Connect Microsoft Word and Sellsy to Build Intelligent Automations
Choose a Trigger
When this happens...
New Document Created1
New Document 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
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Document Created1
Triggers when a new Microsoft Word document is created.
New Document Created
Triggers when new document 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.
Do thisActions
Action is the task that follows automatically within your Microsoft Word integrations.
Create Word Document
Creates a new Microsoft Word document from a template or blank.
List All Word Documents
Shows all Word documents stored in your OneDrive.
Create Contact
Add a new contact with name, email, phone, social profiles, owner, notes, and preferences.
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.
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
To start, connect both your Microsoft Word and Sellsy accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Word triggers actions in Sellsy (or vice versa).
Absolutely. You can customize how Microsoft Word 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 Microsoft Word 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 Microsoft Word 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 Microsoft Word
Microsoft Word is a powerful word processing application that allows users to create, edit, and format documents with ease. It offers a wide range of features including text formatting, spell check, and the ability to insert images and tables, making it an essential tool for both personal and professional document creation.
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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