Integrations AlgoDocs Integration Sellsy
AlgoDocs Integration + Sellsy

Connect AlgoDocs Integration and Sellsy to Build Intelligent Automations

Choose a Trigger

AlgoDocs Integration

When this happens...

Choose an Action

Sellsy

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Ready to use AlgoDocs Integration and Sellsy automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Extracted Data Available

Extracted Data Available

Triggers when a new Document is processed and extracted data is available

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.

Do thisActions

Action is the task that follows automatically within your AlgoDocs Integration integrations.

Create Contact

Create Contact

Adds a new contact to Sellsy using the provided details (name, email, phone, social profiles, sync and marketing preferences, and owner).

Create Task

Create Task

Create a new task in Sellsy with title, due date, assignees, label, priority, reminders, and optional related items.

Create Opportunity

Create Opportunity

Create a new opportunity in Sellsy, specifying owner, pipeline step, amount, probability, source, and optionally related contact/company, due date, notes, and assigned staff.

Find or Create Contact

Find or Create Contact

Search for a contact by last name, email, or mobile number; optionally create a new contact when Create is true using the provided contact fields.

Create or Update Contact

Create or Update Contact

Create a new Sellsy contact or update an existing one using the provided details (name, email, phone, website, position, birth date, notes, owner, and archive status).

Find or Create Company

Find or Create Company

Search companies by name, email, or mobile and filter by company type. If 'Create' is true, create a new company using the provided company fields.

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Frequently Asked Questions

How do I start an integration between AlgoDocs Integration and Sellsy?

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

Can we customize how data from AlgoDocs Integration is recorded in Sellsy?

Absolutely. You can customize how AlgoDocs Integration 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 AlgoDocs Integration and Sellsy?

The data sync between AlgoDocs Integration 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 AlgoDocs Integration 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 AlgoDocs Integration and Sellsy?

Yes, you can set conditional logic to control the flow of data between AlgoDocs Integration 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.

AlgoDocs Integration

About AlgoDocs Integration

Integrate with AlgoDocs API to seamlessly manage and process your documents. Automate document extraction, data processing, and more with ease.

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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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