Integrate Sellsy with CompanyCam to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Start from a real workflow other teams are already running.
Sellsy
When this happens...
New Contact
New Opportunity
New Company
New Task
Deleted Task
Updated Company
Updated Contact
Updated Opportunity Status
Updated Task
Invoice Created
Invoice Updated
CompanyCam
Automatically do this!
Add Photo
Create Checklist From Template
Add Project
Add Project Label
Update Project Notepad
Find or Create Project
Create Tag
Create User
Create Group
Add Photo in Companycam when New Contact in Sellsy
Use this flowCreate Checklist From Template in CompanyCam when New Contact in Sellsy
Use this flowAdd Project to CompanyCam when New Contact in Sellsy
Use this flowAdd Project Label in Companycam when New Contact in Sellsy
Use this flowUpdate Project Notepad in CompanyCam when New Contact in Sellsy
Use this flowFind or Create Project in Companycam when New Contact in Sellsy
Use this flowCreate Tag in CompanyCam when New Contact in Sellsy
Use this flowCreate User in Companycam when New Contact in Sellsy
Use this flowCreate Group in CompanyCam when New Contact in Sellsy
Use this flowAdd Photo in Companycam when New Opportunity in Sellsy
Use this flowEverything you can automate between Sellsy and CompanyCam.
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Action is the task that follows automatically within your Sellsy integrations.
Add a new contact with name, email, phone, social profiles, owner, notes, and preferences.
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.
Add a new contact or update an existing contact in Sellsy using name, email, phone, job title, website, birth date, notes, owner, archive status, and social links.
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.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
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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 moreCompanyCam is an app built for contractors and trades professionals to capture and organize important job site information, including photos and documents. Connecting CompanyCam with other software and CRMs allows users to keep tabs on progress and improve their processes.
Learn moreSign up for a free viaSocket account, then authorize both your Sellsy and CompanyCam accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Sellsy and CompanyCam as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach CompanyCam. No coding required.
Yes. You can set up a workflow where Sellsy triggers actions in CompanyCam, and a separate workflow where CompanyCam triggers actions in Sellsy. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Sellsy and CompanyCam. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Sellsy and CompanyCam integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.