Connect Envoy for Visitors and Sellsy to Build Intelligent Automations
Choose a Trigger
When this happens...
Visitor Invited
Choose an Action
Automatically do this!
Create Contact
Create Task
Create an opportunity
Find Contact
Create or Update Contact
Find Company
Ready to use Envoy for Visitors and Sellsy automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Visitor Invited
Triggers when a visitor invite is created in Envoy.
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.
Do thisActions
Action is the task that follows automatically within your Envoy for Visitors integrations.
Create Contact
Creates a new contact in Sellsy.
Create Task
Creates a New Task.
Create an opportunity
Creates a new opportunity
Find Contact
Find an Existing Contact.
Create or Update Contact
Creates a new contact or update an existing contact.
Find Company
Find an Existing Company.
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Frequently Asked Questions
To start, connect both your Envoy for Visitors and Sellsy accounts to viaSocket. Once connected, you can set up a workflow where an event in Envoy for Visitors triggers actions in Sellsy (or vice versa).
Absolutely. You can customize how Envoy for Visitors 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 Envoy for Visitors 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 Envoy for Visitors 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.
About Envoy for Visitors
Envoy is a leading platform for workplace management, offering solutions for visitor management, room booking, and employee sign-in. It helps businesses streamline their operations and enhance security.
Learn MoreAbout 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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