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Sellsy Make integrationAutomate Sellsy with Make.

Can Make keep your Sellsy CRM moving without copy and paste? The Sellsy Make integration gives you 40 modules, nine of them instant triggers, across contacts, companies, opportunities, tasks, events and comments. This guide shows sales and ops teams how to connect the account and ship a first scenario.

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What you can automate

What can the Sellsy Make integration automate?

The Sellsy Make integration links your Sellsy account to Make, a no-code tool where you build a scenario: a chain of modules that runs by itself. Each module is one brick, like a trigger that listens to Sellsy or an action that writes into it, so records move between Sellsy and your other apps without manual entry.

A follow-up task for every deal that moves. Watch Opportunity Status Updated fires the moment a rep changes a stage, and Create a Task drops the next step into Sellsy for the rep to pick up. Nobody has to remember to plan the call.

Clean company records from your forms. When a lead arrives from another app, Search Companies checks whether the business already exists, then Create a Company or Update a Company writes the result. A search can return zero, one or several items, so the scenario decides which path to take.

A shared trace of what changed. Watch Contact Updated or Watch Task Deleted can post a note with Create a Comment, or send the change to a spreadsheet such as the one described on the Airtable Make integration page.

What Make does not cover out of the box: the listed modules stop at contacts, companies, opportunities, tasks, calendar events and comments. For any other Sellsy API endpoint, the Make an API Call module reuses the same connection. If you are still choosing a tool, read n8n vs Make. It sets out the criteria side by side, without taking this page's word for it.

Connect

How do you connect Sellsy to Make?

  1. 01

    Create API access in Sellsy

    Log in to Sellsy and open Menu > Settings > Developer Portal. Click API V2 (beta), then Create API access, pick the access type, fill in the details Sellsy asks for and click Save.

  2. 02

    Copy the client credentials

    Sellsy now shows a Client ID and a Client Secret. Copy both to a safe place, such as a password manager. They act like a key to your CRM, so keep them out of shared documents and chat threads.

  3. 03

    Paste them into Make

    In your Make scenario, add any Sellsy module and click Create a connection. Give it a name you will recognize, paste the Client ID and Client Secret, then click Save. That connection is your Sellsy account linked once, and every Sellsy module reuses it.

First scenario

Build your first Sellsy scenario in Make

GoalWhen an opportunity changes status in Sellsy, Make creates the matching follow-up task in Sellsy.

  1. 01

    Create the scenario

    Open the Scenarios page in Make, create a new scenario and click the big +. This first slot holds the module that starts everything.

  2. 02

    Add the Sellsy trigger

    Search for Sellsy, choose Watch Opportunity Status Updated and pick the connection you made earlier. It is an instant trigger: Sellsy calls Make through a webhook the moment a status changes.

  3. 03

    Add the task action

    Click the + on the right of the trigger and add Create a Task. Map the opportunity data from the first module into the task fields, so the task points to the deal that just moved.

  4. 04

    Test with Run once

    Click Run once, then change a test opportunity's status in Sellsy. Each module shows the bundles it received, one bundle being one item passed along. Check that the new task looks right.

  5. 05

    Switch it on

    Save and switch the scenario on. From now on, every status change sends a bundle to Make, and each module run counts as one operation on your Make plan.

Triggers

Sellsy triggers in Make

9 modules start a scenario when something happens in Sellsy. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Sellsy as soon as it happens.

Sellsy1Watch Contact Created

Watch Contact Created

Instant trigger

In MakeTriggers when a new contact is created.

This trigger starts your scenario each time someone adds a person to Sellsy, so a new contact can reach your newsletter tool or your team chat without anyone retyping it.

How it fires
instant, Sellsy calls Make through a webhook as soon as the contact exists.
When to use it
a sales rep logs a new buyer after a trade show call and the welcome sequence should start right away.
Watch out
contacts created by another of your scenarios may wake it as well, so check that two flows are not feeding each other.
Sellsy2Watch Contact Updated

Watch Contact Updated

Instant trigger

In MakeTriggers when a contact is updated.

You get a fresh bundle every time a contact record changes in Sellsy, which keeps other tools in step with the latest details your reps enter.

How it fires
instant, Sellsy pings Make by webhook the moment the edit is saved.
When to use it
your support desk or mailing list must reflect the details your sales team corrects in the CRM.
Watch out
if the same scenario then runs Update a Contact on that person, it may wake itself up again. Add a filter so it only reacts to edits made by people.
Sellsy3Watch Company Created

Watch Company Created

Instant trigger

In MakeTriggers when a new company (client or prospect) is created.

