---
title: Sellsy API Integration on Truto
slug: sellsy
category: CRM
canonical: "https://truto.one/integrations/detail/sellsy/"
---

# Sellsy API Integration on Truto



**Category:** CRM  
**Status:** Generally available

## MCP-ready AI tools

Truto exposes 421 tools for Sellsy that AI agents can call directly.

- **list_all_sellsy_comments** — List comments in Sellsy. Returns comment records with id, owner, description, created, and updated.
- **create_a_sellsy_comment** — Create a comment in Sellsy. Returns the created comment record with id, owner, description, created, and updated. Required: description.
- **get_single_sellsy_comment_by_id** — Get a single Sellsy comment by id. Returns the comment record with id, owner, description, created, and updated. Required: id.
- **update_a_sellsy_comment_by_id** — Update a Sellsy comment by id. Returns the updated comment record with id, owner, description, created, and updated. Required: id.
- **delete_a_sellsy_comment_by_id** — Delete a comment in Sellsy by id. Returns an empty 204 response on success. Required: id.
- **list_all_sellsy_search_comments** — Search comments in Sellsy by posting filter criteria to the comments search endpoint. Returns: id, owner, description, updated, created, parent_id, related, company_id, individual_id, contact_id, timetracking, _embed. No required parameters. Required: filters.
- **list_all_sellsy_companies** — List Sellsy companies. Returns company records including id, name, type, email, phone_number, legal_france, social, owner, created and updated_at. Use order to sort by name, id, created_at or updated_at and direction to choose asc or desc.
- **create_a_sellsy_company** — Create a Sellsy company. Returns the created company record including id, name, type, email, phone_number, legal_france, owner, created and updated_at, plus any _embed objects requested via embed. Required: type, name.
- **get_single_sellsy_company_by_id** — Get a Sellsy company by id. Returns the full company record including id, name, type, email, phone_number, legal_france, social, owner, created and updated_at. Required: id.
- **update_a_sellsy_company_by_id** — Update an existing Sellsy company by id. Returns the updated company record including id, type, name, email, phone_number, legal_france, social, owner, created and updated_at, plus any _embed objects requested via embed. Required: id.
- **delete_a_sellsy_company_by_id** — Delete a Sellsy company by id. Returns an empty 204 response on success. Required: id.
- **list_all_sellsy_search_companies** — Search Sellsy companies with structured filters (creation/update dates, type, archived state, location, reference, employee count). Returns matching company records including id, name, email, type, created, updated_at, and is_archived. Required: filters.
- **create_a_sellsy_companies_export** — Create an export job in Sellsy that asynchronously generates a downloadable file of the company list matching the supplied filters. Returns the export object including its id, status, progress, listing_name, custom_name, created_at, total_rows, and public_url. output_format must be csv, parquet, or ndjson. Required: output_format, charset, columns, filters.
- **list_all_sellsy_companies_favourite_filters** — List Sellsy favourite filters for companies. The returned filters can be applied directly to company search endpoints. Returns the favourite filter collection under data (upstream does not enumerate the record fields; the route is in open beta and subject to breaking changes) plus a pagination object with limit, total, count, and offset. No required parameters.
- **create_a_sellsy_companie_convert** — Convert a prospect company to a client company in Sellsy. Returns the converted company object including its id; the full field set follows the Sellsy Company schema. target must be "client". Required: company_id, target, also_enable_custom_fields_on_target.
- **list_all_sellsy_companie_addresses** — List Sellsy company addresses for a given company. Returns: id, name, address_line_1, address_line_2, address_line_3, address_line_4, postal_code, city, country, country_code, is_invoicing_address, is_delivery_address, geocode. Required: company_id.
- **create_a_sellsy_companie_address** — Create a new address for a Sellsy company. Returns the created address object including id, name, address_line_1, postal_code, city, country_code, and geocode. Required: company_id, name, address_line_1, postal_code, city, country_code.
- **get_single_sellsy_companie_address_by_id** — Get a single Sellsy company address by id. Returns: id, name, address_line_1, address_line_2, address_line_3, address_line_4, postal_code, city, country, country_code, is_invoicing_address, is_delivery_address, geocode. Required: id, company_id.
- **update_a_sellsy_companie_address_by_id** — Update an existing Sellsy company address. Returns the updated address object including id, name, address_line_1, postal_code, city, country_code, and geocode. Required: id, company_id.
- **delete_a_sellsy_companie_address_by_id** — Delete a Sellsy company address by id. Returns an empty 204 response on success. Required: id, company_id.
- **create_a_sellsy_companie_payment** — Record a payment on a Sellsy company. Returns the created payment object with its id and paid_date (full field set per Sellsy's Payment schema). Requires company_id and a payment payload. Route is in open beta; subject to breaking changes. Required: company_id, paid_at, payment_method_id, type, amount.
- **list_all_sellsy_companie_contacts** — List the contacts linked to a Sellsy company. Returns each contact record including its id, created, and updated_at timestamps. Required: company_id.
- **create_a_sellsy_companie_contact** — Link an existing contact to a company in Sellsy. Returns an empty response body on success (201 when newly linked, 200 if the contact was already linked). Required: company_id, contact_id.
- **update_a_sellsy_companie_contact_by_id** — Update the link between a contact and a company in Sellsy. Returns an empty response body on success. Required: id, company_id.
- **delete_a_sellsy_companie_contact_by_id** — Unlink a contact from a company in Sellsy. Returns an empty 204 response on success. Required: id, company_id.
- **list_all_sellsy_companie_custom_fields** — List the custom fields of a Sellsy company with their configured definition and current value. Returns: id, name, code, description, mandatory, rank, related_object, customfield_group, show_on_pdf, value, _embed. Required: company_id.
- **sellsy_companie_custom_fields_bulk_update** — Update the values of multiple custom fields on a Sellsy company with a bare JSON array of {id, value} pairs (id is the custom field id, value its type-appropriate value). Returns an empty 204 response on success. Required: id.
- **list_all_sellsy_companie_smart_tags** — List the smart tags linked to a Sellsy company. Returns each smart tag's id and value. Required: company_id.
- **create_a_sellsy_companie_smart_tag** — Link one or more smart tags to a Sellsy company. Send a JSON array whose items either create-and-link a new tag by value or link an existing tag by id (existing values are reused, never duplicated). Returns the linked smart tags with their id and value. Required: company_id.
- **list_all_sellsy_companie_files** — List directories and files attached to a Sellsy company. Returns directory and file records with id. Open beta: the endpoint's specification may change. Required: company_id.
- **create_a_sellsy_companie_file** — Attach a file to a Sellsy company. Returns the uploaded file record with id. Open beta: the endpoint's specification may change. Required: company_id.
- **list_all_sellsy_contact_companies** — List the Sellsy companies linked to a specific contact. Returns each company with id, type, name, email, phone_number, is_archived, and created and updated_at timestamps. Required: contact_id.
- **list_all_sellsy_smart_tag_autocompletes** — Autocomplete Sellsy smart tags for a given linked entity type. Returns each match with: id, value. Required: linkedtype, q.
- **delete_a_sellsy_smart_tag_by_id** — Delete a smart tag in Sellsy by id. Deleting the tag also removes it from any object it was linked to; to unlink without deleting, use the link smart-tags endpoint instead. Returns an empty 204 response on success. Required: id.
- **list_all_sellsy_custom_fields** — Custom Fields List.
- **get_single_sellsy_custom_field_by_id** — Get custom field. Required: id.
- **list_all_sellsy_search_custom_fields** — Custom Fields Search. Required: filters.
- **list_all_sellsy_estimates** — Get all estimates. Returns: date, related, contact_id, assigned_staff_id, status, number, amounts, currency.
- **create_a_sellsy_estimate** — Create estimate. Returns: date, related, contact_id, assigned_staff_id, status, number, amounts, currency. Required: related.
- **get_single_sellsy_estimate_by_id** — Get an estimate. Returns: date, related, contact_id, assigned_staff_id, status, number, amounts, currency. Required: id.
- **update_a_sellsy_estimate_by_id** — Update estimate. Returns: date, related, contact_id, assigned_staff_id, status, number, amounts, currency. Required: id.
- **create_a_sellsy_estimates_export** — Export estimates. Returns: id, status, progress, listing_name, custom_name, created_at, started_at, ended_at. Required: filters.
- **list_all_sellsy_estimate_custom_fields** — Estimate custom fields List. Required: estimate_id.
- **sellsy_estimate_custom_fields_bulk_update** — Update Estimate custom fields. Required: id.
- **list_all_sellsy_estimates_favourite_filters** — List estimates favourite filters. Returns: type, id.
- **sellsy_estimate_status_bulk_update** — Update estimate status. Returns: date, related, contact_id, assigned_staff_id, status, number, amounts, currency. Required: id.
- **create_a_sellsy_estimates_compute** — Compute an estimate. Returns: owner, rows, date, related, contact_id, assigned_staff_id, status, number. Required: related.
- **list_all_sellsy_estimate_files** — List directories and files of an estimate. Required: document_id.
- **create_a_sellsy_estimate_file** — Attach file to an estimate. Returns: id, type, name, created, size, extension, public_link, related. Required: document_id.
- **list_all_sellsy_estimate_payments** — Estimate payments list. Returns: id, number, paid_at, status, payment_method_id, type, amount, related. Required: estimate_id.
- **create_a_sellsy_estimate_payment** — Link payment to estimate. Returns: id, number, paid_at, status, payment_method_id, type, amount, related. Required: document_id, payment_id, amount.
- **delete_a_sellsy_estimate_payment_by_id** — Unlink payment from estimate. Required: id, document_id.
- **list_all_sellsy_estimate_smart_tags** — Estimate smart-tags list. Required: estimate_id.
- **create_a_sellsy_estimate_smart_tag** — Link smart tags to estimate. Returns: pagination, data. Required: estimate_id.
- **create_a_sellsy_estimate_prime** — Link prime to estimate. Required: estimate_id, prime_id, quantity.
- **delete_a_sellsy_estimate_prime_by_id** — Unlink a prime from an estimate. Required: id, estimate_id.
- **create_a_sellsy_estimate_discount_incl_tax** — Link discount including taxes to estimate. Required: estimate_id, discount_id, quantity.
- **delete_a_sellsy_estimate_discount_incl_tax_by_id** — Unlink a discount including taxes from an estimate. Required: id, estimate_id.
- **get_single_sellsy_estimate_esign_by_id** — Get esign for estimate. Required: id.
- **create_a_sellsy_estimate_esign** — Create esign for estimate. Returns: id, auth_mode, status, cosigners. Required: estimate_id, auth_mode, related.
- **sellsy_estimate_esigns_bulk_delete** — Cancel esign for estimate. Required: id.
- **list_all_sellsy_orders** — Get all orders. Returns: id, number, status, order_status, date, due_date, created, subject.
- **create_a_sellsy_order** — Create an order. Returns: id, number, status, order_status, date, due_date, created, subject. Required: related.
- **get_single_sellsy_order_by_id** — Get order. Returns: id, number, status, order_status, date, due_date, created, subject. Required: id.
- **update_a_sellsy_order_by_id** — Update an order. Returns: id, number, status, order_status, date, due_date, created, subject. Required: id.
- **create_a_sellsy_orders_compute** — Compute an order. Returns: status, order_status, date, subject, amounts, currency, taxes, discount. Required: related.
