IntegrationsSellsyFormcarry
Sellsy + Formcarry

Connect Sellsy and Formcarry to Build Intelligent Automations

Choose a Trigger

Sellsy

When this happens...

Choose an Action

Formcarry

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Enable Integrations or automations with these events of Sellsy and Formcarry

Enable Integrations or automations with these events of Sellsy and Formcarry

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 Formcarry?

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

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

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

How often does the data sync between Sellsy and Formcarry?

The data sync between Sellsy and Formcarry 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 Formcarry?

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 Formcarry?

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

About Formcarry

Formcarry is a powerful form backend service that allows users to easily collect and manage form submissions from their websites without the need for server-side code. It provides a simple and efficient way to handle form data, making it ideal for developers and businesses looking to streamline their form processing workflows.

Learn More