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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

• A Sellsy account - you can create a Sellsy account at go.sellsy.com/en/.

Note

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

Connecting Sellsy to Ibexa Connect

To connect the Sellsy app with the Ibexa Connect:

1. Log in to your Sellsy account.

2. Log in to your Ibexa Connect and add a module from the SegMetrics into a Ibexa Connectscenario.

3. Click Add next to the Connection field.

4. In the Connection name field, enter a name for the connection. Click Save.

5. You have successfully connected the Sellsy app with Ibexa Connect and can now build scenarios.

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

Watch Events

Triggers by predefined POST webhook on Sellsy.

Webhook Name	Enter a name for the webhook.

Clients

Create a Client

Creates a new client.

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.

Search Clients

Searches clients by criteria.

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 Ibexa Connect should return during one execution cycle.

Update a Client

Updates a client by its ID.

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.

Prospects

Create a Prospect

Creates a new prospect.

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.

Search Prospects

Searches prospects by criteria.

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 Ibexa Connect should return during one execution cycle.

Update a Prospect

Updates a prospect by its ID.

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.

Suppliers

Create a Supplier

Creates a new supplier.

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.

Search Suppliers

Searches contacts by criteria.

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 Ibexa Connect should return during one execution cycle.

Update a Supplier

Updates a contact by its ID.

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.

Contacts

Create a Contact

Creates a new contact.

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.

Search Contacts

Searches contacts by criteria.

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 Ibexa Connect should return during one execution cycle.

Update a Contact

Updates a contact by its ID.

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.

Opportunities

Create an Opportunity

Creates a new opportunity.

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.

Search Opportunities

Searches opportunities by criteria.

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 Ibexa Connect should return during one execution cycle.

Update an Opportunity

Updates an opportunity by its ID.

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.

Agenda

Create an Event

Creates a new event.

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.

Create a Task

Creates a new task.

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.

Other

Make an API Call

Performs an arbitrary authorized API call.

URL

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

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":{}}

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

Create a Comment

Creates a new comment.

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.