Sellsy + Whoz

Save new Sellsy opportunities in Whoz

This Zap allows you to automatically save any new opportunity in Sellsy to your Whoz workspace. Once this integration is in place, you'll be able to map all the data you want to Whoz, with no added clicks or keystrokes.

When this happens...
New Opportunity
Triggers when a new opportunity is created.
TriggerInstant
automatically do this!
Save Opportunity/Deal
Saves (creates, updates or patch) an opportunity or a deal.
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
- Workspace identifierRequired
Trigger
Instant
Try It
- Workspace identifierRequired
Trigger
Instant
Try It
- Workspace identifierRequired
Trigger
Instant
Try It
- Workspace identifierRequired
Trigger
Instant
Try It
- Workspace identifierRequired
Trigger
Instant
Try It
- 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

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

Sellsy + Whoz

Save new Sellsy opportunities in Whoz

Supported triggers and actions

New Contact

New Company

Updated Opportunity Status

Deleted Task

Updated Company

Create Contact

Create Opportunity

Create Company

Find Company

Finds or creates Company

Account Created

Member Updated

Opportunity Lost

Opportunity Won

Task Created

Create Account

Save Opportunity/Deal

Find Account

Updated Contact

New Opportunity

New Task

Updated Task

Create Annotation

Create/Update Contact

Create Task