Connect Sellsy to Cubo Crm

Both apps 44Sellsy 24Cubo Crm 20

• Trigger
  Deleted Task

  Triggers when a task is deleted.

• Trigger
  New Company

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

• Trigger
  New Contact

  Triggers when a new contact is created.

• Trigger
  New Opportunity

  Triggers when a new opportunity is created.

• Trigger
  New Task

  Triggers when a new task is created.

• Trigger
  Updated Company

  Triggers when a company (client or prospect) is updated.

• Trigger
  Updated Contact

  Triggers when a contact is updated.

• Trigger
  Updated Opportunity Status

  Triggers when the status is changed on an opportunity.

• Trigger
  Updated Task

  Triggers when a task is updated.

• Action
  Create Annotation

  Creates a new annotation.

• Action
  Create Company

  Creates a new company (prospect or client).

• Action
  Create Contact

  Creates a new contact.

• Action
  Create Opportunity

  Creates an opportunity.

• Action
  Create Task

  Creates a new Task.

• Action
  Create/Update Company

  Creates a new company (prospect or client). Make an update if we found an existing company with provided email.

• Action
  Create/Update Contact

  Creates a new contact. Make an update if we found an existing contact with provided email.

• Action
  Delete Task

  Deletes a Sellsy task.

• Action
  Find Company

  Finds an existing company (prospect or client).

• Action
  Find Contact

  Finds an existing contact.

• Action
  Get Opportunity

  Returns one Sellsy opportunity by id.

• Action
  Get Task

  Returns one Sellsy task by id.

• Action
  List Opportunity Pipeline Steps

  Lists the steps of a pipeline; supplies the required step id for Create Opportunity.

• Action
  Update Opportunity

  updates an existing opportunity's fields, including its status (open/won/lost/cancelled/...) and pipeline step; a status change fires the opportunity.status webhook event.

• Action
  Update Task

  updates a task's title, description, due date, status etc.; fires task.updated.

• Action
  Add activity

  Create an activity. POST activities; docs "Criar nova atividade".

• Action
  Add deal

  Create a deal (Negociação). POST on the deals resource; see docs.cubosuite.com.br "Criar novo negócio".

• Action
  Add note

  Create a note (Anotação). POST notes; docs "Criar nova anotação".

• Action
  Add organization

  Create an organization. POST organizations; docs "Criar nova organização".

• Action
  Add person

  Create a person (Pessoa). POST on persons; docs "Criar nova pessoa".

• Action
  Add product

  Create a product. POST products; docs "Criar novo produto".

• Action
  Delete deal

  Delete a deal by ID. DELETE on deals/{id}; docs "Excluir negócio".

• Action
  Delete person

  Delete a person by ID.

• Action
  Get deal

  Get a deal by ID. GET on deals/{id}; docs.cubosuite.com.br "Obter negócio por ID".

• Action
  Get organization

  Get an organization by ID.

• Action
  Get person

  Get a person by ID.

• Action
  List organizations

  List all organizations. GET organizations; docs "Listar todas as organizações".

• Action
  List people

  List all people. GET persons; docs "Listar todas as pessoas".

• Action
  List pipelines

  List all pipelines (Funis). GET pipelines; docs "Listar todos os funis".

• Action
  List products

  List all products. GET products; docs "Listar todos os produtos".

• Action
  List stages

  List all stages of a pipeline by pipeline ID; docs "Buscar todos os estágios do funil pelo ID".

• Action
  Update activity

  Update an activity by ID.

• Action
  Update deal

  Update a deal by ID. PUT on deals/{id}; docs "Atualizar negócio".

• Action
  Update organization

  Update an organization by ID.

• Action
  Update person

  Update a person by ID.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.