- **list_all_sellsy_search_orders** — Search orders. Returns: id, number, status, order_status, date, due_date, created, subject. Required: filters.
- **list_all_sellsy_order_payments** — Order payments list. Returns: id, number, paid_at, status, payment_method_id, type, amount, related. Required: order_id.
- **create_a_sellsy_order_payment** — Link payment to order. Returns: id, number, paid_at, status, payment_method_id, type, amount, related. Required: document_id, payment_id, amount.
- **delete_a_sellsy_order_payment_by_id** — Unlink payment from order. Required: id, document_id.
- **list_all_sellsy_order_smart_tags** — Order smart tags List. Required: order_id.
- **create_a_sellsy_order_smart_tag** — Link smart tags to an order. Returns: pagination, data. Required: order_id.
- **list_all_sellsy_order_custom_fields** — Order custom fields List. Required: order_id.
- **sellsy_order_custom_fields_bulk_update** — Update Order custom fields. Required: id.
- **list_all_sellsy_orders_favourite_filters** — List orders favourite filters. Returns: type, id.
- **list_all_sellsy_order_files** — List directories and files of an orders. Required: document_id.
- **create_a_sellsy_order_file** — Attach file to an order. Returns: id, type, name, created, size, extension, public_link, related. Required: document_id.
- **create_a_sellsy_order_prime** — Link prime to order. Required: order_id, prime_id, quantity.
- **delete_a_sellsy_order_prime_by_id** — Unlink a prime from an order. Required: id, order_id.
- **create_a_sellsy_order_discount_incl_tax** — Link discount including taxes to order. Required: order_id, discount_id, quantity.
- **delete_a_sellsy_order_discount_incl_tax_by_id** — Unlink a discount including taxes from an order. Required: id, order_id.
- **get_single_sellsy_order_esign_by_id** — Get esign for order. Required: id.
- **create_a_sellsy_order_esign** — Create esign for order. Required: order_id.
- **sellsy_order_esigns_bulk_delete** — Cancel esign for order. Required: id.
- **list_all_sellsy_deliveries** — Get all deliveries. Returns: id, number, status, delivery_status, date, created, subject, amounts.
- **get_single_sellsy_delivery_by_id** — Get delivery. Returns: id, number, status, delivery_status, date, created, subject, amounts. Required: id.
- **list_all_sellsy_search_deliveries** — Search deliveries. Returns: id, number, status, delivery_status, date, created, subject, amounts. Required: filters.
- **list_all_sellsy_individuals** — Individuals List. Returns: id, type, last_name, first_name, civility, email, website, phone_number.
- **create_a_sellsy_individual** — Create an individual. Required: type, last_name.
- **get_single_sellsy_individual_by_id** — Get Individual. Required: id.
- **update_a_sellsy_individual_by_id** — Update Individual. Required: id.
- **delete_a_sellsy_individual_by_id** — Delete Individual. Required: id.
- **list_all_sellsy_search_individuals** — Search individuals. Required: filters.
- **list_all_sellsy_individuals_favourite_filters** — List individuals favourite filters. Returns: type, id.
- **list_all_sellsy_individual_files** — List directories and files of an individual. Required: individual_id.
- **create_a_sellsy_individual_file** — Attach file to an individual. Returns: id, type, name, created, size, extension, public_link, related. Required: individual_id.
- **list_all_sellsy_individual_smart_tags** — Individual smart tags List. Required: individual_id.
- **create_a_sellsy_individual_smart_tag** — Link smart tags to individual. Returns: pagination, data. Required: individual_id.
- **create_a_sellsy_individual_convert** — Convert prospect individual to client individual. Returns: id, type, last_name, first_name, civility, email, website, phone_number. Required: individual_id, target, also_enable_custom_fields_on_target.
- **list_all_sellsy_individual_addresses** — Get individual addresses. Returns: id, name, address_line_1, address_line_2, address_line_3, address_line_4, postal_code, city. Required: individual_id.
- **create_a_sellsy_individual_address** — Create an individual address. Returns: id, name, address_line_1, address_line_2, address_line_3, address_line_4, postal_code, city. Required: individual_id, name, address_line_1, postal_code, city, country_code.
- **get_single_sellsy_individual_address_by_id** — Get an individual address. Returns: id, name, address_line_1, address_line_2, address_line_3, address_line_4, postal_code, city. Required: id, individual_id.
- **update_a_sellsy_individual_address_by_id** — Update an individual address. Returns: id, name, address_line_1, address_line_2, address_line_3, address_line_4, postal_code, city. Required: id, individual_id.
- **delete_a_sellsy_individual_address_by_id** — Delete an individual address. Required: id, individual_id.
- **create_a_sellsy_individual_payment** — Record payment on an individual. Returns: id, number, paid_at, status, payment_method_id, type, amounts, currency. Required: individual_id, paid_at, payment_method_id, type, amount.
- **list_all_sellsy_individual_contacts** — Get an individual contacts. Returns: id, civility, first_name, last_name, email, website, phone_number, mobile_number. Required: individual_id.
- **list_all_sellsy_individual_custom_fields** — Individual custom fields List. Required: individual_id.
- **sellsy_individual_custom_fields_bulk_update** — Update Individual custom fields. Required: id.
- **list_all_sellsy_activities_crms** — Get the CRM activity. Returns: id, due_date, date, related, companies, people, event, author.
- **list_all_sellsy_search_activities_crms** — Search in CRM activity. Returns: id, due_date, date, related, companies, people, event, author. Required: filters.
- **create_a_sellsy_crm_export** — Export the CRM activity. Required: output_format, charset, filters.
- **list_all_sellsy_listings_exports** — List exports. Returns: id, status, progress, listing_name, custom_name, created_at, started_at, ended_at.
- **get_single_sellsy_listings_export_by_id** — Get an export status. Returns: id, status, progress, listing_name, custom_name, created_at, started_at, ended_at. Required: id.
- **update_a_sellsy_listings_export_by_id** — Update an export. Returns: id, status, progress, listing_name, custom_name, created_at, started_at, ended_at. Required: id, custom_name.
- **sellsy_listings_exports_reschedule** — Reschedule an export. Returns: id, status, progress, listing_name, custom_name, created_at, started_at, ended_at. Required: export_id.
- **create_a_sellsy_export** — Export the exports list. Returns: id, status, progress, listing_name, custom_name, created_at, started_at, ended_at. Required: output_format, charset, columns.
- **get_single_sellsy_custom_activity_by_id** — Get Custom Activity. Returns: id, type_id, action, relation, date, author, created, updated. Required: id.
- **update_a_sellsy_custom_activity_by_id** — Update Custom Activity. Returns: id, type_id, action, relation, date, author, created, updated. Required: id.
- **delete_a_sellsy_custom_activity_by_id** — Delete Custom Activity. Required: id.
- **list_all_sellsy_custom_activities** — Customs Activities List. Returns: id, type_id, action, relation, date, author, created, updated.
- **create_a_sellsy_custom_activity** — Create Custom Activity. Returns: id, type_id, action, relation, date, author, created, updated.
- **list_all_sellsy_search_custom_activities** — Search Custom Activities. Returns: id, type_id, action, relation, date, author, created, updated. Required: filters.
- **get_single_sellsy_custom_activity_type_by_id** — Get Custom Activity Type. Returns: id, name, created, updated, author. Required: id.
- **update_a_sellsy_custom_activity_type_by_id** — Update Custom Activity Type. Returns: id, name, created, updated, author. Required: id, name.
- **list_all_sellsy_custom_activity_types** — Custom Activity Types List. Returns: id, name, created, updated, author.
- **create_a_sellsy_custom_activity_type** — Create Custom Activity Type. Returns: id, name, created, updated, author. Required: name.
- **list_all_sellsy_scopes** — Scopes List.
- **list_all_sellsy_scopes_trees** — Get Scopes Tree.
- **list_all_sellsy_clients** — List OAuth clients. Returns: type, logo_url, id, name, redirect_uri, scopes, delegated, single_login.
- **get_single_sellsy_client_by_id** — Get OAuth client. Returns: type, logo_url, id, name, redirect_uri, scopes, delegated, single_login. Required: id.
- **delete_a_sellsy_client_by_id** — Delete OAuth client. Required: id.
- **list_all_sellsy_accounting_codes** — Get accounting codes. Returns: id, code, label, views.
- **create_a_sellsy_accounting_code** — Create an accounting code. Returns: id, code, label, views. Required: code.
- **delete_a_sellsy_accounting_code_by_id** — Delete an accounting code. Required: id.
- **list_all_sellsy_search_accounting_codes** — Search accounting codes. Returns: id, code, label, views. Required: filters.
- **list_all_sellsy_accounting_journals** — Get accounting journal. Returns: id, related, analytic_code, amount, code, type, date, label. Required: type.
- **list_all_sellsy_search_accounting_journals** — Search accounting journal. Returns: id, related, analytic_code, amount, code, type, date, label. Required: type, filters.
- **create_a_sellsy_accounting_journal_export** — Export accounting journal. Required: type, output_format, charset.
- **list_all_sellsy_taxes** — Taxes list. Returns: id, rate, label, is_active, is_ecotax, category, vatex, is_einvoicing_compliant.
- **create_a_sellsy_tax** — Create tax.
- **get_single_sellsy_tax_by_id** — Get Tax. Required: id.
- **update_a_sellsy_tax_by_id** — Update tax. Required: id.
- **delete_a_sellsy_tax_by_id** — Delete tax. Required: id.
- **list_all_sellsy_search_taxes** — Search taxes.
- **list_all_sellsy_taxes_accounting_codes** — Taxes accounting codes list. Returns: id, rate, label, debit_vat, collection_vat.
- **list_all_sellsy_taxe_accounting_codes** — Tax accounting codes list. Required: taxe_id.
- **sellsy_taxe_accounting_codes_bulk_update** — Update tax accounting codes. Required: id.
- **list_all_sellsy_rate_categories** — Rate categories list. Returns: id, label, includes_taxes, currency, tax_id, is_default, accounting, default_layouts.
- **create_a_sellsy_rate_category** — Create rate category. Required: label.
- **get_single_sellsy_rate_category_by_id** — Get rate category. Required: id.
- **update_a_sellsy_rate_category_by_id** — Update a rate category. Required: id.
- **delete_a_sellsy_rate_category_by_id** — Delete Rate category. Required: id.
- **get_single_sellsy_payments_method_by_id** — Get the payment method. Returns: id, label, parameters, _embed. Required: id.
- **list_all_sellsy_payments_methods** — List of all payment methods. Returns: id, label, parameters, _embed.
- **list_all_sellsy_search_payments_methods** — Search methods of payment. Returns: id, label, parameters, _embed.
- **list_all_sellsy_ocr_pur_invoices** — Ocr List - Purchase invoices. Returns: id, staff_id, file_name, linked_type, linked_id, created_at, completed_at, state.
- **list_all_sellsy_search_ocr_pur_invoices** — Search OCR - Purchase invoices. Returns: id, staff_id, file_name, linked_type, linked_id, created_at, completed_at, state.
- **list_all_sellsy_contacts** — Contacts List. Returns: id, civility, first_name, last_name, email, website, phone_number, mobile_number.
- **create_a_sellsy_contact** — Create a contact. Returns: id, civility, first_name, last_name, email, website, phone_number, mobile_number. Required: last_name.
- **get_single_sellsy_contact_by_id** — Get contact. Returns: id, civility, first_name, last_name, email, website, phone_number, mobile_number. Required: id.
- **update_a_sellsy_contact_by_id** — Update contact. Returns: id, civility, first_name, last_name, email, website, phone_number, mobile_number. Required: id.
- **delete_a_sellsy_contact_by_id** — Delete contact. Required: id.
- **list_all_sellsy_search_contacts** — Search contacts. Returns: id, civility, first_name, last_name, email, website, phone_number, mobile_number. Required: filters.
- **create_a_sellsy_contacts_export** — Export contacts. Returns: id, status, progress, listing_name, custom_name, created_at, started_at, ended_at. Required: filters.
- **list_all_sellsy_contacts_favourite_filters** — List contacts favourite filters. Returns: type, id.
- **list_all_sellsy_contact_addresses** — Get contact addresses. Returns: id, name, address_line_1, address_line_2, address_line_3, address_line_4, postal_code, city. Required: contact_id.
