
When this happens...

Automatically do this!
Create Contact
Create Task
Create an opportunity
Find Contact
Create or Update Contact
Find Company
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contact is created.
Triggers when a new opportunity is Created.
Triggers when a new company (client or prospect) is created.
Triggers when a new task is created.
Triggers when a task is deleted.
Triggers when a company (client or prospect) is updated.
Action is the task that follows automatically within your Beeminder integrations.
Same as “List All Goals,” but returns goals you’ve archived.
Fetch all details for one goal. Include &datapoints=true to get its full datapoint history.
Returns datapoints (entries) logged under a goal.
Retrieves all active goals of the specified user.
Charges a specified amount (USD) to the user’s account, with an optional note
Removes the specified datapoint from the goal.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Beeminder and Sellsy accounts to viaSocket. Once connected, you can set up a workflow where an event in Beeminder triggers actions in Sellsy (or vice versa).
Absolutely. You can customize how Beeminder 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.
The data sync between Beeminder and Sellsy typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Beeminder 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.
Beeminder is a goal-tracking tool that helps you stay accountable and motivated by visualizing your progress and setting up financial stakes for your goals. Whether you're looking to build a new habit, lose weight, or complete a project, Beeminder keeps you on track by integrating with various apps and services.
Learn MoreSellsy 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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