--- title: "Connect Sellsy to Iterable - APIANT.ai" description: "When \"New Company\" fires in Sellsy, your agent runs \"Add email template\" in Iterable." canonical: "https://apiant.ai/connect/sellsy-to-iterable" --- # Connect Sellsy to Iterable When **New Company** fires in [Sellsy](https://apiant.ai/connections/sellsy), your agent runs **Add email template** in [Iterable](https://apiant.ai/connections/iterable). Describe the whole flow and it is built, tested on every scenario and kept running. Sellsy **9** triggers Sellsy **15** actions Iterable **20** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Sellsy and Iterable to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Sellsy can start in Iterable - When **New Company** in Sellsy then **Add email template** in Iterable - When **New Contact** in Sellsy then **Send email** in Iterable Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Sellsy and Iterable ## Triggers and actions 9 triggers · 35 actions - 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 email template** Creates an email template, or updates every email template that already has the same client template ID. - Action **Add list** Creates a new static list in Iterable and returns its id. - Action **Add user to list** Adds a user, identified by email or user ID, to a static Iterable list, optionally updating their profile data. - Action **Create a User** Creates a user profile in Iterable (or updates it if one already exists), identified by email or user ID, with any profile data you supply. - Action **Delete catalog item** Deletes an item from an Iterable catalog. Deletion is asynchronous, so the item may take a moment to disappear. - Action **Delete list** Deletes a list from your Iterable project. - Action **Delete user** Deletes an Iterable user by email address. Deletion is processed asynchronously. - Action **Get catalog item** Returns one item from an Iterable catalog, including all of its field values. - Action **Get email template** Returns an email template by its ID, including its HTML and plain-text content, subject, sender details and metadata. - Action **Get user** Returns an Iterable user profile, including all its data fields, looked up by email address. - Action **List lists** Returns all lists in the Iterable project, including their id, name and list type. - Action **Remove user from list** Removes a user, identified by email or user ID, from an Iterable static list. - Action **Send email** Sends an email from an Iterable triggered campaign to a single user, identified by email address or user ID. - Action **Send push notification** Sends a push notification from an existing push campaign to one Iterable user, now or at a scheduled time. - Action **Send SMS** Sends an SMS from an Iterable SMS campaign to one user, identified by email or user ID, optionally scheduled for later. - Action **Track a Purchase** Records a purchase for an Iterable user, with its line items and order total, and clears the user's shopping cart. Creates the user if they do not exist yet. - Action **Track Event** Records a custom event against an Iterable user profile, identified by email or user ID, with optional event data. - Action **Trigger campaign** Sends an existing triggered campaign to the members of one or more lists. - Action **Update a User's Shopping Cart Items** Replaces the shopping cart items stored on an Iterable user profile, creating the user if they do not exist yet. - Action **Update user subscriptions** Updates a user's list, channel and message type subscriptions in Iterable. Any subscription list you provide replaces the user's existing one. ## Each app on its own - [ **Sellsy** Sellsy is a French SaaS that helps SMBs and VBEs manage sales, invoicing, marketing, and cash flow in one...](https://apiant.ai/connections/sellsy) - [ **Iterable** Iterable is the growth marketing platform that empowers you to deliver completely seamless, personalized...](https://apiant.ai/connections/iterable) Reviews ## What our customers say ## More from Sellsy - [ **Sellsy to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/sellsy-to-slack) - [ **Sellsy to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/sellsy-to-stripe) - [ **Sellsy to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/sellsy-to-shopify) - [ **Sellsy to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/sellsy-to-trello) - [ **Sellsy to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/sellsy-to-zoom) - [ **Sellsy to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/sellsy-to-twilio) ## More into Iterable - [ **HubSpot to Iterable** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-iterable) - [ **Salesforce to Iterable** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-iterable) - [ **Slack to Iterable** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-iterable) - [ **Google Sheets to Iterable** Google Sheets](https://apiant.ai/connect/google-sheets-to-iterable) - [ **Gmail to Iterable** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-iterable) - [ **Google Calendar to Iterable** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-iterable) Questions ## Sellsy and Iterable, answered ### ### What can start an automation from Sellsy? Any of Sellsy's 9 triggers in the catalog, including New Company, New Contact, New Opportunity and New Task. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Iterable when something happens in Sellsy? Any of Iterable's 20 actions, including Create a User, Send email, Send push notification and Send SMS. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Iterable to Sellsy? Iterable has no triggers in the catalog today, so automations start in Sellsy. If you need the other direction, ask: your agent reads Iterable's API documentation and adds it. ### ### Do I have to build a connector for Sellsy or Iterable? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Sellsy and Iterable without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.