Paperless Forms + Sellsy

Create new Sellsy companies from Paperless Forms entries with ease

Effortlessly streamline your data entry process by connecting Paperless Forms and Sellsy. With this workflow, whenever a new entry is submitted through the Paperless Forms app, a company is instantly created in Sellsy, saving you time and reducing manual input errors. Enhance your efficiency and keep your information up to date with this seamless integration.

When this happens...
New Entry (Rest)
Triggers when a new entry is submitted.
TriggerInstant
automatically do this!
Create Company
Creates a new company (prospect or client).
ActionWrite

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Supported triggers and actions

- Form Name
Trigger
Instant
Try It
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

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