Create integrations between Sellsy and Way We Do
Create Task in Sellsy when New Comment in Way We Do
Create an opportunity in Sellsy when New Comment in Way We Do
Find Contact in Sellsy when New Comment in Way We Do
Create or Update Contact in Sellsy when New Comment in Way We Do
Find Company in Sellsy when New Comment in Way We Do
Create Task in Sellsy when Checklist Started in Way-we-do
Create an opportunity in Sellsy when Checklist Started in Way-we-do
Find Contact in Sellsy when Checklist Started in Way-we-do
Create or Update Contact in Sellsy when Checklist Started in Way-we-do
Find Company in Sellsy when Checklist Started in Way-we-do
Actions and Triggers
When this happensTriggers
New Comment
Triggers when a new comment is added to a checklist.
Checklist Started
Triggers when a checklist instance is started.
Checklist Step Completed
Triggers when a checklist instance step is completed.
Procedure Accepted
Triggers when a procedure has been accepted.
Supervisor SignOff Invite
Triggers when a supervisor is invited for signoff.
Checklist Finished
Triggers when a checklist instance is finished.
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 Way We Do
Way We Do is a cloud-based platform that helps businesses create, manage, and execute their standard operating procedures (SOPs) and policies. It enables organizations to streamline their processes, ensure compliance, and improve operational efficiency by providing a centralized location for all procedural documentation.
Learn More
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