Sellsy

The Sellsy modules allow you to monitor, create, update, send, retrieve, list, and delete the clients, comments, contacts, events, opportunities, prospects, suppliers, and tasks in your Sellsy account.

Getting Started with Sellsy

Prerequisites

Note

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

1. Go to Make and open the Sellys module's Create a connection dialog.

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2. In the Connection name field, enter a name for the connection and click Continue.

3. Enter your Sellsy's account credentials and click Login.

The connection has been established.

Triggers by predefined POST webhook on Sellsy.

Webhook Name

Enter a name for the webhook.

Creates a new client.

Connection

Establish a connection to your Sellsy account.

Type of Client

Select or map the client type:

  • Corporation

  • Person

Enter the details in the fields that auto-populate based on your selection to create the client.

Searches clients by criteria.

Connection

Establish a connection to your Sellsy account.

Filter

Select or map the filter to list the clients that match the specified criteria.

Business Sector

Select or map the client business area to list the clients that match the specified business.

Order By

Select or map the direction in which you want to list the clients. For example, Ascending.

Limit

Set the maximum number of clients Make should return during one execution cycle.

Updates a client by its ID.

Connection

Establish a connection to your Sellsy account.

Client ID

Enter (map) the Client ID whose details you want to update.

Type of Client

Select or map the client type:

  • Corporation

  • Person

Enter the details in the fields that auto-populate based on your selection to create the client.

Creates a new prospect.

Connection

Establish a connection to your Sellsy account.

Type of Client

Select or map the client type:

  • Corporation

  • Person

Enter the details in the fields that auto-populate based on your selection to create the prospect.

Searches prospects by criteria.

Connection

Establish a connection to your Sellsy account.

Filter

Select or map the filter to list the prospects that match the specified criteria.

Business Sector

Select or map the prospect's business area to list the clients that match the specified business.

Order By

Select or map the direction in which you want to list the prospects. For example, Ascending.

Limit

Set the maximum number of prospects Make should return during one execution cycle.

Updates a prospect by its ID.

Connection

Establish a connection to your Sellsy account.

Prospect ID

Enter (map) the Prospect ID whose details you want to update.

Type of Client

Select or map the client type:

  • Corporation

  • Person

Enter the details in the fields that auto-populate based on your selection to update the prospect.

Creates a new supplier.

Connection

Establish a connection to your Sellsy account.

Type of Client

Select or map the client type for which you want to create a supplier:

  • Corporation

  • Person

Enter the details in the fields that auto-populate based on your selection to create the supplier.

Searches contacts by criteria.

Connection

Establish a connection to your Sellsy account.

Filter

Select or map the filter to list the supplier that matches the specified criteria.

Business Sector

Select or map the supplier's business area to list the clients that match the specified business.

Order By

Select or map the direction in which you want to list the suppliers. For example, Ascending.

Limit

Set the maximum number of suppliers Make should return during one execution cycle.

Updates a contact by its ID.

Connection

Establish a connection to your Sellsy account.

Supplier ID

Enter (map) the Supplier ID whose details you want to update.

Type of Client

Select or map the client type:

  • Corporation

  • Person

Enter the details in the fields that auto-populate based on your selection to create the client.

Creates a new contact.

Connection

Establish a connection to your Sellsy account.

Name

Enter (map) the contact's name.

Title

Enter (map) the contact's title.

Forename

Enter (map) the contact's forename.

Position

Enter (map) the contact's position.

Email

Enter (map) the contact's email address.

Phone

Enter (map) the contact's phone number,

Mobile

Enter (map) the contact's mobile number.

Fax

Enter (map) the contact's fax number.

Website

Enter (map) the contact's website.

Birthdate

Enter (map) the contact's birth date.

Twitter

Enter (map) the contact's Twitter ID or account details.

Facebook

Enter (map) the contact's Facebook ID or account details.

LinkedIn

Enter (map) the contact's LinkedIn ID or account details.

Video

Enter (map) the contact's video.

Note

Enter (map) any additional information about the contact.

Smart Tags

Add the tags for the contact.

Enable MailChimp Synchronization

Select whether you want to enable the Mailchimp synchronization for the contact.

Enable MailJet Synchronization

Select whether you want to enable the Mailjet synchronization for the contact.

Enable SimpleMail Synchronization

Select whether you want to enable the SimpleMail synchronization for the contact.

