Connect Samvad and Sellsy to Build Intelligent Automations
Ready to use Samvad and Sellsy automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Updated Company
Triggers when a company (client or prospect) is updated.
Do thisActions
Action is the task that follows automatically within your Samvad integrations.
Create Lead
Creates a new lead in Samvad using selected custom fields and an optional next follow-up date.
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.
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.
Create or Update Contact
Create a new Sellsy contact or update an existing one using the provided details (name, email, phone, website, position, birth date, notes, owner, and archive status).
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Frequently Asked Questions
To start, connect both your Samvad and Sellsy accounts to viaSocket. Once connected, you can set up a workflow where an event in Samvad triggers actions in Sellsy (or vice versa).
Absolutely. You can customize how Samvad 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 Samvad 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 Samvad 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 Samvad
Samvad is a comprehensive telecalling solution designed to enhance communication and streamline customer interactions. Ideal for businesses looking to improve their telecommunication strategies, Samvad offers tools for efficient call management and customer 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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