Create integrations between Sellsy and ShareFile
Create Contact in Sellsy when New File in ShareFile
Create Task in Sellsy when New File in ShareFile
Create an opportunity in Sellsy when New File in ShareFile
Find Contact in Sellsy when New File in ShareFile
Create or Update Contact in Sellsy when New File in ShareFile
Find Company in Sellsy when New File in ShareFile
Create Contact in Sellsy when New Client in ShareFile
Create Task in Sellsy when New Client in ShareFile
Create an opportunity in Sellsy when New Client in ShareFile
Find Contact in Sellsy when New Client in ShareFile
Actions and Triggers
When this happensTriggers
New File
Triggers when a new file is uploaded to a specified folder.
New Client
Triggers when a new client is created.
Do thisActions
Create Contact
Creates a new contact in Sellsy.
Create Task
Creates a New Task.
Create an opportunity
Creates a new opportunity
Find Contact
Find an Existing Contact.
Create or Update Contact
Creates a new contact or update an existing contact.
Find Company
Find an Existing Company.
Frequently Asked Questions
About Sellsy
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.
Learn MoreAbout ShareFile
ShareFile is a secure file sharing and storage solution designed for businesses to easily send, receive, and store large files. It offers robust security features, customizable workflows, and seamless integration with other business tools to enhance productivity and collaboration.
Learn More
© 2025 viaSocket
All rights reserved.