Every new company in Sellsy, client or prospect, can open a scenario that prepares what comes next: a shared folder, a row in a tracking sheet, an alert for the account manager.

How it fires
instant, Sellsy notifies Make through a webhook once the company is saved.
When to use it
onboarding starts the day a prospect becomes a real account, and you want the setup steps to happen without a reminder.
Watch out
clients and prospects both trigger it, so add a filter if only one kind matters.
Sellsy4Watch Company Updated

Watch Company Updated

Instant trigger

In MakeTriggers when a company (client or prospect) is updated.

Changes to a company record, such as a new address or a switch from prospect to client, reach Make as a bundle you can pass on to billing, reporting or messaging tools.

How it fires
instant, Sellsy sends the update to Make by webhook as soon as it is saved.
When to use it
finance works from another tool and needs the company details your sales team just corrected.
Watch out
any edit wakes the scenario, even a small one. Use a filter on the field that actually matters to avoid spending operations on noise.
Sellsy5Watch Opportunity Created

Watch Opportunity Created

Instant trigger

In MakeTriggers when a new opportunity is created.

A brand new opportunity in Sellsy becomes the starting signal for your pipeline routine, so the deal gets announced, assigned and logged the moment it appears.

How it fires
instant, Sellsy calls Make through a webhook as soon as the opportunity is created.
When to use it
a sales manager wants a message in the team channel for each new deal, so nobody misses it.
Watch out
the bundle describes the deal at creation time; details added later arrive through Watch Opportunity Status Updated or Get an Opportunity instead.
Sellsy6Watch Opportunity Status Updated

Watch Opportunity Status Updated

Instant trigger

In MakeTriggers when an opportunity status is changed.

This is the trigger to pick when a deal moving forward, or getting lost, should set off a chain of work: tasks, emails, a handover to delivery.

How it fires
instant, Sellsy tells Make by webhook the moment the status changes.
When to use it
a deal is marked as won and your project team needs a kickoff task, or it is lost and marketing should move the contact to a nurture list.
Watch out
it only watches the status, not other edits to the opportunity. Add a router or filter to handle each status on its own path.
Sellsy7Watch Task Created

Watch Task Created

Instant trigger

In MakeTriggers when a new task is created.

Each task added in Sellsy can be mirrored somewhere your team already looks, like a project board, a calendar or a chat message, so nothing sits unseen in the CRM.

How it fires
instant, Sellsy alerts Make by webhook right after the task is created.
When to use it
account managers live in another to-do app and still need the calls their sales colleagues assign in Sellsy.
Watch out
tasks your own scenarios create may fire it as well, so tag them or filter them out before copying them elsewhere.
Sellsy8Watch Task Updated

Watch Task Updated

Instant trigger

In MakeTriggers when a task is updated.

When a task changes, whether a new due date, a new owner or a completion, Make receives the update and can keep other tools and people in the loop.

How it fires
instant, the change reaches Make through a webhook as soon as it is saved in Sellsy.
When to use it
a manager wants to hear about it when a follow-up call is marked done, without opening the CRM.
Watch out
if the scenario itself runs Update a Task on the same record, it may trigger again; a filter that skips the scenario's own edits breaks that loop.
Sellsy9Watch Task Deleted

Watch Task Deleted

Instant trigger

In MakeTriggers when a task is deleted.

Removing a task in Sellsy does not have to leave a copy stranded in another tool: this trigger lets your scenario clean up or record the deletion elsewhere.

How it fires
instant, Sellsy informs Make by webhook as soon as the task is gone.
When to use it
tasks are mirrored in a shared calendar or project board, and deleted ones should disappear there too.
Watch out
the task no longer exists in Sellsy, so a Get a Task placed after this trigger has nothing to read. Work with what the bundle carries.
Modules

What the Sellsy modules can do in Make

Sellsy gives you 31 modules in 7 groups. For each one: what it does for you, when to reach for it, and what to watch out for.

Contacts

5 modules
Sellsy1

Create a Contact

Action

In MakeCreates a new contact.

Adds a new person to Sellsy from data arriving elsewhere, like a web form, a webinar sign-up or a scanned business card, so your CRM fills itself.

When to use it
leads come in through a form tool and the sales team should find them in Sellsy without typing.
Watch out
run Search Contacts first, otherwise the same person can land twice.
Sellsy2

Update a Contact

Action

In MakeUpdates an existing contact.

Rewrites an existing contact with newer details, keeping Sellsy accurate when information changes in another app your team relies on.

