Connect Generatebanners and Sellsy to Build Intelligent Automations
Choose a Trigger
When this happens...
Templates Created
Choose an Action
Automatically do this!
Create Contact
Create Task
Create Opportunity
Find or Create Contact
Create or Update Contact
Find or Create Company
Ready to use Generatebanners and Sellsy automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Templates Created
Trigger when a new template is created.
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 Generatebanners integrations.
Search Templates
Search templates by name.
Create an Image
Create a new image.
Create a Set of Images
Create a new image set.
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 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.
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Frequently Asked Questions
To start, connect both your Generatebanners and Sellsy accounts to viaSocket. Once connected, you can set up a workflow where an event in Generatebanners triggers actions in Sellsy (or vice versa).
Absolutely. You can customize how Generatebanners 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 Generatebanners 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 Generatebanners 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 Generatebanners
Generatebanners is a platform that specializes in creating custom banners for various purposes, including marketing, events, and online promotions. It offers tools and templates to design visually appealing banners that can enhance brand visibility and engagement.
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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