- **create_a_sellsy_contact_address** — Create a contact address. Returns: id, name, address_line_1, address_line_2, address_line_3, address_line_4, postal_code, city. Required: contact_id, name, address_line_1, postal_code, city, country_code.
- **get_single_sellsy_contact_address_by_id** — Get a contact address. Returns: id, name, address_line_1, address_line_2, address_line_3, address_line_4, postal_code, city. Required: id, contact_id.
- **update_a_sellsy_contact_address_by_id** — Update a contact address. Returns: id, name, address_line_1, address_line_2, address_line_3, address_line_4, postal_code, city. Required: id, contact_id.
- **delete_a_sellsy_contact_address_by_id** — Delete a contact address. Required: id, contact_id.
- **list_all_sellsy_contact_custom_fields** — Contact custom fields List. Required: contact_id.
- **sellsy_contact_custom_fields_bulk_update** — Update contact custom fields. Required: contact_id.
- **list_all_sellsy_contact_files** — List directories and files of a contact. Required: contact_id.
- **create_a_sellsy_contact_file** — Attach file to a contact. Required: contact_id.
- **list_all_sellsy_contact_smart_tags** — Contact smart tags List. Required: contact_id.
- **create_a_sellsy_contact_smart_tag** — Link smart tags to contact. Returns: pagination, data. Required: contact_id.
- **list_all_sellsy_accounts_conformities** — Retrieve invoicing conformity state.
- **create_a_sellsy_accounts_conformity** — Activate invoice conformity (Definitively). Returns: id, active, activated_by, activated_at, pdf. Required: confirm_final_change.
- **list_all_sellsy_document_layouts** — Get all document layouts. Returns: id, label, is_default, lang_id.
- **list_all_sellsy_accounts_documents** — Get your invoices and credit notes. Returns: date, status, number, amount, public_link, pdf_link.
- **get_single_sellsy_opportunity_by_id** — Get Opportunity. Returns: id, number, name, source, due_date, created, updated_status, status. Required: id.
- **update_a_sellsy_opportunity_by_id** — Update Opportunity. Returns: id, number, name, source, due_date, created, updated_status, status. Required: id.
- **delete_a_sellsy_opportunity_by_id** — Delete an Opportunity. Required: id.
- **list_all_sellsy_opportunities** — Get Opportunities. Returns: id, number, name, source, due_date, created, updated_status, status.
- **create_a_sellsy_opportunity** — Create an opportunity. Returns: id, number, name, source, due_date, created, updated_status, status. Required: name, pipeline, step, related.
- **sellsy_opportunities_partial_update** — Partially update opportunity. Returns: id, number, name, source, due_date, created, updated_status, status. Required: id.
- **sellsy_opportunitie_step_ranks_bulk_update** — Update opportunity's rank and/or step. Required: id, step.
- **list_all_sellsy_opportunitie_files** — List directories and files of an opportunity. Required: opportunity_id.
- **create_a_sellsy_opportunitie_file** — Attach file to an opportunity. Returns: id, type, name, created, size, extension, public_link, related. Required: opportunity_id.
- **list_all_sellsy_search_opportunities** — Search Opportunities. Returns: id, number, name, source, due_date, created, updated_status, status. Required: filters.
- **create_a_sellsy_opportunities_export** — Export opportunities. Returns: id, status, progress, listing_name, custom_name, created_at, started_at, ended_at. Required: filters.
- **list_all_sellsy_opportunities_favourite_filters** — List opportunities favourite filters. Returns: type, id.
- **list_all_sellsy_opportunities_sources** — Get Opportunity Sources. Returns: id, name, is_default, is_hidden, category_id, rank.
- **list_all_sellsy_search_opportunities_sources** — Search Opportunity Sources. Returns: id, name, is_default, is_hidden, category_id, rank. Required: filters.
- **list_all_sellsy_categorie_sources** — Get Opportunity Category Sources. Returns: id, name, is_default, is_hidden, category_id, rank. Required: source_category_id.
- **list_all_sellsy_opportunities_pipelines** — Get Opportunity Pipelines. Returns: id, name, is_default, step, rank.
- **list_all_sellsy_search_opportunities_pipelines** — Search Opportunity Pipelines. Returns: id, name, is_default, step, rank. Required: filters.
- **list_all_sellsy_pipeline_steps** — Get Opportunity Pipeline Steps. Returns: id, name, probability, rank, _embed. Required: pipeline_id.
- **list_all_sellsy_search_pipeline_steps** — Search Opportunity Pipeline Steps. Required: pipeline_id, filters.
- **list_all_sellsy_search_opportunities_steps** — Search All Opportunity Pipeline Steps. Required: filters.
- **list_all_sellsy_opportunities_categories** — List opportunity categories in Sellsy. Returns category records including their id, label/color of the category, whether each contains the default source, and the embedded sources collection when requested.
- **get_single_sellsy_opportunities_category_by_id** — Get a single opportunity category in Sellsy by id. Returns the category record, including its id, the label/color of the category, whether it contains the default source, and the embedded sources collection when requested. Required: id.
- **list_all_sellsy_opportunitie_custom_fields** — List custom field definitions attached to a Sellsy opportunity. Returns: id, name. Required: opportunity_id.
- **sellsy_opportunitie_custom_fields_bulk_update** — Update the custom fields of a Sellsy opportunity, replacing its full list of custom field values with a bare JSON array of {id, value} entries; the shape of value depends on the custom field type (text, numeric, amount with currency, numeric with unit, date, time, email, URL, yes/no, choice, or relation id lists). Returns an…. Required: id.
- **list_all_sellsy_opportunitie_smart_tags** — List the smart tags linked to a Sellsy opportunity. Returns the smart-tag records: id and value. Required: opportunity_id.
- **create_a_sellsy_opportunitie_smart_tag** — Link smart tags to a Sellsy opportunity. Returns the resulting smart-tag records: id and value. Requires opportunity_id and a body array where each item supplies either value (create-and-link, matching is not case sensitive and not accented) or id (link an existing tag). Required: opportunity_id.
- **get_single_sellsy_task_by_id** — Get a task in Sellsy by id. Returns the task record: id plus an attributes object whose fields are defined by Sellsy's upstream task schema. Required: id.
- **update_a_sellsy_task_by_id** — Update a task in Sellsy by id with a JSON body of task fields following the upstream TaskUpdateItem schema. Returns the updated task record: id plus an attributes object whose fields are defined by Sellsy's upstream task schema. Required: id.
- **delete_a_sellsy_task_by_id** — Delete a task in Sellsy by id. Returns an empty 204 response on success. Required: id.
- **list_all_sellsy_tasks** — List tasks in Sellsy. Returns a paginated collection of task records, each with id and an attributes object of task fields defined by Sellsy's upstream task schema.
- **create_a_sellsy_task** — Create a task in Sellsy. Returns the created task record: id plus an attributes object whose fields are defined by Sellsy's upstream task schema. Requires due_date and label_id in the JSON body, which follows the upstream TaskCreateItem schema. Required: due_date, label_id.
- **list_all_sellsy_search_tasks** — Search tasks in Sellsy by posting a filters object narrowing results by created/due date ranges, owners, assigned staff, statuses, labels, and priority. Returns a paginated list of matching task records, each including id, owner, related, description, created, and updated. Sorting, embedded objects, and returned fields are tuned via the order, direction, embed, and field query parameters.…. Required: filters.
- **list_all_sellsy_tasks_labels** — List all task labels available in Sellsy. Returns label records with id, label, color, icon, is_default, and _embed. Supports sorting via order and direction and field selection via field[].
- **list_all_sellsy_calendar_events_labels** — List all calendar events labels available in Sellsy. Returns the pagination envelope (limit, total, count, offset) and a data array of calendar event label objects.
- **get_single_sellsy_staff_by_id** — Get a staff in Sellsy by id. Returns the staff record with id, firstname, lastname, email, status, position, created, updated_at, and the _embed object (preferences, acl, licenses, profile, account, and more when requested via embed). The response may return a restricted version depending on the current user's visibility level on staffs. Required: id.
- **update_a_sellsy_staff_by_id** — Update a staff's information in Sellsy by id. Returns the updated staff record with id, firstname, lastname, email, status, position, created, updated_at, and the _embed object (preferences, acl, licenses, profile, account and more when requested via embed). The response may return a restricted version depending on the current user's visibility level on staffs. Required: id.
- **list_all_sellsy_staffs** — List Sellsy staff members. Returns each staff record with id, firstname, lastname, email, position, phone_number, and created. The response may contain only your own staff, depending on your subscription plan.
- **create_a_sellsy_staff** — Create a new staff member in Sellsy by posting a staff object as JSON. Returns the created staff; the returned schema depends on the caller's level of visibility on staffs, so a restricted version of the staff object may be returned instead of the full one. Required: lastname, firstname, email, civility, profile, team, job, timezone, language, first_connection_onboarding.
- **list_all_sellsy_search_staffs** — Search staffs in Sellsy using filter criteria sent in the JSON request body. Returns a paginated collection of matching staff records with fields such as id, firstname, lastname, email, status, position, and created. Depending on your subscription plan, results may be restricted to your own staff.
- **list_all_sellsy_teams** — List teams in Sellsy. Returns each team record with its id and attributes (the Team field set defined by Sellsy's Team schema). No required parameters.
- **list_all_sellsy_profiles** — List the staff profiles configured in Sellsy. Returns each profile's id and profile attributes. Supports order and direction sort parameters.
- **get_single_sellsy_file_by_id** — Get a single Sellsy file by id. Returns the file object including id, name, size, extension, public_link, created, related entities, and breadcrumbs. This route is in open beta and subject to breaking changes. Required: id.
- **update_a_sellsy_file_by_id** — Move a Sellsy file to a new directory by id; the target can be a folder (directory) or a direct entity such as "company". Returns an empty 204 response on success. This route is in open beta and subject to breaking changes. Required: id, type.
- **delete_a_sellsy_file_by_id** — Delete a Sellsy file by id. Returns an empty 204 response on success. This route is in open beta and subject to breaking changes. Required: id.
- **sellsy_searches_search** — Search across Sellsy objects — companies, contacts, individuals, documents, items, opportunities, purchases, tickets and more — by free-text query. Returns matched results including id and content-type-specific attributes. When no type filter is given, result volume is driven by search relevance rather than a fixed limit. Required: q.
- **list_all_sellsy_calendars** — List the provider calendars available on the authenticated user's synced provider (Google or Outlook) in Sellsy. Returns each calendar's id and provider-defined attributes; the list is empty when the user is on the native Sellsy agenda.
- **list_all_sellsy_calendar_events** — List Sellsy calendar events. Returns each event object as defined by Sellsy's CalendarEventItem schema, including its id.
- **create_a_sellsy_calendar_event** — Create a calendar event in Sellsy. Returns the created calendar event object as defined by Sellsy's CalendarEventItem schema, including its id. Required: title, datetime_start, datetime_end, label_id.
- **get_single_sellsy_calendar_event_by_id** — Get a single Sellsy calendar event by id. Returns the calendar event object as defined by Sellsy's CalendarEventItem schema, including its id. Required: id.
