Create integrations between Sellsy and Worksection
Create or Update Contact in Sellsy when Task Completed in Project in Worksection
Find Company in Sellsy when New Task in Project in Worksection
Create an opportunity in Sellsy when New Project in Worksection
Find Contact in Sellsy when Task Completed in Project in Worksection
Create Task in Sellsy when New Task in Project in Worksection
Create an opportunity in Sellsy when New Comment in Task in Worksection
Find Contact in Sellsy when New Comment in Task in Worksection
Find Company in Sellsy when New Comment in Task in Worksection
Create Task in Sellsy when New Project in Worksection
Find Contact in Sellsy when New Project in Worksection
Actions and Triggers
When this happensTriggers
New Project
Triggers when a new project is created.
New Task in Project
Triggers when a new task is created in selected project.
New Comment in Task
Triggers when a new comment is posted in selected task
Task Completed in Project
Triggers when a task is marked as completed. Does not trigger on completed subtasks
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 Worksection
Worksection is a comprehensive project management and collaboration tool designed to streamline workflows, enhance team communication, and improve productivity. It offers features such as task management, time tracking, file sharing, and reporting to help teams stay organized and on track.
Learn More
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