When to use it
a customer edits their email in your support portal and the CRM should follow.
Watch out
you need to point it at the right contact, usually one found by Search Contacts or passed by a trigger. Empty mapped values may overwrite good data, so test with Run once.
Sellsy3

Get a Contact

Action

In MakeRetrieves an existing contact.

Reads the full record of one contact you already know about, which gives later modules everything they need about that person.

When to use it
a trigger on a task or a comment only brings a reference to the contact, and your email step needs the name and address.
Watch out
it returns a single record. To look someone up by a detail such as an email, Search Contacts is the better pick.
Sellsy4

Search Contacts

Search

In MakeSearches for contacts or lists them all.

Looks through your Sellsy contacts, or lists them all, and hands each match to the next module as its own bundle.

When to use it
before creating someone, to check the person is not already in the CRM, or to export a batch of contacts to a sheet.
Watch out
it can return zero, one or many results. Plan what happens when nothing matches, and add a filter when you only want the first one.
Sellsy5

Delete a Contact

Action

In MakeRemoves an existing contact.

Removes a contact from Sellsy on a signal from your scenario, which helps when an unsubscribe or a data request comes from another tool.

When to use it
a person asks to be erased through your privacy form and the CRM entry must go as well.
Watch out
treat it as final. Test it on a dummy contact with Run once, and put a filter in front so only the intended records reach it.

Companies

5 modules
Sellsy6

Create a Company

Action

In MakeCreates a new company.

Opens a new company record in Sellsy, client or prospect, from information collected elsewhere, so accounts appear in the CRM the moment they exist in your process.

When to use it
a quote request form names a business the sales team has never dealt with.
Watch out
check with Search Companies first, since company names are often typed slightly differently and duplicates pile up fast.
Sellsy7

Update a Company

Action

In MakeUpdates an existing company.

Brings an existing company record up to date with what another tool knows, whether an address change, a new status or an enriched field.

When to use it
your accounting app holds the latest billing address and Sellsy should match it.
Watch out
if the same scenario starts with Watch Company Updated, this module can fire it again; a filter keeps the scenario from chasing its own edits.
Sellsy8

Get a Company

Action

In MakeRetrieves an existing company.

Fetches one company record in full, handy when a trigger or another module only gives you a reference and you need the details behind it.

When to use it
a new opportunity arrives and the welcome email should mention the client's full company name and address.
Watch out
it needs to know which company to read, so map it from an earlier module rather than typing it in by hand.
Sellsy9

Search Companies

Search

In MakeSearches for companies or lists them all.

Finds companies in Sellsy that match what you are looking for, or lists them all, and passes each one on as a separate bundle.

When to use it
to decide between Create a Company and Update a Company when a new lead mentions an employer.
Watch out
every returned company runs the modules that follow, and each run costs operations. Narrow the search when the list can be long.
Sellsy10

Delete a Company

Action

In MakeRemoves an existing company.

Takes a company out of Sellsy when your scenario decides the record should no longer exist, for instance after a merge or a cleanup decided in another tool.

When to use it
a duplicate account is flagged in a review sheet and marked for removal.
Watch out
treat the deletion as final. Keep a filter right before it and try it on a test company first.

Opportunities

5 modules
Sellsy11

Create an Opportunity

Action

In MakeCreates a new opportunity.

Starts a new deal in your Sellsy pipeline from an event outside the CRM, so promising requests never wait in an inbox.

When to use it
a prospect books a demo or fills a pricing request, and the sales team should see the deal in the pipeline straight away.
Watch out
link it to the right company or contact, found first with a search module, or the deal will float without an owner account.
Sellsy12

Update an Opportunity

Action

In MakeUpdates an existing opportunity.

Changes an existing deal in Sellsy, keeping the pipeline honest when something happens outside the CRM, like a signed quote or a payment.

When to use it
an e-signature tool confirms the contract and the deal should reflect it without a rep stepping in.
Watch out
a change of status here can start any scenario built on Watch Opportunity Status Updated, which is useful but worth knowing before you chain them.
Sellsy13

Get an Opportunity

Action

In MakeRetrieves an existing opportunity.

Reads one deal in full so later modules can reuse its details in messages, documents or reports.

When to use it
a comment or task trigger mentions a deal and your chat alert should show its details.
Watch out
it reads a single opportunity you already point to. To find deals by criteria, go with Search Opportunities.
Sellsy14

Search Opportunities

Search

In MakeSearches for opportunities or lists them all.