- **update_a_sellsy_calendar_event_by_id** — Update a Sellsy calendar event by id. Returns the updated calendar event object as defined by Sellsy's CalendarEventItem schema, including its id. Required: id.
- **delete_a_sellsy_calendar_event_by_id** — Delete a Sellsy calendar event by id. Returns an empty 204 response on success. Required: id.
- **list_all_sellsy_search_calendar_events** — Search calendar events in Sellsy by posting filter criteria in the request body. Returns the matching calendar events as a paginated list, with ordering, field selection, and related-record embeds available as query options.
- **list_all_sellsy_search_activities** — Search Sellsy activities, optionally filtered by a related company, individual, opportunity, or contact via filters.object_related. Returns matching activity records including id, created_at, and updated_at.
- **list_all_sellsy_search_timelines** — Search the timeline activity of a Sellsy object. Returns matching activity records including id, created_at, updated_at, and content-specific activity fields in attributes. Required: timeline_id, type.
- **get_single_sellsy_phone_call_by_id** — Get a single Sellsy phone call by id. Returns: id, source, description, updated, created, duration, date, company_id, individual_id, contact_id, related, priority, owner, topic, result, reminders, _embed, attributes. Required: id.
- **update_a_sellsy_phone_call_by_id** — Update a Sellsy phone call by id. Returns the updated phone call including id plus content-type-specific fields defined in the Sellsy PhoneCallUpdateItem schema. Required: id.
- **delete_a_sellsy_phone_call_by_id** — Delete a Sellsy phone call by its numerical id. Returns an empty 204 response on success. Required: id.
- **list_all_sellsy_phone_calls** — List Sellsy phone calls. Returns phone call records including id and content-type-specific attributes; supports order/direction sorting, field selection, and embeds.
- **create_a_sellsy_phone_call** — Create a phone call in Sellsy. Returns the created phone call including id plus content-type-specific fields defined in the Sellsy PhoneCallCreateItem schema; consult the Sellsy API v2 reference for the full field list. Required: owner_id, result, source, date, related.
- **list_all_sellsy_search_phone_calls** — Search phone calls in Sellsy by posting a filters object. Returns the matching phone call records, including id, created_at, and updated_at. Supports ordering and field/embed selection via query parameters. Required: filters.
- **get_single_sellsy_email_by_id** — Get a single Sellsy email by id. Returns: id, owner, subject, is_open, is_scheduled, from, participants, is_private, created, updated, related, company_id, individual_id, contact_id, thread_id, content, snippet, attributes. May return partial content if the email provider is unreachable. Required: id.
- **get_single_sellsy_emails_thread_by_id** — Get an email thread in Sellsy with the full list of emails it contains. Returns: id, emails. Required: id.
- **create_a_sellsy_email_send** — Send an email from a connected Sellsy email account. Returns the sent email object including its id, subject, content, to recipients, status, and created date. Requires subject, content, and to in the request body. Available upon request only; the connected email account must be active. Required: subject, content, to.
- **list_all_sellsy_email_authenticates** — Get DNS authentication data for the domain extracted from an email in Sellsy. Returns: valid, domain, dns. Required: email.
- **create_a_sellsy_domain_validate** — Validate an email domain's DNS configuration in Sellsy. Returns: valid, domain, validation_results.
- **create_a_sellsy_email_attachment** — Upload a file to Sellsy to attach to an email. Returns the uploaded attachment's id.
- **list_all_sellsy_email_templates** — List your Sellsy email templates. Returns each template's id, subject, content, and attachments.
- **get_single_sellsy_email_template_by_id** — Get a Sellsy email template by id, including its details. Returns: id, name, subject, message, attachments, is_used_in_automation, related_ai, content. Required: id.
- **sellsy_email_templates_render** — Render a Sellsy email template with context to generate the final email content. Returns: subject, content, attachments, related_ai, token_type, expires_in, access_token, refresh_token. Required: template_id.
- **list_all_sellsy_templates_tags** — List the available tags for Sellsy email templates — variables that can be inserted in the subject or message and are replaced when the email is computed. Returns: key, description, group, category, name.
- **get_single_sellsy_email_system_template_by_id** — Get the Sellsy system email template with its computed content by context (document, proposal, manual_document_reminder, gocardless_mandate_request). Returns the computed email content. The document, proposal, and manual_document_reminder contexts require the related object in the contact or related body properties; gocardless_mandate_request needs the GoCardless plugin. Required: context.
- **list_all_sellsy_webhooks** — List the webhooks configured in Sellsy. Returns: id, is_enabled, name, endpoint, type, created, updated, last_succeeded, last_failed, nb_failures, default_channel, configuration. Max 100 per page.
- **create_a_sellsy_webhook** — Create a Sellsy webhook that delivers account events to a target endpoint. Returns the created webhook: id, name, endpoint, type, is_enabled, created, default_channel, configuration.
- **get_single_sellsy_webhook_by_id** — Get a single Sellsy webhook by id. Returns: id, type. Required: id.
- **update_a_sellsy_webhook_by_id** — Update a Sellsy webhook's settings (name, endpoint, channels, per-event configuration) by id. Returns the updated webhook: id, name, endpoint, is_enabled, created, updated, configuration. Required: id.
- **delete_a_sellsy_webhook_by_id** — Delete a Sellsy webhook by id. Returns an empty 204 response on success. Required: id.
- **list_all_sellsy_search_webhooks** — Search Sellsy webhooks by supplying filter criteria in the request body. Returns the matching webhook records with their id, name, endpoint, type, is_enabled, default_channel, created, updated, last_succeeded, last_failed, nb_failures, and per-event configuration (event id, is_enabled, channel). Required: filters.
- **list_all_sellsy_webhooks_events** — List all webhook event names available for a webhook in Sellsy. Returns each event's id (e.g. task.created), is_enabled flag, and channel.
- **list_all_sellsy_units** — List all units of the corp in Sellsy. Returns: id, label, is_active, _embed. Supports ordering, field selection via the fields parameter, and expanding related data via the embed parameter.
- **list_all_sellsy_currencies** — List all currencies configured for the Sellsy company. Returns paginated currency records with id, code, symbol, and is_default.
- **list_all_sellsy_countries** — List the countries available in Sellsy. Returns each country's code, iso-alpha-2, iso-alpha-3, and name. Pass the optional language query param (fr or en) to switch the translation of the country name.
- **list_all_sellsy_settings_subscriptions** — Get the Sellsy subscription details for the authenticated account. Returns: licenses, plugins, billing_contact, billing_settings, billing_address, next_payment_date, renew_cart, features. Takes no parameters.
- **list_all_sellsy_items** — List Sellsy items. Returns each item's id, name, type, reference, description, and archive status along with creation/update timestamps.
- **create_a_sellsy_item** — Create an item in Sellsy. Returns the created item including id, name, type, reference, and description. Requires type (product or service) and reference. Required: type, reference.
- **get_single_sellsy_item_by_id** — Get a single Sellsy item by id. Returns the item's id, name, type, reference, description, and archive status along with creation/update timestamps. Required: id.
- **update_a_sellsy_item_by_id** — Update a Sellsy item by id. Returns the updated item including id, name, type, reference, and description. Required: id.
- **delete_a_sellsy_item_by_id** — Delete a Sellsy item by id. Returns an empty 204 response on success. Required: id.
- **list_all_sellsy_search_items** — Search Sellsy items by filters. Returns a list of items including id, type, name, reference, prices (reference_price_taxes_inc, reference_price_taxes_exc), and archive status. Required: filters.
- **list_all_sellsy_items_favourite_filters** — List the favourite filters saved for items in Sellsy. Returns favourite filter records including name, id, created_at, and updated_at; the filters can be applied directly to item search endpoints. Available in open beta.
- **list_all_sellsy_item_prices** — List prices for a Sellsy item. Returns the item's price records with id and attributes; the full field shape is defined by Sellsy's ItemPrice schema. Required: item_id.
- **sellsy_item_prices_bulk_update** — Replace the full prices list of a Sellsy item with a JSON array of price entries. Returns the updated price records with rate_category_id, amount_excl_tax, and amount_incl_tax. Required: id.
- **list_all_sellsy_item_declinations** — List the declinations belonging to a Sellsy item. Returns: id, name, reference, item_id, tax_id, description, purchase_amount, is_name_included_in_description, currency, reference_price_taxes_exc, is_einvoicing_compliant. Required: item_id.
- **list_all_sellsy_search_item_declinations** — Search the declinations of a Sellsy item, optionally filtering by declination id. Returns matching declination records with id, created, and updated fields; the full field set follows Sellsy's DeclinationRead schema. Required: item_id.
- **list_all_sellsy_declination_prices** — List prices for a specific item declination in Sellsy. Returns the declination's price records, each identified by its id. Required: item_id, declination_id.
- **list_all_sellsy_search_items_barcodes** — Search barcodes on Sellsy items. Returns matching barcode records including id, code, item_id, and declination_id.item_id. Required: filters.
- **sellsy_staff_licenses_bulk_update** — Replace a staff member's licenses in Sellsy by staff id. This is a full replacement: all existing licenses must be passed in the body or they are dropped. Returns the license object with id, code, and enabled. Required: id.
- **sellsy_staff_licenses_bulk_delete** — Delete a staff member's licenses in Sellsy by staff id. Returns an empty 204 response on success. Required: id.
- **list_all_sellsy_quotas** — Get the quotas of the Sellsy corp — the usage and limits available on the current subscription. Returns: bank_account_reconciliations, documents, file_storage, recurring, report_cards.
- **create_a_sellsy_batch** — Create a batch request in Sellsy that executes multiple sub-requests in one call from a raw newline-delimited JSON payload: each descriptor line ("uri", "method", optional "query" or "uuid") is followed by a JSON payload line. Returns: error.
- **list_all_sellsy_notifications** — Get User Notifications. Returns: id, event, transport, recipient, related, sender, created, read.
- **delete_a_sellsy_notification_by_id** — Delete notification. Required: id.
- **list_all_sellsy_search_notifications** — Search sellsy notifications related to the current user. Returns notification records, each including its id. Use direction and fields to control sort order and returned fields; filter criteria go in the request body. Required: filters.
- **sellsy_notification_mark_as_reads_bulk_update** — Mark a Sellsy notification as read or unread by its id. Returns an empty 204 response on success. Required: id, read.
- **sellsy_notifications_mark_all_as_reads_bulk_update** — Mark all unread notifications as read.
- **list_all_sellsy_notifications_settings** — Get the Sellsy notification settings. Returns: subscriptions, do_not_disturb. Takes no parameters.
- **sellsy_notifications_settings_bulk_update** — Update the Sellsy notification settings. Returns: subscriptions, do_not_disturb. Accepts a JSON body with the same subscriptions and do_not_disturb fields.
- **get_single_sellsy_invoice_by_id** — Get a single Sellsy invoice by id. Returns the full invoice: id, number, status, amounts, currency, taxes, due_date, pdf_link, and related owner/parent objects. This route is in open beta and subject to breaking changes. Required: id.
