Enable Integrations or automations with these events of Sellsy and bazo
Triggers when a new contact is created.
Triggers when a new opportunity is Created.
Triggers when a new company (client or prospect) is created.
Triggers when a new task is created.
Triggers when a task is deleted.
Triggers when a company (client or prospect) is updated.
Adds a new contact to Sellsy using the provided details (name, email, phone, social profiles, sync and marketing preferences, and owner).
Create a new task in Sellsy with title, due date, assignees, label, priority, reminders, and optional related items.
Create a new opportunity in Sellsy, specifying owner, pipeline step, amount, probability, source, and optionally related contact/company, due date, notes, and assigned staff.
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 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).
Search companies by name, email, or mobile and filter by company type. If 'Create' is true, create a new company using the provided company fields.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Sellsy and bazo accounts to viaSocket. Once connected, you can set up a workflow where an event in Sellsy triggers actions in bazo (or vice versa).
Absolutely. You can customize how Sellsy data is recorded in bazo. This includes choosing which data fields go into which fields of bazo, setting up custom formats, and filtering out unwanted information.
The data sync between Sellsy and bazo 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 Sellsy and bazo. 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.
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.
Learn MoreBazo, get more Business Contacts from your Site! BAZO is a tool that recognizes which company entered your website and what it did during its visit. BAZO allows you to create individual prompts for your visitors, encouraging them to leave their phone number or e-mail.
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