
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 Keywords AI integrations.
The Logs List endpoint allows you to get the past logs with specified filters.
You can create a prompt by sending a POST request to the prompts endpoint.
This endpoint retrieves log threads based on specified filters and pagination parameters.
Get prompt list.
You can update a prompt by sending a PATCH request to the prompt endpoint
You can delete a prompt by sending a DELETE request to the prompt endpoint.

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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 Keywords AI and Sellsy accounts to viaSocket. Once connected, you can set up a workflow where an event in Keywords AI triggers actions in Sellsy (or vice versa).
Absolutely. You can customize how Keywords 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.
The data sync between Keywords AI 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 Keywords 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.
Keywords AI is a powerful tool designed to help businesses and marketers optimize their content for search engines by providing intelligent keyword suggestions and analysis. It leverages advanced AI algorithms to identify the most effective keywords that can enhance visibility and drive traffic to websites.
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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