- **update_a_sellsy_invoice_by_id** — Update a Sellsy invoice by id. Returns the updated invoice: id, number, status, amounts, taxes, due_date. Under the electronic invoicing reform, rows tax_id no longer accepts non-compliant taxes and some settings.pdf_display values are forced to true. Open beta. Required: id.
- **list_all_sellsy_invoices** — List Sellsy invoices. Returns each invoice's id, number, status, amounts, currency, taxes, and due_date. Supports sort direction/order, field selection, and embedding related objects. This route is in open beta and subject to breaking changes.
- **create_a_sellsy_invoice** — Create a Sellsy invoice. Returns the created invoice: id, number, status, amounts, taxes, due_date. The body takes invoice rows (line items) and document settings; under the electronic invoicing reform rows tax_id must be compliant and some settings.pdf_display values are forced to true. Open beta. Required: related.
- **list_all_sellsy_search_invoices** — Search Sellsy invoices by filter criteria. Returns a paginated list of invoices including id, number, status, due_date, amounts, currency, and taxes. The route is in open beta and its specification may change. Required: filters.
- **create_a_sellsy_invoices_export** — Create an export job for Sellsy invoices matching the given filters. Returns the export object with its id, status, progress, created_at, and public_url for downloading the file once complete. Processing is asynchronous — poll the export by id for the result; the file link stays available for 48 hours after completion. Required: filters.
- **list_all_sellsy_invoices_favourite_filters** — List Sellsy invoices favourite filters, which can be applied directly to invoice search endpoints. Returns each favourite filter's id and its content-specific attributes. Available in open beta; specifications are subject to breaking changes.
- **create_a_sellsy_invoices_compute** — Compute an invoice in Sellsy without saving it, previewing its rows and totals before creation. Returns the computed invoice object including its id, number, status, date, amounts, taxes, rows, and pdf_link. Available in open beta — specifications may change. Required: related.
- **list_all_sellsy_invoice_smart_tags** — List the smart-tags currently linked to a Sellsy invoice. Returns the linked smart-tags, each with its integer id and its value. Required: invoice_id.
- **create_a_sellsy_invoice_smart_tag** — Link smart-tags to a Sellsy invoice via a JSON array where each item carries either value (creates the tag if it does not exist; matching is not case sensitive and not accented) or id (links an existing tag by identifier). Returns the invoice's smart-tags, each with its id and value. Required: invoice_id.
- **create_a_sellsy_invoice_validate** — Validate a draft invoice in Sellsy, transitioning it to due status. After validation the invoice can no longer be edited. Returns the validated invoice object including id, number, status, date, due_date, and amounts. This endpoint is in open beta and subject to breaking changes. Required: invoice_id.
- **list_all_sellsy_invoice_credit_notes** — List credit notes linked to an invoice in Sellsy. Returns each credit note's id, status, and remaining fields under attributes as defined by the upstream CreditNote schema. Route is in open beta and its specifications may change. Required: invoice_id.
- **create_a_sellsy_invoice_credit_note** — Link a credit note to an invoice in Sellsy for a specific amount. Returns the linked credit note including its id, status, and remaining fields under attributes as defined by the upstream CreditNote schema. Route is in open beta and its specifications may change. Required: invoice_id, credit_note_id, amount.
- **delete_a_sellsy_invoice_credit_note_by_id** — Unlink a credit note from an invoice in Sellsy. Returns an empty 204 response on success. Route is in open beta and its specifications may change. Required: id, invoice_id.
- **list_all_sellsy_invoice_payments** — List the payments linked to a Sellsy invoice. Returns: id, number, paid_at, status, payment_method_id, type, amount, related. Required: invoice_id.
- **create_a_sellsy_invoice_payment** — Link an existing Sellsy payment to an invoice. Returns the updated payments envelope: data (array of linked payment records, each with id and record fields) and pagination. Requires document_id, payment_id, and an amount to link (must be greater than zero). Required: document_id, payment_id, amount.
- **delete_a_sellsy_invoice_payment_by_id** — Unlink a payment from a Sellsy invoice, removing it from the invoice's payments. Returns an empty 204 response on success. Required: id, document_id.
- **list_all_sellsy_invoice_files** — List the directories and files attached to a Sellsy invoice. Returns each entry with id, type, name, created, and its breadcrumbs location. This route is in open beta and subject to breaking changes. Required: document_id.
- **create_a_sellsy_invoice_file** — Attach a file to a Sellsy invoice via a multipart/form-data upload. Returns the uploaded file record including its id, type, and breadcrumbs. Requires document_id and a multipart file upload payload. This route is in open beta and subject to breaking changes. Required: document_id.
- **list_all_sellsy_invoice_custom_fields** — List the custom fields attached to a Sellsy invoice. Returns: id, name, code, description, mandatory, rank, related_object, customfield_group, show_on_pdf, value. Required: invoice_id.
- **sellsy_invoice_custom_fields_bulk_update** — Replace the list of custom fields on a Sellsy invoice with the submitted custom field id/value pairs. Returns an empty 204 response on success. Required: id.
- **create_a_sellsy_invoice_prime** — Link a prime to a Sellsy invoice. Returns an empty 201 response on success. This route is deprecated and available in open beta; its specification is subject to breaking changes. Required: invoice_id, prime_id, quantity.
- **delete_a_sellsy_invoice_prime_by_id** — Unlink a prime from a Sellsy invoice. Returns an empty 204 response on success. This route is deprecated and available in open beta; its specification is subject to breaking changes. Required: id, invoice_id.
- **create_a_sellsy_invoice_discount_incl_tax** — Link a discount including taxes to an invoice in Sellsy. Returns an empty 201 response on success ("Discount linked") with no response body. This route is in open beta and its specification may change. Required: invoice_id, discount_id, quantity.
- **delete_a_sellsy_invoice_discount_incl_tax_by_id** — Unlink a discount including taxes from an invoice in Sellsy. Returns an empty 204 response on success. This route is in open beta and its specification may change. Required: id, invoice_id.
- **get_single_sellsy_credit_note_by_id** — Get a single Sellsy credit note by id. Returns the credit note's id, created_at, and updated_at. This route is in open beta and subject to breaking changes. Required: id.
- **update_a_sellsy_credit_note_by_id** — Update a Sellsy credit note by id. Returns the updated credit note's id, created_at, and updated_at. Body accepts line-item rows and document settings; note that rows[x].tax_id no longer accepts non-compliant taxes. Open beta route. Required: id.
- **list_all_sellsy_credit_notes** — List Sellsy credit notes. Returns credit note records with id, created_at, and updated_at. Supports field filtering, embeds, and sort direction. This route is in open beta and subject to breaking changes.
- **create_a_sellsy_credit_note** — Create a credit note in Sellsy. Returns the created credit note's id, created_at, and updated_at. Body accepts line-item rows and document settings; note that rows[x].tax_id no longer accepts non-compliant taxes. Open beta route. Required: related.
- **list_all_sellsy_search_credit_notes** — Search credit notes in Sellsy by filters such as status. Returns credit note records including id, status, created_at, and updated_at. Optional query parameters: direction, fields, embed, order. Available in open beta; specifications may change without notice. Required: filters.
- **list_all_sellsy_credit_notes_favourite_filters** — List credit-notes favourite filters in Sellsy; the saved filters can be applied directly to credit-note search endpoints. Returns: type, id, attributes. This route is in open beta and subject to breaking changes.
- **create_a_sellsy_credit_notes_compute** — Compute a Sellsy credit note from a CreditNoteCreate payload to preview its totals without persisting it. Returns: status, date, subject, amounts, currency, taxes, discount, related, owner, rows. Available in open beta; specifications may change. Required: related.
- **list_all_sellsy_credit_note_smart_tags** — List the smart tags linked to a credit note in Sellsy. Returns each smart tag's id and value. Required: credit_note_id.
- **create_a_sellsy_credit_note_smart_tag** — Link a list of smart tags to a credit note in Sellsy; each body item must contain either value (create and link a new tag - no duplicate is created if the value already exists, matching is not case-sensitive or accented) or id (link an existing tag). Returns the linked smart tags with their id and value. Required: credit_note_id.
- **create_a_sellsy_credit_note_validate** — Validate a draft credit note in Sellsy, updating its status to due. Returns the validated credit note object including id, number, status, amounts, currency, and rows. The credit note cannot be updated after validation. Route is in open beta and subject to breaking changes. Required: credit_note_id.
- **list_all_sellsy_credit_note_custom_fields** — Credit note custom fields List. Required: credit_note_id.
- **sellsy_credit_note_custom_fields_bulk_update** — Update the list of custom fields on a Sellsy credit note. Requires the credit note id and a body array where each item carries the custom field id and its value. Returns an empty 204 response on success. Required: id.
- **list_all_sellsy_credit_note_invoices** — List the invoices linked to a Sellsy credit note. Returns: id, number, status, date, due_date, created, subject, amounts, currency, taxes, discount, related, public_link, payment_conditions_acceptance, owner, fiscal_year_id, file_id, pdf_link, decimal_number, assigned_staff_id, contact_id, invoicing_address_id, delivery_address_id, issuer_address_id, parent, order_reference, is_deposit,…. Required: credit_note_id.
- **create_a_sellsy_credit_note_invoice** — Link an invoice to a Sellsy credit note for a specific amount. Returns the linked invoice including id, number, status, amounts, and currency. Route in open beta. Required: credit_note_id, invoice_id.
- **delete_a_sellsy_credit_note_invoice_by_id** — Unlink an invoice from a Sellsy credit note. Returns an empty 204 response on success. Route in open beta. Required: id, credit_note_id.
- **list_all_sellsy_credit_note_payments** — List the payments linked to a credit note in Sellsy. Returns payment records including id, created_at, and updated_at. Available in open beta; specifications may change. Required: credit_note_id.
- **create_a_sellsy_credit_note_payment** — Link an existing payment to a credit note in Sellsy. Returns the payments list attached to the credit note (data, pagination). Available in open beta; specifications may change. Required: document_id, payment_id, amount.
- **delete_a_sellsy_credit_note_payment_by_id** — Unlink a payment from a credit note in Sellsy. Returns an empty 204 response on success. Available in open beta; specifications may change. Required: id, document_id.
- **list_all_sellsy_credit_note_files** — List directories and files attached to a credit note in Sellsy. Returns each entry's id, type, name, created, size, extension, public_link, related, and breadcrumbs. Route is in open beta and subject to breaking changes. Required: document_id.
- **create_a_sellsy_credit_note_file** — Attach a file to a credit note in Sellsy via multipart upload. Returns the created file record: id, type, name, created, size, extension, public_link, related, and breadcrumbs. Route is in open beta and subject to breaking changes. Required: document_id.
- **create_a_sellsy_credit_note_prime** — Link an existing prime to a credit note in Sellsy. Returns an empty 201 response on success. Requires primes on documents to be activated on your Sellsy account; the upstream route is deprecated and its open-beta specification is subject to breaking changes. Required: credit_note_id, prime_id, quantity.
