Connect Sellsy to Dwolla

Both apps 43Sellsy 24Dwolla 19

• 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 beneficial owner

  Adds a beneficial owner (an individual owning 25% or more) to a verified business customer, identified by SSN for US owners or by passport for non-US owners.

• Action
  Add customer

  Creates a Dwolla customer — receive-only, unverified, verified personal, or verified business.

• Action
  Add document

  Uploads an identity verification document (passport, license, ID card) for a Dwolla customer.

• Action
  Add funding source

  Creates a bank account, virtual account number or debit card funding source for a Dwolla customer.

• Action
  Add mass payment

  Creates a mass payment that sends up to 5,000 individual payments from one Dwolla funding source in a single batch.

• Action
  Add transfer

  Initiates a Dwolla transfer of money from one funding source to another, returning the new transfer's id and link.

• Action
  Cancel transfer

  Cancels a pending Dwolla transfer and returns the updated transfer.

• Action
  Delete funding source

  Removes a bank or debit card funding source in Dwolla. The funding source is soft deleted and stays readable, marked as removed.

• Action
  Find customers

  Searches Dwolla customers by name, business name or email, optionally filtered by verification status.

• Action
  Get customer

  Returns a Dwolla customer's details, including name, email, type and verification status.

• Action
  Get funding source

  Returns a Dwolla funding source (bank account or balance) by its ID, including its type, status and bank details.

• Action
  Get funding source balance

  Returns the current balance of a Dwolla funding source — balance and total for a Dwolla balance, available and closing for a bank account, available for a settlement account.

• Action
  Get mass payment

  Returns a Dwolla mass payment by its ID, including its processing status (pending, processing or complete), creation date, totals and metadata.

• Action
  List beneficial owners

  Returns all beneficial owners associated with a business verified Dwolla customer.

• Action
  List documents

  Returns all identity verification documents submitted for a Dwolla customer, including their type, review status and verification result.

• Action
  List events

  Returns the recent events (state changes to customers, transfers, funding sources and more) in your Dwolla application, newest first.

• Action
  List funding sources

  Returns all funding sources for a Dwolla customer, including bank accounts, debit cards and the Dwolla balance, with their verification status.

• Action
  List transfers

  Returns the transfers for a Dwolla customer, optionally filtered by amount range, date range, status, correlation ID or a name/email search.

• Action
  Update customer

  Updates a Dwolla customer's information, upgrades or retries verification, or suspends, deactivates or reactivates the customer.

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