IntegrationsSellsyBookmark OS
Sellsy + Bookmark OS

Connect Sellsy and Bookmark OS to Build Intelligent Automations

Choose a Trigger

Sellsy

When this happens...

Choose an Action

Bookmark OS

Automatically do this!

Enable Integrations or automations with these events of Sellsy and Bookmark OS

Enable Integrations or automations with these events of Sellsy and Bookmark OS

Triggers

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.

Actions

Create Contact

Create Contact

Creates a new contact in Sellsy.

Create Task

Create Task

Creates a New Task.

Create an opportunity

Create an opportunity

Creates a new opportunity

Find Contact

Find Contact

Find an Existing Contact.

Create or Update Contact

Create or Update Contact

Creates a new contact or update an existing contact.

Find Company

Find Company

Find an Existing Company.

Request a new Action for Sellsy

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Frequently Asked Questions

How do I start an integration between Sellsy and Bookmark OS?

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

Can we customize how data from Sellsy is recorded in Bookmark OS?

Absolutely. You can customize how Sellsy data is recorded in Bookmark OS. This includes choosing which data fields go into which fields of Bookmark OS, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Sellsy and Bookmark OS?

The data sync between Sellsy and Bookmark OS 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 Sellsy to Bookmark OS?

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 Sellsy and Bookmark OS?

Yes, you can set conditional logic to control the flow of data between Sellsy and Bookmark OS. 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

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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Bookmark OS

About Bookmark OS

Bookmark OS is a comprehensive platform designed to organize and manage your bookmarks efficiently. It provides a desktop-like interface for your bookmarks, making it easy to categorize, search, and access your favorite websites and online resources. With Bookmark OS, users can streamline their online navigation and enhance productivity by keeping their digital resources neatly organized.

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