Sellsy + Workast Integration

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Sellsy + Workast Integration

Create Workast task for new Sellsy contact

Sellsy and Workast are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Sellsy, do you also create a task in Workast? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Sellsy + Workast Integration

Create Workast task for new Sellsy task

Sellsy provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Sellsy. Workast is a great tool for this.

All you need to do is - integrate Workast with Sellsy to create task in Workast automatically when certain task occur in Sellsy. This can save you time by not having to manually create tasks in both systems.
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Sellsy + Workast Integration

Create Workast task for new Sellsy deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Workast to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Sellsy? Well now there is!

With our integration between Sellsy and Workast, creating task in Workast is now easier than ever. Whenever a deal is created in Sellsy, you can automatically create a corresponding task in Workast to keep your team up-to-date.
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Sellsy + Workast Integration
1.
  • 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
  • Workast
    Task is created in Workast
2.
  • 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 contact in Sellsy
  • Sellsy
    Create an opportunity in Sellsy
  • Sellsy
    Create a task in Sellsy
  • Workast
    Create Task in Workast
  • Workast
    Create Space in Workast
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