Connect SandeshChat and Sellsy to Build Intelligent Automations

Choose a Trigger

SandeshChat

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 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.

Updated Company

Updated Company

Triggers when a company (client or prospect) is updated.

Do thisActions

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

Send Template Message

Send Template Message

Send a SandeshChat template message to a recipient's phone number.

Send Session Message

Send Session Message

Send a chat message (text, image, audio, video, document, or location) to a recipient via SandeshChat.

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 SandeshChat and Sellsy?

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

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

Absolutely. You can customize how SandeshChat 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 SandeshChat and Sellsy?

The data sync between SandeshChat 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 SandeshChat 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 SandeshChat and Sellsy?

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

SandeshChat

About SandeshChat

SandeshChat is a dynamic communication platform designed to enhance team collaboration and streamline messaging. Ideal for businesses and teams looking to improve their internal communication, SandeshChat offers a range of features including instant messaging, file sharing, and group chats.

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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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