Connect Reflect and Sellsy to Build Intelligent Automations

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Reflect

When this happens...

Choose an Action

Sellsy

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Link

New Link

Triggers when a new link is created

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.

Deleted Task

Deleted Task

Triggers when a task is deleted.

Do thisActions

Action is the task that follows automatically within your Reflect integrations.

Create Note

Create Note

Creates a Note with supplied HTML or Markdown.

Create Link

Create Link

Creates a Link inside of Reflect.

Append to Daily Note

Append to Daily Note

Appends text to the daily note

List Graphs

List Graphs

Get a list of all graphs.

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.

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Frequently Asked Questions

How do I start an integration between Reflect and Sellsy?

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

Can we customize how data from Reflect is recorded in Sellsy?

Absolutely. You can customize how Reflect 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 Reflect and Sellsy?

The data sync between Reflect 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 Reflect 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 Reflect and Sellsy?

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

Reflect

About Reflect

Reflect is a powerful tool designed to help users capture, organize, and reflect on their thoughts and ideas. With features that support note-taking, journaling, and idea management, Reflect.app is perfect for individuals looking to enhance their productivity and mindfulness.

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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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