Connect Hedy AI and Sellsy to Build Intelligent Automations

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Hedy AI

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Sellsy

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Highlight Created

New Highlight Created

runs when New Highlight Created

Session Ends

Session Ends

runs when Session Ends

New Contact

New Contact

Triggers when a new contact is created.

New Opportunity

New Opportunity

Triggers when a new opportunity is Created.

New Company

New Company

Triggers when a new company (client or prospect) is created.

New Task

New Task

Triggers when a new task is created.

Do thisActions

Action is the task that follows automatically within your Hedy AI integrations.

Get Session Details

Get Session Details

Get a session's details, including transcript, conversation and meeting minutes

Get Highlight Details

Get Highlight Details

Get a highlight's original quote, cleaned quote, and AI insights.

Create Contact

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 Task

Create a new task in Sellsy with title, due date, assignees, label, priority, reminders, and optional related items.

Create Opportunity

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.

Find or Create Contact

Find or Create Contact

Search for a contact by last name, email, or mobile number; optionally create a new contact when Create is true using the provided contact fields.

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Frequently Asked Questions

How do I start an integration between Hedy AI and Sellsy?

To start, connect both your Hedy AI and Sellsy accounts to viaSocket. Once connected, you can set up a workflow where an event in Hedy AI triggers actions in Sellsy (or vice versa).

Can we customize how data from Hedy AI is recorded in Sellsy?

Absolutely. You can customize how Hedy AI 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.

How often does the data sync between Hedy AI and Sellsy?

The data sync between Hedy AI and Sellsy typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Hedy AI to Sellsy?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Hedy AI and Sellsy?

Yes, you can set conditional logic to control the flow of data between Hedy AI 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.

Hedy AI

About Hedy AI

Hedy AI is a cutting-edge platform that leverages artificial intelligence to enhance productivity and streamline workflows. It offers innovative solutions for automating tasks, improving decision-making, and optimizing business processes.

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Sellsy

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.

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