TidyCal + Sellsy Integration

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TidyCal + Sellsy Integration

Create Sellsy deal for new TidyCal event

In your business, you may need to track when someone is invited to an event. You can do this by creating a deal in Sellsy.

But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in TidyCal, it will trigger a corresponding deal creation in Sellsy.

This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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TidyCal + Sellsy Integration

Create Sellsy task for new TidyCal event

Creating task in Sellsy is a great way to keep track of task that need to be completed when an event is created in your TidyCal account.

With the help of this integration, when an event is created, a task will be automatically created in Sellsy and will include the details of the event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
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TidyCal + Sellsy Integration
1.
  • TidyCal
    Booking is created in TidyCal
  • TidyCal
    Booking is cancelled in TidyCal
  • TidyCal
    Contact is created in TidyCal
  • Sellsy
    Contact is created in Sellsy Instant
  • Sellsy
    Contact is updated in Sellsy Instant
  • Sellsy
    Opportunity is created in Sellsy Instant
  • Sellsy
    Opportunity status is changed in Sellsy Instant
  • Sellsy
    Task is updated in Sellsy Instant
  • Sellsy
    Task is deleted in Sellsy Instant
  • Sellsy
    Task is created in Sellsy Instant
  • Sellsy
    Company is created in Sellsy Instant
  • Sellsy
    Company is updated in Sellsy Instant
2.
  • TidyCal
    Get Fields in TidyCal
  • Sellsy
    Create a company in Sellsy
  • Sellsy
    Update company in Sellsy
  • Sellsy
    Search company by name in Sellsy
  • Sellsy
    Create a contact in Sellsy
  • Sellsy
    Search contact by email in Sellsy
  • Sellsy
    Update a contact in Sellsy
  • Sellsy
    Create an opportunity in Sellsy
  • Sellsy
    Create a task in Sellsy
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