Sellsy + Whoz

Add new Whoz opportunities to Sellsy

This automation will add new Whoz opportunities to Sellsy—no manual data entry required!

When this happens...
Opportunity/Deal Created
Triggers when an opportunity or a deal has been created.
TriggerInstant
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Create Opportunity
Triggers when a new opportunity is created.
ActionWrite

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Supported triggers and actions

What does this mean?

- Workspace identifierRequired
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- Workspace identifierRequired
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- Workspace identifierRequired
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- Workspace identifierRequired
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- Workspace identifierRequired
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- Workspace IdRequired
- NameRequired
- AliasRequired
- TypeRequired
Action
Write
- Patch dataRequired
- Workspace IdRequired
- Opportunity/Deal Id
- Name
- Owner Id
- Owner External Id
- External Reference
- Billing Type
- Budget
Action
Write

- workspaceIdRequired
- accountIdRequired
Action
Search
New Contact
Triggers when a new contact is created.
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- Company TypeRequired
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Updated Opportunity Status
Triggers when the status is changed on an opportunity.
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Deleted Task
Triggers when a task is deleted.
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- Company TypeRequired
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- 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

- Workspace identifierRequired
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- Workspace identifierRequired
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- Workspace identifierRequired
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- Workspace identifierRequired
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- Workspace identifierRequired
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- Workspace IdRequired
- MonthRequired
- WorkloadRequired
- Member External IDRequired
Action
Write
- dossier identifierRequired
Action
Search
- member identifierRequired
Action
Search
Updated Contact
Triggers when a contact is updated.
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New Opportunity
Triggers when a new opportunity is created.
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New Task
Triggers when a new task is created.
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Updated Task
Triggers when a task is updated.
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- 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

About Sellsy

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

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Whoz

Whoz boosts services companies results thanks to its unique staffing optimization solution.

Related categories

Project Management

PRODUCTS

CAPABILITIES

By team

Sellsy + Whoz

Add new Whoz opportunities to Sellsy

Account Created

Member Updated

Workspace identifierRequired

Opportunity Lost

Workspace identifierRequired

Opportunity Won

Workspace identifierRequired

Task Created

Workspace identifierRequired

Create Account

Workspace IdRequired

NameRequired

AliasRequired

TypeRequired

Save Opportunity/Deal

Patch dataRequired

Workspace IdRequired

Opportunity/Deal Id

Name

Owner Id

Owner External Id

External Reference

Billing Type

Budget

Find Account

workspaceIdRequired

accountIdRequired

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