Unsubscribe Email Campaigns

Select whether you want to unsubscribe from the email campaigns for the contact.

Searches contacts by criteria.

Connection

Establish a connection to your Sellsy account.

Filter

Select or map the filter to list the contacts that match the specified criteria.

Business Sector

Select or map the business area to list the contacts that match the specified business.

Order By

Select or map the direction in which you want to list the contacts. For example, Ascending.

Limit

Set the maximum number of contacts Make should return during one execution cycle.

Updates a contact by its ID.

Connection

Establish a connection to your Sellsy account.

Contact ID

Enter (map) the Contact ID whose details you want to update.

Name

Enter (map) the contact's name.

Title

Enter (map) the contact's title.

Forename

Enter (map) the contact's forename.

Position

Enter (map) the contact's position.

Email

Enter (map) the contact's email address.

Phone

Enter (map) the contact's phone number,

Mobile

Enter (map) the contact's mobile number.

Fax

Enter (map) the contact's fax number.

Website

Enter (map) the contact's website.

Birthdate

Enter (map) the contact's birth date.

Twitter Username

Enter (map) the contact's Twitter ID or account details.

Facebook URL

Enter (map) the contact's Facebook ID or account details.

LinkedIn URL

Enter (map) the contact's LinkedIn ID or account details.

Video URL

Enter (map) the contact's video.

Note

Enter (map) any additional information about the contact.

Smart Tags

Add the tags for the contact.

Enable MailChimp Synchronization

Select whether you want to enable the Mailchimp synchronization for the contact.

Enable MailJet Synchronization

Select whether you want to enable the Mailjet synchronization for the contact.

Enable SimpleMail Synchronization

Select whether you want to enable the SimpleMail synchronization for the contact.

Unsubscribe Email Campaigns

Select whether you want to unsubscribe from the email campaigns for the contact.

Unsubscribe Text Message Campaigns

Select whether you want to unsubscribe from the text message campaigns for the contact.

Unsubscribe Phone Campaigns

Select whether you want to unsubscribe from the phone campaigns for the contact.

Unsubscribe Postal Mail Campaigns

Select whether you want to unsubscribe from the post email campaigns for the contact.

Unsubscribe Custom Marketing Campaigns

Select whether you want to unsubscribe from the custom marketing campaigns for the contact.

Third Party IDs

Add the third-party IDs related to the contact.

Creates a new opportunity.

Connection

Establish a connection to your Sellsy account.

Linked Contact Type

Select or map the contact type for which you are creating the opportunity.

Linked Prospect ID

Select or map the Prospect ID for which you are creating the opportunity.

Opportunity ID

Enter (map) the Opportunity ID.

Source

Select or map the source of the opportunity, For example, internal.

Name

Enter (map) the opportunity name.

Pipeline

Select or map the pipeline related to the opportunity.

Pipeline Step

Select or map the pipeline step applicable to the opportunity.

Amount

Enter (map) the amount involved in the opportunity.

Likelihood of Success in %

Enter (map) the probability in percentage to win the opportunity. For example, 85%.

Creation Date

Enter (map) the date on which the opportunity is created. See the list of supported date and time formats.

Expected Close Date

Enter (map) the date on which the opportunity is expected to close. See the list of supported date and time formats.

Brief

Enter (map) the short summary of the opportunity.

Staffs

Add the staff assigned to the opportunity.

Contacts

Add the Contact IDs associated with the opportunity.

Sticky Note

Enter (map) the note text that you want to keep as a sticky note.

Smart Tags

Add the tags applicable to the opportunity.

Type of Opportunity

Select or map the opportunity type. For example, service.

Searches opportunities by criteria.

Connection

Establish a connection to your Sellsy account.

Filter

Select or map the filter to list the opportunities that match the specified criteria.

Business Sector

Select or map the business area to list the opportunities that match the specified business.

Order By

Select or map the direction in which you want to list the opportunities. For example, Ascending.

Limit

Set the maximum number of opportunities Make should return during one execution cycle.

Updates an opportunity by its ID.

Connection

Establish a connection to your Sellsy account.

Opportunity ID

Select or map the Opportunity ID whose details you want to update.

Linked Contact Type

Select or map the contact type for which you are creating the opportunity.

Linked Prospect ID

Select or map the Prospect ID for which you are creating the opportunity.

Opportunity ID

Enter (map) the Opportunity ID.

