Connect BoardCRM and Sellsy
Integrate BoardCRM with Sellsy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular BoardCRM + Sellsy flows
Start from a real workflow other teams are already running.
Choose a trigger
BoardCRM
When this happens...
- Request a new Trigger for BoardCRM
Choose an action
Sellsy
Automatically do this!
Create Contact
Create Task
Create Opportunity
Find or Create Contact
Create Or Update Contact
Find or Create Company
Add Comment in Boardcrm when New Contact in Sellsy
Use this flowUpdateLead in BoardCrm when New Contact in Sellsy
Use this flowCreate Deal in Boardcrm when New Contact in Sellsy
Use this flowAdd Comment in Boardcrm when New Opportunity in Sellsy
Use this flowUpdateLead in BoardCrm when New Opportunity in Sellsy
Use this flowCreate Deal in Boardcrm when New Opportunity in Sellsy
Use this flowAdd Comment in Boardcrm when New Company in Sellsy
Use this flowUpdateLead in BoardCrm when New Company in Sellsy
Use this flowCreate Deal in Boardcrm when New Company in Sellsy
Use this flowAdd Comment in Boardcrm when New Task in Sellsy
Use this flowSupported Triggers & Actions
Everything you can automate between BoardCRM and Sellsy.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created.
New Opportunity
Triggers when a new opportunity is Created.
New Company
Triggers when a new company (client or prospect) is created.
New Task
Triggers when a new task is created.
Deleted Task
Triggers when a task is deleted.
Updated Company
Triggers when a company (client or prospect) is updated.
Do thisActions
Action is the task that follows automatically within your BoardCRM integrations.
Add Comment
Add a comment to a specified deal in BoardCrm.
UpdateLead
Update an existing lead in BoardCrm by Lead ID to modify name, contact details, company, position, and notes.
Create Deal
Create a new deal (offer) in BoardCrm using the provided lead details and deal field values.
Create Contact
Add a new contact with name, email, phone, social profiles, owner, notes, and preferences.
Create Task
Create a new task in Sellsy with title, due date, assignees, label, priority, reminders, and optional related items.
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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About BoardCRM
BoardCrm is a comprehensive CRM solution designed to streamline customer relationship management and enhance sales processes. With features tailored for efficient contact management, sales tracking, and customer engagement, BoardCrm empowers businesses to build stronger relationships and drive growth.
Learn moreSimilar apps
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your BoardCRM and Sellsy accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between BoardCRM and Sellsy as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Sellsy. No coding required.
Yes. You can set up a workflow where BoardCRM triggers actions in Sellsy, and a separate workflow where Sellsy triggers actions in BoardCRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between BoardCRM and Sellsy. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire BoardCRM and Sellsy integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