Pulls the deals that match your criteria, or the whole list, and sends each one down the scenario as its own bundle.

When to use it
building a pipeline report in a spreadsheet, or checking that a company has no open deal before creating one.
Watch out
a large pipeline means many bundles and many operations downstream. Filter the search and add an aggregator if you want one summary instead of a row per deal.
Sellsy15

Delete an Opportunity

Action

In MakeRemoves an existing opportunity.

Erases a deal from Sellsy when your scenario decides it should go, for example a test entry or a duplicate spotted elsewhere.

When to use it
your data quality sheet lists deals created by mistake and you want them gone without clicking through the CRM.
Watch out
consider Update an Opportunity to mark it as lost instead, which keeps the history. Deletion should be the last resort.

Tasks

5 modules
Sellsy16

Create a Task

Action

In MakeCreates a new task.

Puts a to-do in Sellsy for the right person at the right moment, so follow-ups come from the process and not from memory.

When to use it
a deal is won, a form comes in or a customer replies, and someone must call them back.
Watch out
Watch Task Created may fire for these tasks too. If both live in your account, filter out the ones your scenario makes.
Sellsy17

Update a Task

Action

In MakeUpdates an existing task.

Edits an existing Sellsy task, for example to close it, reschedule it or hand it to someone else, based on what happened in another tool.

When to use it
the call was logged in your phone system, so the matching task in the CRM can be marked done.
Watch out
it can wake Watch Task Updated. Point it at the exact task, found by Search Tasks or passed by a trigger.
Sellsy18

Get a Task

Action

In MakeRetrieves an existing task.

Reads one task in full so your scenario knows what it is about before deciding what to do next.

When to use it
a comment arrives about a task and your alert should quote what the task was about.
Watch out
a deleted task cannot be read anymore, so it has no place after Watch Task Deleted. For several tasks at once, use Search Tasks.
Sellsy19

Search Tasks

Search

In MakeSearches for tasks or lists them all.

Lists the tasks in Sellsy, all of them or the ones matching your criteria, and passes each as a separate bundle to the next module.

When to use it
sending a digest of overdue follow-ups to each rep, or finding the open task to close after a call.
Watch out
with no criteria it can return a long list. Each result runs every module after it, so narrow the search before you connect expensive steps.
Sellsy20

Delete a Task

Action

In MakeRemoves an existing task.

Removes a task from Sellsy when it no longer makes sense, which keeps reps from chasing work that another tool already cancelled.

When to use it
a meeting is cancelled in the calendar and the preparation task linked to it should go.
Watch out
this can fire Watch Task Deleted if you use it. Prefer Update a Task to close tasks you may want to keep in the history.

Events

5 modules
Sellsy21

Create a Calendar Event

Action

In MakeCreates a new calendar event.

Adds an event to the Sellsy calendar, such as a demo or a client meeting, so the agenda in the CRM matches what was booked elsewhere.

When to use it
a prospect picks a slot in a booking tool, like the one on the Acuity Scheduling Make integration page, and the rep should see it in Sellsy.
Watch out
check the result with Run once before switching on, since a wrong date mapping is easy to miss.
Sellsy22

Update a Calendar Event

Action

In MakeUpdates an existing calendar event.

Moves or edits an existing Sellsy event when the plan changes outside the CRM, so reps do not show up at the old time.

When to use it
the client reschedules through your booking page and the Sellsy calendar should follow.
Watch out
it needs the exact event to change, usually found with Search Calendar Events first. Without it, you risk editing the wrong meeting.
Sellsy23

Get a Calendar Event

Action

In MakeRetrieves an existing calendar event.

Reads one calendar event in full, giving later modules what they need to build reminders or notes.

When to use it
a reminder message sent before a client meeting should include the meeting details stored in Sellsy.
Watch out
it reads one event you already point to. When you do not know which event yet, start with Search Calendar Events.
Sellsy24

Search Calendar Events

Search

In MakeSearches for calendar events or lists them all.

Finds events in the Sellsy calendar, or lists them all, and returns each one as a bundle your scenario can loop over.

When to use it
preparing a list of upcoming client meetings for the team, or locating the event to move after a reschedule.
Watch out
like any search, it can bring back nothing. Add a filter or router so the scenario knows what to do in that case.
Sellsy25

Delete a Calendar Event

Action

In MakeRemoves an existing calendar event.

Cancels an event in the Sellsy calendar when a meeting is called off somewhere else, so nobody keeps a slot that no longer exists.

