Sellsy integration with Email by Nekton
How to Send emails for new Sellsy opportunities
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send emails for new Sellsy opportunities" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Sellsy integrations
Sellsy actions
Nekton can use any feature that is available in Sellsy API.
Using our advanced AI, you can easily create custom automations for Sellsy.
Here are some typical actions you can do in your automated workflows.
Create Contact
Creates a new contact.
Create Opportunity
Creates an opportunity.
Create Company
Creates a new company (prospect or client).
Find Company
Finds an existing company (prospect or client).
Finds or creates Company
Finds or creates Company
Create Annotation
Creates a new annotation.
About Sellsy
Sellsy is a single tool that tracks all your customer cycles.