Connect Scale and Sellsy to Build Intelligent Automations

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Scale

When this happens...

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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 Scale integrations.

Get Tasks

Get Tasks

Retrieve all the tasks for given project.

Create Batch

Create Batch

Create a new batch in a project to group related tasks for processing.

Pause Batch

Pause Batch

Pause processing of an in-progress Batch. Only unstarted tasks will be paused.

Resume Batch

Resume Batch

Resume processing of a paused Batch. Previously paused tasks will be resumed.

Finalize a batch

Finalize a batch

Mark a Scale batch as complete so no new tasks can be added.

Cancel Batch

Cancel Batch

Cancel processing of a Batch. Unstarted tasks will be cancelled. Completed batches cannot be cancelled.

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Frequently Asked Questions

How do I start an integration between Scale and Sellsy?

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

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

Absolutely. You can customize how Scale 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 Scale and Sellsy?

The data sync between Scale 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 Scale 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 Scale and Sellsy?

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

Scale

About Scale

Scale provides advanced AI-driven solutions for data labeling and annotation, helping businesses streamline their machine learning workflows.

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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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