When to use it
the prospect cancels through your booking tool and the CRM agenda should free the time.
Watch out
there is no trigger for deleted events, so nothing downstream will hear about it unless this scenario tells them.

Comments

5 modules
Sellsy26

Create a Comment

Action

In MakeCreates a new comment.

Posts a note in Sellsy, which turns your scenario into a logbook: what happened in other tools becomes visible to anyone opening the record.

When to use it
a customer answers a survey or opens a support ticket, and the rep should read it next to the deal.
Watch out
keep the text short and clear. Start it with the source tool's name so readers can tell automated notes apart.
Sellsy27

Update a Comment

Action

In MakeUpdates an existing comment.

Edits a comment already in Sellsy, useful when your scenario keeps one running note up to date rather than posting a new one each time.

When to use it
a status line on a deal, such as the latest payment state, should always show one current version.
Watch out
you need the exact comment to edit, typically found with Search Comments. Editing someone's handwritten note by mistake is easy to miss.
Sellsy28

Get a Comment

Action

In MakeRetrieves an existing comment.

Reads a single comment in full so its text can be forwarded, analyzed or copied into another tool.

When to use it
a manager wants the latest note on a key account sent to them by email or chat.
Watch out
it only fetches a comment you already identify. To browse notes on a record or across the account, Search Comments is the module to start with.
Sellsy29

Search Comments

Search

In MakeSearches for comments or lists them all.

Brings back the comments that match your criteria, or all of them, each as its own bundle for the next step.

When to use it
exporting the notes on a deal to a document before a handover, or finding the running note that Update a Comment should refresh.
Watch out
many results mean many operations. Add an aggregator after it if you want a single text block rather than one action per comment.
Sellsy30

Delete a Comment

Action

In MakeRemoves an existing comment.

Removes a comment from Sellsy, which helps keep records clean when automated notes pile up or a note was posted by mistake.

When to use it
a test run of your scenario left dummy comments on real deals and you want them gone.
Watch out
the removal is meant to be permanent. Filter on a text marker so only automated notes can be deleted.

Other

1 module
Sellsy31

Make an API Call

Action

In MakePerforms an arbitrary authorized API call.

Reaches any part of the Sellsy API that the other modules leave out, using the same connection you already set up.

When to use it
you need an object that has no dedicated module here, such as an item covered in the Sellsy API documentation but not in this list.
Watch out
you write the request yourself from the API docs. If your scenario gets stuck, the Make training covers this module step by step.
Need help

Need help automating Sellsy with Make?

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FAQ

Sellsy and Make: frequent questions

01Is the Sellsy Make integration free?
Yes, Sellsy is a standard app in Make, so its modules work on the Free plan. That plan lets you keep 2 active scenarios, runs scheduled scenarios at most every 15 minutes, stops each run after 5 minutes and caps transfer at 512 MB. Paid plans (Core, Pro, Teams and Enterprise) lift the interval to 1 minute, allow unlimited active scenarios and count usage in credits, meaning operations, per month. Your Sellsy subscription is separate and not covered here.
02What do you need to connect Sellsy to Make?
A Sellsy account with access to the Developer Portal and a Make account. In Sellsy, go to Menu, Settings, Developer Portal, then API V2 (beta) and Create API access, choose the access type and save. Copy the Client ID and Client Secret. In Make, add a Sellsy module, click Create a connection and paste both values. If some data stays out of reach, extra scopes are available under Show advanced settings.
03Do Sellsy triggers in Make react as soon as something changes?
Yes. All nine Sellsy triggers are instant: Sellsy calls Make through a webhook as soon as a contact, company, opportunity or task is created or changed, or a task is deleted. You do not wait for a polling interval, as long as the scenario is switched on. Calendar events and comments have no trigger, so to react to them you would start a scenario on a schedule and use Search Calendar Events or Search Comments.
04What if a Sellsy module is missing in Make?
Use Make an API Call. It sends any request the Sellsy API accepts, with the same connection as the other modules, so you are not limited to contacts, companies, opportunities, tasks, events and comments. You write the request from the Sellsy API documentation, which takes more care than a ready-made module. The documentation for this app lists no numeric limits, so test with Run once before switching a scenario on.
05Should you use Make or n8n for Sellsy?
It depends on what you need to build. Make offers 40 Sellsy modules, including nine instant triggers and a generic API call, so most CRM flows can be assembled from the editor without code. Before deciding, check whether n8n has a Sellsy node and whether it covers the objects you care about, then compare both on the modules they list and how your team prefers to work. The comparison page on this site walks through the other criteria.