Connect Sellsy to Modern Treasury

Both apps 38Sellsy 24Modern Treasury 14

• 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 counterparty

  Creates a counterparty — a person or business you send payments to or receive payments from — optionally with its bank accounts and legal entity.

• Action
  Add expected payment

  Creates an expected payment in Modern Treasury so an incoming or outgoing payment can be reconciled automatically when it arrives.

• Action
  Add external account

  Creates an external bank account for a counterparty in Modern Treasury, with its account numbers, routing details and owner information.

• Action
  Add invoice

  Creates an invoice for a counterparty, payable to one of your internal accounts.

• Action
  Add ledger transaction

  Creates a ledger transaction made of balanced debit and credit entries against your ledger accounts.

• Action
  Add payment order

  Creates a payment order that moves money between one of your internal accounts and a counterparty's or another internal account.

• Action
  Delete counterparty

  Deletes a counterparty from your Modern Treasury organization.

• Action
  Get counterparty

  Returns a single counterparty, including its accounts, contact details and metadata.

• Action
  Get invoice

  Returns a single invoice by its ID, including its amounts, status, counterparty and line-item details.

• Action
  Get ledger transaction

  Returns one ledger transaction, including its ledger entries, status and metadata.

• Action
  Get payment order

  Returns the details of a single payment order, including its amount, status, direction and accounts.

• Action
  List internal accounts

  Returns the organization's internal (bank) accounts, optionally filtered by counterparty, legal entity, currency, status or payment capability.

• Action
  Update counterparty

  Updates an existing counterparty's name, email, external ID, legal entity, metadata, remittance-advice setting or taxpayer identifier. Returns the updated counterparty.

• Action
  Update payment order

  Updates an existing payment order, for example changing its amount, description, metadata or status (such as cancelling or approving it). Returns the updated payment order.

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