Sellsy
CRM & supportOAuth 2.0Client credentials
Work with companies, contacts, individuals, opportunities, tasks, invoices and catalogue items in the Sellsy CRM and invoicing suite.
15 actions
| Action | Effect | Data handled | Scope |
|---|---|---|---|
| sellsy_list_companiesLists companies (prospects, clients and suppliers) with contact details | read | Personal data | companies.read |
| sellsy_get_companyGets one company by id with type, contact details, reference and owner | read | Personal data | companies.read |
| sellsy_create_companyCreates a company as a prospect, client or supplier | write | Personal data | companies.write |
| sellsy_list_contactsLists contacts (people at companies) with their positions and contact details | read | Personal data | contacts.read |
| sellsy_create_contactCreates a contact person with name, email, phones and position | write | Personal data | contacts.write |
| sellsy_create_individualCreates an individual (a private person as prospect, client or supplier) | write | Personal data | individuals.write |
| sellsy_list_opportunitiesLists opportunities with amount, probability, status, pipeline step and related company | read | Personal data | opportunities.read |
| sellsy_list_opportunity_pipelinesLists opportunity pipelines | read | General | opportunities.read |
| sellsy_list_pipeline_stepsLists the steps of an opportunity pipeline in order | read | General | opportunities.read |
| sellsy_create_opportunityCreates an opportunity in a pipeline step, related to exactly one company or individual (plus optional contacts) | write | Personal data | opportunities.write |
| sellsy_create_taskCreates a task with a label, due date-time and one related object (company, individual, contact, opportunity...) | write | Personal data | tasks.write |
| sellsy_list_task_labelsLists task labels (Call, Meeting, Follow-up...) | read | General | tasks.read |
| sellsy_list_invoicesLists invoices with number, status, amounts, dates and related customer | read | Personal data | invoices.read |
| sellsy_get_invoiceGets one invoice by id with amounts, status, dates, customer and PDF link | read | Personal data | invoices.read |
| sellsy_list_itemsLists catalogue items (products and services) with references, prices and taxes | read | General | items.read |