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 Bolna integrations.
Create outbound calls.
Get all agent executions and their details.
Get a list of all Voice AI agents under your account.
Get a list of all phone numbers associated with your account.
Get a list of all knowledgebases associated with your account.
Get a list of all providers associated with your Bolna account.

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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 Bolna and Sellsy accounts to viaSocket. Once connected, you can set up a workflow where an event in Bolna triggers actions in Sellsy (or vice versa).
Absolutely. You can customize how Bolna 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 Bolna 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 Bolna 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.
Bolna is an innovative AI-powered platform designed to enhance communication and interaction through advanced natural language processing capabilities. It offers tools and solutions for seamless and efficient communication, making it ideal for businesses and individuals looking to improve their conversational experiences.
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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