- **delete_a_sellsy_credit_note_prime_by_id** — Unlink a prime from a credit note in Sellsy. Returns an empty 204 response on success. Requires primes on documents to be activated on your Sellsy account; the upstream route is in open beta and subject to breaking changes. Required: id, credit_note_id.
- **create_a_sellsy_credit_note_discount_incl_tax** — Link a discount including taxes to a Sellsy credit note. Returns an empty 201 response on success (no body is documented). This route is in open beta and subject to breaking changes. Required: credit_note_id, discount_id, quantity.
- **delete_a_sellsy_credit_note_discount_incl_tax_by_id** — Unlink a discount including taxes from a Sellsy credit note. Returns an empty 204 response on success. This route is in open beta and subject to breaking changes. Required: id, credit_note_id.
- **get_single_sellsy_payment_by_id** — Get a single Sellsy payment by id. Returns: id, number, paid_at, status, payment_method_id, type, amounts, currency, bank_deposit, related, related_objects, note, _embed, paid_date, amount, third_party. Required: id.
- **delete_a_sellsy_payment_by_id** — Delete a Sellsy payment by id; only payments not linked to a document can be deleted. Returns an empty 204 response on success. Required: id.
- **list_all_sellsy_payments** — List Sellsy payments, sortable by id or paid_date. Returns payment records including id, paid_date, amount, and currency. Pagination is handled automatically.
- **list_all_sellsy_search_payments** — Search Sellsy payments, filtering by status or by related company/individual via a POST filter body. Returns matching payment records with id, status, and paid_date. Available in open beta — specifications may change. Required: filters.
- **list_all_sellsy_settings_emails** — Get the Sellsy email settings, including the configured dunning reminder emails. Returns an array of reminder settings, each with reminder_name, due_at, sender, recipient, and deadline_id.
- **sellsy_settings_emails_bulk_update** — Update the Sellsy email settings by submitting the dunning reminder emails to apply. Returns the updated reminder settings, each with reminder_name, due_at, sender, recipient, and deadline_id. The request body must be a JSON array of reminder objects.
- **list_all_sellsy_email_tags** — List the available tags for email signature settings in Sellsy. Returns: key, description.
- **list_all_sellsy_fiscal_years** — List the fiscal years configured on the Sellsy account. Returns: id, name, start_at, end_at, pagination, data. Pagination is handled by Truto.
- **list_all_sellsy_settings_accounting_charts** — Get the sellsy accounting charts settings, including the accounting code length, deposit accounting code, discount settings, and default codes for thirds, staffs, suppliers, banks, and VAT. Returns: accounting_code_length, deposit_accounting_code, discount, default_codes.
- **sellsy_settings_accounting_charts_bulk_update** — Update the sellsy accounting charts settings: accounting code length, deposit accounting code, discount codes, and default accounting codes for thirds, staffs, suppliers, banks, pay mediums, sales/purchases and VAT. Returns the updated settings: deposit_accounting_code, discount, default_codes, accounting_code_length.
- **list_all_sellsy_languages** — List the languages configured on the Sellsy account. Returns each language record with its id and upstream-defined attributes.
- **create_a_sellsy_directory** — Create a new directory in Sellsy and attach it to the provided parent entity. Returns the created directory object including id, type, name, description, created (timestamp), and breadcrumbs. Route is in open beta and subject to breaking changes.
- **get_single_sellsy_directory_by_id** — Get a Sellsy directory by id. Returns the directory with its id, type, name, description, created timestamp, and breadcrumbs. Required: id.
- **update_a_sellsy_directory_by_id** — Update a Sellsy directory by id. Returns the updated directory object including id, type, name, description, created (timestamp), and breadcrumbs. Route is in open beta and subject to breaking changes. Required: id.
- **delete_a_sellsy_directory_by_id** — Delete a Sellsy directory by id, along with all items attached to it. Returns an empty 204 response on success. Required: id.
- **list_all_sellsy_directorie_files** — List the directories and files belonging to a Sellsy directory. Returns file records including id, type, name, created, size, extension, public_link, related, and breadcrumbs. This route is in open beta and its specifications may change. Required: directory_id.
- **create_a_sellsy_directorie_file** — Attach a file to a Sellsy directory by uploading it as a multipart/form-data request. Returns an empty 201 response on success. This route is in open beta and its specifications may change. Required: directory_id.
- **list_all_sellsy_subscriptions** — List Sellsy subscriptions (open beta — specifications may change). Returns each subscription: id, created, model, related, sending, conditions, amounts, and invoice counts.
- **create_a_sellsy_subscription** — Create a Sellsy subscription, defining the document model, linked client via related, email sending, and payment installments (open beta — specifications may change). Returns the created subscription: id, created, model, related, sending, conditions, amounts. Required: model, related, sending, preferences_source, conditions, payment_installments.
- **get_single_sellsy_subscription_by_id** — Get a Sellsy subscription by id (open beta — specifications may change). Returns the full subscription: id, created, model, related, sending, conditions, amounts, and invoice counts. Required: id.
- **update_a_sellsy_subscription_by_id** — Update a Sellsy subscription by id. Only the contact of related can be changed — model and conditions cannot be modified (open beta — specifications may change). Returns the updated subscription: id, created, model, related, sending, amounts. Required: id.
- **delete_a_sellsy_subscription_by_id** — Delete a Sellsy subscription by id along with all of its future payment installments (open beta — specifications may change). Returns an empty 204 response on success. Required: id.
- **list_all_sellsy_search_subscriptions** — Search Sellsy subscriptions filtered by linked objects (companies or individuals). Returns subscription records with id, owner, related, model, conditions, created, and updated. Route is in open beta and subject to breaking changes. Required: filters.
- **sellsy_subscription_payment_installments_bulk_update** — Add one or more payment installments to a Sellsy subscription by id. New installments inherit the subscription's frequency and follow the date of the last existing installment. Returns an empty 201 response on success. This route is in open beta and subject to breaking changes; errors if the subscription is already completed. Required: id, count.
- **update_a_sellsy_subscriptions_payment_installment_by_id** — Update a pending Sellsy subscription payment installment by id, changing its date and/or sending mode. Returns: id, status, subscription_id, date, sending, model, related, document. Only installments that have not yet generated an invoice can be updated. Available in open beta; specifications may change. Required: id.
- **delete_a_sellsy_subscriptions_payment_installment_by_id** — Delete a pending Sellsy subscription payment installment by id. Only installments that have not yet generated an invoice can be deleted. Returns an empty 204 response on success. Available in open beta; specifications may change. Required: id.
- **list_all_sellsy_subscriptions_payment_installments** — List all payment installments of Sellsy subscriptions. Returns: id, status, subscription_id, date, sending, model, related, document. Available in open beta; specifications may change.
- **list_all_sellsy_search_subscriptions_payment_installments** — Search payment installments of subscriptions in Sellsy. Returns matching installment records including id, status, subscription_id, date, sending, model, related, and document.g. {}). Open beta — specifications may change. Required: filters.
- **list_all_sellsy_mandates** — List GoCardless mandates in Sellsy. Returns: id, related, identifier, status, is_default, reference, next_possible_charge_date, bank_account_last_2_digits. A light schema version (without reference, next_possible_charge_date, and bank_account_last_2_digits) may be returned if GoCardless is unreachable — retry in a few minutes for the full version. Requires the GoCardless module to be enabled and…
- **list_all_sellsy_search_mandates** — Search GoCardless mandates in Sellsy, filtered by the companies or individuals they are linked to. Returns: id. A lighter version of each mandate may be returned when GoCardless is unreachable — retry shortly for the full record. Required: filters.
- **get_single_sellsy_timeline_by_id** — Get the status timeline of a GoCardless direct debit in Sellsy by id. Returns the timeline with its ordered history list, where each entry records the status, the date of the status change, and the sepa_code when the direct debit failed. This route is in open beta and subject to breaking changes. Required: id.
- **list_all_sellsy_documents_models** — List Sellsy document models. Returns each model's id, number, subject, currency, discount, rows, and owner_id. This route is in open beta and subject to breaking changes.
- **create_a_sellsy_documents_model** — Create a Sellsy document model from fields such as number, subject, currency, discount, owner_id, and rows. Returns the created model including its id, number, subject, currency, and discount. rows[x].tax_id no longer accepts non-compliant taxes, and rows[x].description will become required in a future update. Required: number, rate_category_id.
- **get_single_sellsy_documents_model_by_id** — Get a Sellsy document model by id. Returns: id, number, created, subject, amounts, currency, taxes, discount, payment_conditions_acceptance, owner, pdf_link, decimal_number, rate_category_id, assigned_staff_id, note, layout_id, lang_id, is_einvoicing_compliant, rows, _embed, owner_id, created_at, updated_at. This route is in open beta and subject to breaking changes. Required: id.
- **update_a_sellsy_documents_model_by_id** — Update a Sellsy document model by id with fields such as number, subject, currency, discount, owner_id, and rows. Returns the updated model including its id, number, subject, currency, and discount. rows[x].tax_id no longer accepts non-compliant taxes, and rows[x].description will become required in a future update. Required: id.
- **delete_a_sellsy_documents_model_by_id** — Delete a Sellsy document model by id. Returns an empty 204 response on success. This route is in open beta and subject to breaking changes. Required: id.
- **list_all_sellsy_search_documents_models** — Search Sellsy document models and fetch the matching list. Send a filters object to narrow results by created/updated date ranges, owners, assigned_staff_ids, number (exact match), and currency code (exact match). Returns: id, number, created, subject, amounts, currency, taxes, discount, payment_conditions_acceptance, owner, pdf_link, decimal_number, rate_category_id, assigned_staff_id, note,…. Required: filters.
- **create_a_sellsy_model_convert** — Convert a Sellsy document model into a document, building a prefilled request body for the document create endpoint. Returns the document body including parent, subject, currency, discount, related, rate_category_id, rows, and note. This route is in open beta and subject to breaking changes. Required: model_id, doctype, related, refresh_rows_content.
- **list_all_sellsy_models_tags** — List available Sellsy document model tags — variables such as %{day.number}% that are replaced when a concrete document is computed and can be inserted in a model's subject and row descriptions. Returns: key, description, meta. Available in open beta and subject to breaking changes.
- **list_all_sellsy_primes** — List primes (discounts including taxes) in Sellsy. Returns prime records whose field structure follows Sellsy's discount-including-taxes output schema; consult the upstream docs for the field-level breakdown. The route is deprecated and in open beta, with specifications subject to breaking changes.
- **list_all_sellsy_discount_incl_taxes** — List Sellsy discounts including taxes. Returns: id, reference, name, description, unit_id, amount, accounting_code_id. Available in open beta and subject to breaking changes.
