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 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.
How do you connect Sellsy to Make?
- 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.
- 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.
- 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.
Build your first Sellsy scenario in Make
GoalWhen an opportunity changes status in Sellsy, Make creates the matching follow-up task in Sellsy.
- 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.
- 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.
- 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.
- 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.
- 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.
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.
Watch Contact Created
Instant triggerIn Make“Triggers 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.
Watch Contact Updated
Instant triggerIn Make“Triggers 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.
Watch Company Created
Instant triggerIn Make“Triggers 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.
Watch Company Updated
Instant triggerIn Make“Triggers 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.
Watch Opportunity Created
Instant triggerIn Make“Triggers 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.
Watch Opportunity Status Updated
Instant triggerIn Make“Triggers 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.
Watch Task Created
Instant triggerIn Make“Triggers 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.
Watch Task Updated
Instant triggerIn Make“Triggers 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.
Watch Task Deleted
Instant triggerIn Make“Triggers 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.
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.
Modules index
Contacts
5 modulesCreate a Contact
ActionIn Make“Creates 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.
Update a Contact
ActionIn Make“Updates an existing contact.”
Rewrites an existing contact with newer details, keeping Sellsy accurate when information changes in another app your team relies on.
Get a Contact
ActionIn Make“Retrieves an existing contact.”
Reads the full record of one contact you already know about, which gives later modules everything they need about that person.
Search Contacts
SearchIn Make“Searches 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.
Delete a Contact
ActionIn Make“Removes 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.
Companies
5 modulesCreate a Company
ActionIn Make“Creates 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.
Update a Company
ActionIn Make“Updates 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.
Get a Company
ActionIn Make“Retrieves 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.
Search Companies
SearchIn Make“Searches 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.
Delete a Company
ActionIn Make“Removes 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.
Opportunities
5 modulesCreate an Opportunity
ActionIn Make“Creates 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.
Update an Opportunity
ActionIn Make“Updates 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.
Get an Opportunity
ActionIn Make“Retrieves an existing opportunity.”
Reads one deal in full so later modules can reuse its details in messages, documents or reports.
Search Opportunities
SearchIn Make“Searches 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.
Delete an Opportunity
ActionIn Make“Removes 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.
Tasks
5 modulesCreate a Task
ActionIn Make“Creates 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.
Update a Task
ActionIn Make“Updates 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.
Get a Task
ActionIn Make“Retrieves an existing task.”
Reads one task in full so your scenario knows what it is about before deciding what to do next.
Search Tasks
SearchIn Make“Searches 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.
Delete a Task
ActionIn Make“Removes 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.
Events
5 modulesCreate a Calendar Event
ActionIn Make“Creates 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.
Update a Calendar Event
ActionIn Make“Updates 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.
Get a Calendar Event
ActionIn Make“Retrieves an existing calendar event.”
Reads one calendar event in full, giving later modules what they need to build reminders or notes.
Search Calendar Events
SearchIn Make“Searches 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.
Delete a Calendar Event
ActionIn Make“Removes 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.
Comments
5 modulesCreate a Comment
ActionIn Make“Creates 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.
Update a Comment
ActionIn Make“Updates 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.
Get a Comment
ActionIn Make“Retrieves an existing comment.”
Reads a single comment in full so its text can be forwarded, analyzed or copied into another tool.
Search Comments
SearchIn Make“Searches 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.
Delete a Comment
ActionIn Make“Removes 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.
Other
1 moduleMake an API Call
ActionIn Make“Performs 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.
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