Connect Cast AI and Sellsy to Build Intelligent Automations

Choose a Trigger

Cast AI

When this happens...

Choose an Action

Sellsy

Automatically do this!

Use the Built-in Integrations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Triggers when a new contact is created.

New Opportunity

New Opportunity

Triggers when a new opportunity is Created.

New Company

New Company

Triggers when a new company (client or prospect) is created.

New Task

New Task

Triggers when a new task is created.

Deleted Task

Deleted Task

Triggers when a task is deleted.

Updated Company

Updated Company

Triggers when a company (client or prospect) is updated.

Do thisActions

Action is the task that follows automatically within your Cast AI integrations.

Predict Model

Predict Model

Predict the best model based on the prompt.

Mark Organization

Mark Organization

Mark the organization eligible for tial period.

Create Contact

Create Contact

Creates a new contact in Sellsy.

Create Task

Create Task

Creates a New Task.

Create an opportunity

Create an opportunity

Creates a new opportunity

Find Contact

Find Contact

Find an Existing Contact.

We'll help you get started

Our team is all set to help you!

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Frequently Asked Questions

How do I start an integration between Cast AI and Sellsy?

To start, connect both your Cast AI and Sellsy accounts to viaSocket. Once connected, you can set up a workflow where an event in Cast AI triggers actions in Sellsy (or vice versa).

Can we customize how data from Cast AI is recorded in Sellsy?

Absolutely. You can customize how Cast AI data is recorded in Sellsy. This includes choosing which data fields go into which fields of Sellsy, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Cast AI and Sellsy?

The data sync between Cast AI and Sellsy typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Cast AI to Sellsy?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Cast AI and Sellsy?

Yes, you can set conditional logic to control the flow of data between Cast AI and Sellsy. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Cast AI

About Cast AI

Cast AI is a platform that provides automated cloud optimization solutions, helping businesses manage and optimize their cloud resources efficiently. It leverages AI to reduce cloud costs, enhance performance, and ensure high availability of applications.

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Sellsy

About Sellsy

Sellsy is a comprehensive business management platform that offers tools for CRM, invoicing, accounting, and project management, designed to streamline operations and enhance productivity for businesses of all sizes.

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