
- AddressRequired
- Customer referenceRequired
Action
Search or 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
- Linked IdRequired
- ContentRequired
- Date
Action
Write
- Last NameRequired
- First Name
- Title
- Position
- Email
- Telephone
- Mobile
- Fax
- Birthdate
- Owner
- Smart tags
- Company
- Website
Action
Write
- LabelRequired
- Description
- DateRequired
- Confidentiality
- Guests
Action
Write
- 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)
Action
Write
- Name, Email or PhoneRequired
Action
Search
- Name, Email or PhoneRequired
- Last NameRequired
- First Name
- Title
- Position
- Email
- Telephone
- Mobile
- Fax
- Birthdate
- Owner
- Smart tags
- Company
- Website
Action
Search or write
- ShowRequired
Trigger
Polling
Try It
- Show
Trigger
Polling
Try It
- Equipment Reference
- Equipment nameRequired
- Customer ReferenceRequired
- Site Reference
Action
Write
- Site Reference
- Site NameRequired
- AddressRequired
- Customer referenceRequired
Action
Write
- Id
- myId
- Name
Action
Search
- Id
- MyId
- Num
Action
Search
- Id
- myId
- NameRequired
- AddressRequired
- Address Street
- Address Complement
- Address ZIP
- Address City
- Address Province
- Address Country
- Contact Last Name
- Contact First Name
- Contact Phone
- Contact Mobile
- Contact Email
- Contact Fax
Action
Search or write
- Id
- Job reference
- Num
- Job description
- Customer reference
- Customer nameRequired
- Site reference
- Site name
- Equipment reference
- Equipment name
- Job type nameRequired
- Report template name
Action
Search or write

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.

Related categories

Sales & CRM

Similar apps

Zapier Interfaces

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

About Synchroteam

Synchroteam is a Cloud-based Field Service Management application

Related categories

Scheduling & Booking

Sellsy + Synchroteam

Create new Synchroteam customers from new companies in Sellsy

New Contact

New Company

Updated Opportunity Status

Deleted Task

Updated Company

Create Contact

Create Opportunity

Create Company

Find Company

Finds or creates Company

New or Updated Customer

New or Updated Equipment

Create Customer

Create Job

Schedule Job

Get or Create Equipment

Get or Create Site

Get Or Create Equipment

Get Or Create Site

Updated Contact

New Opportunity

New Task

Updated Task

Create Annotation

Create/Update Contact

Create Task

Create/Update Company

Find Contact

Finds or creates Contact

New or Updated Jobs

New or Updated Site

Create Equipment

Create Site

Get or Create Customer

Get or Create Job

Get or Create a Customer

Get Or Create Job

About Sellsy

Related categories

Similar apps

Zapier Interfaces

About Synchroteam

Related categories