- **create_a_sellsy_discount_incl_tax** — Create a discount including taxes in Sellsy. Returns the created record: id plus the remaining fields under attributes (the upstream DiscountInclTaxesOutput schema is not enumerated in the docs). Available in open beta and subject to breaking changes. Required: reference, name, description, unit_id, amount.
- **get_single_sellsy_discount_incl_tax_by_id** — Get a Sellsy discount including taxes by id. Returns the record: id plus the remaining fields under attributes (the upstream DiscountInclTaxesOutput schema is not enumerated in the docs). Available in open beta and subject to breaking changes. Required: id.
- **update_a_sellsy_discount_incl_tax_by_id** — Update a Sellsy discount including taxes by id. Returns the updated record: id plus the remaining fields under attributes (the upstream DiscountInclTaxesOutput schema is not enumerated in the docs). Available in open beta and subject to breaking changes. Required: id.
- **delete_a_sellsy_discount_incl_tax_by_id** — Delete a Sellsy discount including taxes by id. Returns an empty 204 response on success. Required: id.
- **list_all_sellsy_deposit_invoices** — List Sellsy deposit invoices. Returns each invoice with id, number, status, date, due_date, amounts, and currency. This route is in open beta and its specification may change.
- **create_a_sellsy_deposit_invoice** — Create a Sellsy deposit invoice. Returns the created invoice with id, number, status, date, due_date, and amounts. This route is in open beta; rows[x].tax_id no longer accepts non-compliant taxes. Required: parent, rows.
- **get_single_sellsy_deposit_invoice_by_id** — Get a Sellsy deposit invoice by id. Returns the full invoice with id, number, status, date, amounts, taxes, related, and _embed objects. Required: id.
- **update_a_sellsy_deposit_invoice_by_id** — Update a Sellsy deposit invoice by id. Returns the updated invoice with id, number, status, date, due_date, and amounts. Required: id.
- **list_all_sellsy_search_deposit_invoices** — Search deposit invoices in Sellsy by filter criteria. Returns deposit invoice records with id, number, status, date, due_date, amounts, currency, taxes, discount, owner, is_deposit. Narrow results with body filters (created, owners, status, related_objects, number, currency) and sort with direction and order. Open beta: specifications may change. Required: filters.
- **create_a_sellsy_deposit_invoices_prepare** — Prepare a deposit invoice in Sellsy before creating it. Returns the prepared deposit invoice payload to pass to the create-deposit endpoint; its field set is not documented in the Sellsy API reference. Accepts invoice rows (line, title, or comment rows) in the JSON body. Route is in open beta and subject to breaking changes. Required: parent, percent.
- **create_a_sellsy_deposit_invoices_quick_create** — Create a deposit invoice in Sellsy in a single call instead of the separate prepare-then-create flow. Returns the created deposit invoice: id, number, amounts, currency, and is_deposit. This route is in open beta and subject to breaking changes. Required: parent, percent.
- **create_a_sellsy_deposit_invoices_compute** — Compute the amounts of a deposit invoice in Sellsy from its parent document without persisting it. Returns: parent, deposit. Open beta: specifications may change. Required: parent, rows.
- **list_all_sellsy_deposit_invoice_smart_tags** — List the smart tags linked to a Sellsy deposit invoice. Returns each tag as a record with id and value. Available in open beta; specifications may change. Required: deposit_invoice_id.
- **create_a_sellsy_deposit_invoice_smart_tag** — Link a list of smart tags to a Sellsy deposit invoice; each body item either creates-and-links a new tag via value (case- and accent-insensitive, no duplicates) or links an existing tag via id. Returns the linked tags as records with id and value. Available in open beta; specifications may change. Required: deposit_invoice_id.
- **create_a_sellsy_deposit_invoice_validate** — Validate a deposit invoice in Sellsy, moving it from draft to due status — after validation the invoice can no longer be edited. Returns the validated invoice object with id, number, status, date, amounts, currency, taxes, and pdf_link. Open beta — specifications may change. Required: deposit_invoice_id.
- **list_all_sellsy_deposit_invoice_credit_notes** — List the credit notes linked to a deposit invoice in Sellsy. Returns each credit note's id, number, status, date, amounts (excl./incl. tax totals), currency, taxes, and related records. Route is in open beta; specifications may change. Required: deposit_invoice_id.
- **list_all_sellsy_deposit_invoice_payments** — List payments linked to a Sellsy deposit invoice. Returns the payment records (id plus InvoicingPayment attributes). Available in open beta; specs may change. Required: deposit_invoice_id.
- **create_a_sellsy_deposit_invoice_payment** — Link a payment to a Sellsy deposit invoice by specifying the amount of the payment to apply. Returns the attached payment records (id plus InvoicingPayment attributes). Available in open beta; specs may change. Required: document_id, payment_id, amount.
- **delete_a_sellsy_deposit_invoice_payment_by_id** — Unlink a payment from a Sellsy deposit invoice. Returns an empty 204 response on success. Available in open beta; specs may change. Required: id, document_id.
- **list_all_sellsy_deposit_invoice_files** — List directories and files attached to a Sellsy deposit invoice. Returns: id, type, name, created, breadcrumbs. Route is in open beta and subject to breaking changes. Required: document_id.
- **create_a_sellsy_deposit_invoice_file** — Attach a file to a Sellsy deposit invoice via multipart upload. Returns the uploaded file entry with id, type, name, created, size, and extension. Route is in open beta and subject to breaking changes. Required: document_id.
- **list_all_sellsy_deposit_invoice_custom_fields** — List the custom fields attached to a Sellsy deposit invoice. Returns each field's id, name, code, type, value, mandatory flag, rank, and related group. Route available in open beta and subject to breaking changes. Required: deposit_invoice_id.
- **sellsy_deposit_invoice_custom_fields_bulk_update** — Update the list of custom fields on a deposit invoice in Sellsy. Sends a JSON array where each entry supplies the custom field id and its value (accepted shapes vary by field type: text, numeric, date, time, email, URL, yes/no, choice, amount with currency, number with unit, or id lists). Returns an empty 204 response on success. Open beta route;…. Required: id.
- **list_all_sellsy_proforma_invoice_custom_fields** — List the custom fields attached to a Sellsy proforma invoice. Returns: id, name, code, description, mandatory, rank, related_object, customfield_group, show_on_pdf, type, value. Required: proforma_invoice_id.
- **create_a_sellsy_progress_invoice** — Create a progress invoice in Sellsy. Returns the created progress invoice including its id, number, status, amounts, taxes, related records, parent document, and pdf_link. Requires parent and rows. The route is in open beta and its specification may change; rows[x].description will become required in a future update. Required: parent, rows.
- **update_a_sellsy_progress_invoice_by_id** — Update a progress invoice by id in Sellsy. Returns the updated progress invoice including its id, number, status, amounts, taxes, related records, and pdf_link. The route is in open beta and its specification may change; rows[x].description will become required in a future update. Required: id.
- **create_a_sellsy_progress_invoices_compute** — Compute the rows and totals of a draft Sellsy progress invoice. Returns the computed progress invoice object with schema-defined fields (upstream schema ComputedProgresssInvoice); the field-level breakdown is not enumerated in the documentation. Requires the progress invoice payload in the request body. Available in open beta; specifications may change with breaking updates. Required: parent, rows.
- **list_all_sellsy_payment_terms** — List payment terms in Sellsy. Returns each term's id, rank, created_at, and updated_at; optionally ordered by order (id or rank).
- **list_all_sellsy_bank_accounts** — List all bank accounts configured in Sellsy. Returns a page of bank account records, each with its id and the account attributes defined by the Sellsy BankAccount schema (field-level breakdown is defined upstream).
- **list_all_sellsy_check_labels** — List all check labels in Sellsy, optionally sorted and embedded with related resources. Returns: id, label, rank, _embed, color, icon, is_default.
- **list_all_sellsy_assigned_staff_labels** — List all assigned staff labels in Sellsy. Returns each label's id and rank, sortable with the order parameter (id or rank).
- **list_all_sellsy_addresses** — List account addresses in Sellsy. Returns: id, name, address_line_1, address_line_2, address_line_3, address_line_4, postal_code, city, country, country_code, is_invoicing_address, is_delivery_address, geocode, created, updated.
- **list_all_sellsy_proposals_models** — List all proposal models in Sellsy. Returns proposal model records including id, name, type, and is_archived. This route is in open beta and its specification may change.
- **get_single_sellsy_proposals_model_by_id** — Get a single Sellsy proposal model by id. Returns the proposal model including id, name, type, and is_archived. This route is in open beta and its specification may change. Required: id.
- **list_all_sellsy_search_proposals_models** — Search Sellsy proposal models by filters and return the matching list. Returns: id, owner, name, is_archived, related. Available in open beta; specifications are subject to breaking changes. Required: filters.
- **create_a_sellsy_model_generate_document** — Generate a proposal document in Sellsy from a proposal model identified by model_id. Returns the generated proposal document including its id and number. Available in open beta; specifications may change. Required: model_id.
- **get_single_sellsy_proposals_document_by_id** — Get a proposal document in Sellsy by its numeric id. Returns: id, owner, name, is_archived, pdf_link, number, status, related, file_id, _embed. Open beta route — specifications are potentially subject to significant, breaking changes. Required: id.
- **get_single_sellsy_document_esign_by_id** — Get the electronic signature of a proposal document in Sellsy. Returns the esign object including id, auth_mode, status, and cosigners with their signature urls. Required: id.
- **create_a_sellsy_document_esign** — Create an electronic signature request for a proposal document in Sellsy; the document must have a signature block added on it. Returns the created esign including id, auth_mode, status, and cosigners. Requires document_id, auth_mode, and related (1 to 6 signers). Required: document_id.
- **sellsy_document_esigns_bulk_delete** — Cancel the electronic signature of a proposal document in Sellsy. Returns an empty 204 response on success. Required: id.
- **list_all_sellsy_search_estimates** — Search estimates in Sellsy by supplying filter criteria in the request body. Returns the matching estimate records including their id, status, subject, date, amounts, currency, and owner. Required: filters.
- **list_all_sellsy_search_listings_exports** — Search Sellsy listing exports for the current user, ordered by creation date, filterable by creation-date interval, owner, listing type, custom name, and column format. Returns: id, status, progress, listing_name, custom_name, created_at, started_at, ended_at, total_rows, owner_id, send_email, metadata, public_url, export_api. Open beta — spec may change.
- **list_all_sellsy_accounting_journal_metas** — Get metadata for a Sellsy accounting journal. Returns the upstream AccountingMetas context object; its fields are not enumerated in the docs and depend on the journal type. Required: type.
- **list_all_sellsy_crm_metas** — Get the Sellsy CRM activity metadata — everything needed to build activity forms, such as filter labels and static values. Returns the CrmActivityMetas context object with schema-specific fields; the endpoint takes no parameters.
- **list_all_sellsy_pur_invoice_metas** — Get the OCR metadata for purchase invoices in Sellsy. Returns boolean capability flags used to build purchase-invoice OCR forms: user_can_validate_pur_invoice, create_pur_invoice, create_pur_credit_note, create_payment, create_fast, and import.

