Sellsy is a single tool that tracks all your customer cycles.
Integrations
New Contact
Triggers when a new contact is created.
Updated Contact
Triggers when a contact is updated.
New Company
Triggers when a new company (client or prospect) is created.
Get Funnels
Get all the opportunity funnels.
New Opportunity
Triggers when a new opportunity is created.
Updated Opportunity Status
Triggers when the status is changed on an opportunity.
Get Smart tags
Get available smart tags for on object.
Get Sources
Get all the opportunities sources of the Sellsy account.
Get Staffs
Get list of staffs.
Get Steps
Get the opportunity steps.
Get Task Labels
Get list of task labels.
New Task
Triggers when a new task is created.
Deleted Task
Triggers when a task is deleted.
Updated Task
Triggers when a task is updated.
Test Auth
Trigger used to test Oauth connection.
Get Companies
Get Company.
Updated Company
Triggers when a company (client or prospect) is updated.
Create Annotation
Creates a new annotation.
Create Contact
Creates a new contact.
Create/Update Contact
Creates a new contact. Make an update if we found an existing contact with provided email.
Create Opportunity
Creates an opportunity.
Create Task
Creates a new Task.
Create Company
Creates a new company (prospect or client).
Create/Update Company
Creates a new company (prospect or client). Make an update if we found an existing company with provided email.
Find Company
Finds an existing company (prospect or client).
Find Contact
Finds an existing contact.
Finds or creates Company
Finds or creates Company
Finds or creates Contact
Finds or creates Contact
Export results to different platforms
Get the results in Excel, PDF or integrating with our API