Source

Select or map the source of the opportunity, For example, internal.

Name

Enter (map) the opportunity name.

Pipeline

Select or map the pipeline related to the opportunity.

Pipeline Step

Select or map the pipeline step applicable to the opportunity.

Amount

Enter (map) the amount involved in the opportunity.

Likelihood of Success in %

Enter (map) the probability in percentage to win the opportunity. For example, 85%.

Creation Date

Enter (map) the date on which the opportunity is created. See the list of supported date and time formats.

Expected Close Date

Enter (map) the date on which the opportunity is expected to close. See the list of supported date and time formats.

Brief

Enter (map) the short summary of the opportunity.

Staffs

Add the staff assigned to the opportunity.

Contacts

Add the Contact IDs associated with the opportunity.

Sticky Note

Enter (map) the note text that you want to keep as a sticky note.

Smart Tags

Add the tags applicable to the opportunity.

Type of Opportunity

Select or map the opportunity type. For example, service.

Creates a new event.

Connection

Establish a connection to your Sellsy account.

Label

Enter (map) a label for the event. For example, Holidays.

Title

Enter (map) the event name.

Description

Enter (map) the details of the event.

Start Date

Enter (map) the date on which the event starts.

End Date

Enter (map) the date on which the event ends.

All Day Task

Select whether the event is for all day.

Private Task

Select whether the event is private.

Staffs

Add the staff working on the event:

Staff ID - Select or map the Staff ID.

Can Edit - Select whether the staff has editing permissions.

Alerts

Select or map the frequency to receive the alerts. For example, 1 hour before, 1 day, or 1 week.

Related Entity

Select or map the entity related to the event:

  • Client / Prospect / Supplier

  • Contact

  • Opportunity

Client / Prospect / Supplier

Select or map the Client ID, Prospect ID, or Supplier ID.

Contact ID

Select or map the Contact ID.

Opportunity ID

Select or map the Opportunity ID.

Recurring Event

Select whether this event is recurring.

Creates a new task.

Connection

Establish a connection to your Sellsy account.

Label

Enter (map) a label for the task. For example, Holidays.

Title

Enter (map) the task name.

Description

Enter (map) the details of the task.

Start Date

Enter (map) the date on which the work on the task starts.

End Date

Enter (map) the date on which the work on the task ends.

Private Task

Select whether the event is private.

Staffs

Add the staff working on the task:

Staff ID - Select or map the Staff ID.

Can Edit - Select whether the staff has editing permissions for the task.

Alerts

Select or map the frequency to receive the alerts for the task. For example, 1 hour before, 1 day, or 1 week.

Related Entity

Select or map the entity related to the task:

  • Client / Prospect / Supplier

  • Contact

  • Opportunity

Client / Prospect / Supplier

Select or map the Client ID, Prospect ID, or Supplier ID.

Contact ID

Select or map the Contact ID.

Opportunity ID

Select or map the Opportunity ID.

Performs an arbitrary authorized API call.

Connection

Establish a connection to your Sellsy account.

URL

Enter a path relative to https://apifeed.sellsy.com/. For example, /0

Note

For the list of available endpoints, refer to the Sellsy API Documentation.

Method

Select the HTTP method you want to use:

GET

to retrieve information for an entry.

POST

to create a new entry.

PUT

to update/replace an existing entry.

PATCH

to make a partial entry update.

DELETE

to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - List Suppliers

The following API call returns all the suppliers from your Sellsy account:

URL: /0

Method: POST

Body: io_mode=json&do_in={"method":"Supplier.getList","params":{}}

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Matches of the search can be found in the module's Output under Bundle > Body > response > result. In our example, 9 suppliers were returned:

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Creates a new comment.

Connection

Establish a connection to your Sellsy account.

Entity to Comment

Select or map the entity for which you want to create the comment.

Client / Prospect / Supplier ID

Enter (map) the Client, Prospect, or Supplier ID for whom you want to create the comment.

Contact ID

Enter (map) the Contact ID for whom you want to create the comment.

Opportunity ID

Enter (map) the Opportunity ID for whom you want to create the comment.

Task ID

Enter (map) the Task ID for whom you want to create the comment.

Comment

Enter (map) the comment text.

Comment Date

Enter (map) the date on which the comment was created.

Parent Comment ID

Enter (map) the Parent Comment ID if this is a sub comment.