## How it works

1. **Link your customer's Sellsy account.** Use Truto's frontend SDK; we handle every OAuth and API key flow so you don't need to create the OAuth app.
2. **Authentication is automatic.** Truto refreshes tokens, stores credentials securely, and injects them into every API request.
3. **Call Truto's API to reach Sellsy.** The Proxy API is a 1-to-1 mapping of the Sellsy API.
4. **Get a unified response format.** Every response uses a single shape, with cursor-based pagination and data in the `result` field.

## Use cases

- **Sync CRM and billing data for finance-aware SaaS** — Give your users a single connection that covers both their sales pipeline and their invoicing ledger. Ideal for AR automation, revenue analytics, or finance ops tools that need Sellsy's quote-to-cash data alongside CRM context.
- **Log omnichannel activity into the Sellsy timeline** — VoIP, email, and messaging platforms can push calls, meetings, and tasks directly into Sellsy so sales reps see every customer touchpoint without leaving their CRM. This makes your product sticky for Sellsy-first sales teams.
- **Automate quote-to-cash from external systems** — E-commerce, CPQ, and usage-metering platforms can create estimates, orders, invoices, and register payments programmatically. Perfect for SaaS tools that generate billable events and need to reflect them in the customer's system of record.
- **Enrich support and success workflows with billing context** — Helpdesk and customer success platforms can surface a customer's subscriptions, invoices, and payment history inside their agent UI. Enables faster resolution and lets agents trigger credit notes or refunds without switching tools.
- **Route qualified leads from marketing automation into Sellsy** — Marketing platforms can create contacts, companies, and opportunities in Sellsy as leads convert, and tag them with smart tags so sales teams can filter and prioritize. Closes the loop between marketing spend and pipeline creation.

## What you can build

- **Two-way contact and company sync** — Keep contacts, companies, addresses, and custom fields in lockstep between your product and Sellsy, with support for smart tags and Sellsy's individual/company distinction.
- **Automated invoice creation and validation** — Generate draft invoices from usage or subscription events, attach line items and discounts, then call the validate endpoint to transition them into legally due documents.
- **Payment reconciliation engine** — Register payments against invoices, deposit invoices, and credit notes as they clear in your payment gateway, keeping Sellsy's AR ledger accurate in real time.
- **Opportunity and pipeline management** — Create opportunities, move them across pipeline steps, update custom fields, and attach files or smart tags so your product can drive Sellsy's sales workflow end to end.
- **Timeline activity injection** — Push phone calls, calendar events, comments, and tasks tied to specific contacts or companies so every customer interaction shows up in the Sellsy timeline.
- **Document generation with e-signature** — Generate proposals from Sellsy templates and orchestrate e-signature requests on estimates, orders, and proposal documents directly from your product.

## FAQs

### How does authentication with Sellsy work through Truto?

Truto handles the full OAuth flow with Sellsy, including token storage and refresh. Your end users connect their Sellsy account through a Truto-hosted or embedded flow, and you receive a stable connection ID to make API calls without handling credentials yourself.

### Which Sellsy objects can I read and write?

The integration supports the full breadth of Sellsy's API surface: CRM entities (contacts, individuals, companies, opportunities, activities, tasks, calendar events, phone calls, comments), commercial documents (estimates, orders, deliveries, invoices, credit notes, deposit invoices, proforma invoices), subscriptions and payment installments, catalog items and prices, and admin resources like taxes, accounting codes, and staff.

### Are custom fields and smart tags supported?

Yes. You can list custom field definitions and bulk update custom field values on companies, contacts, individuals, opportunities, estimates, orders, invoices, credit notes, and deposit invoices. Smart tags can be listed, created, and attached to most core entities.

### Can I receive real-time events from Sellsy?

Yes. Sellsy supports webhooks, and Truto exposes tools to create, list, update, and delete webhook subscriptions as well as enumerate available webhook events. You can listen for events like invoice status changes or opportunity updates to trigger workflows in your product.

### How do I handle Sellsy's search and filtering across large accounts?

Sellsy provides dedicated search endpoints for most entities (contacts, companies, invoices, opportunities, orders, subscriptions, and more). Truto exposes these as list_all_sellsy_search_* tools, and pagination is handled consistently so you can iterate through large result sets reliably.

### Does the integration cover French e-invoicing and localized fields?

Yes. Sellsy's API exposes localized concepts like SEPA/GoCardless mandates, e-invoicing compliance flags, French legal company data, and accounting journal exports. These fields are passed through by Truto so you can build compliance-aware workflows for French and European customers.

## Related reading

- [Connect Sellsy to ChatGPT: Manage Data and Automate Workflows](https://truto.one/blog/connect-sellsy-to-chatgpt-manage-data-and-automate-workflows/) — Learn how to connect Sellsy to ChatGPT using an MCP server. Automate CRM data entry, invoicing, and sales workflows with secure tool calling.
- [Connect Sellsy to Claude: Query Records and Sync Information](https://truto.one/blog/connect-sellsy-to-claude-query-records-and-sync-information/) — Learn how to connect Sellsy to Claude using a managed MCP server. A complete engineering guide to generating AI tools, handling custom fields, and querying CRM records.
- [Connect Sellsy to AI Agents: Build Autonomous Integration Workflows](https://truto.one/blog/connect-sellsy-to-ai-agents-build-autonomous-integration-workflows/) — Learn how to connect Sellsy to AI agents using Truto's /tools endpoint. Build autonomous CRM and billing workflows with LangChain, Vercel AI SDK, or CrewAI.