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Triggers when a new contact is created.
Triggers when a new opportunity is Created.
Triggers when a new company (client or prospect) is created.
Triggers when a new task is created.
Triggers when a task is deleted.
Triggers when a company (client or prospect) is updated.
Creates a new contact in Sellsy.
Creates a New Task.
Creates a new opportunity
Find an Existing Contact.
Creates a new contact or update an existing contact.
Find an Existing Company.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Sellsy is a comprehensive business management platform that offers tools for CRM, invoicing, accounting, and project management, designed to streamline operations and enhance productivity for businesses of all sizes.
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