Connect Sellsy and bunnydoc to Build Intelligent Automations

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Sellsy

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bunnydoc

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Enable Integrations or automations with these events of Sellsy and bunnydoc

Enable Integrations or automations with these events of Sellsy and bunnydoc

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

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.

Create or Update Contact

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).

Find or Create Company

Find or Create Company

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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Frequently Asked Questions

How do I start an integration between Sellsy and bunnydoc?

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

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

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

How often does the data sync between Sellsy and bunnydoc?

The data sync between Sellsy and bunnydoc 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 bunnydoc?

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 bunnydoc?

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

About bunnydoc

BunnyDoc is a digital signature app, enables you to efficiently sign documents, create agreements, and engage in contract negotiations with eSignatures.

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