Connect Sellsy and Google Data Studio to Build Intelligent Automations
Enable Integrations or automations with these events of Sellsy and Google Data Studio
Enable Integrations or automations with these events of Sellsy and Google Data Studio
Triggers
New Contact
Triggers when a new contact is created.
New Opportunity
Triggers when a new opportunity is Created.
New Company
Triggers when a new company (client or prospect) is created.
New Task
Triggers when a new task is created.
Deleted Task
Triggers when a task is deleted.
Updated Company
Triggers when a company (client or prospect) is updated.
Actions
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 a new task in Sellsy with title, due date, assignees, label, priority, reminders, and optional related items.
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
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 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
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
To start, connect both your Sellsy and Google Data Studio accounts to viaSocket. Once connected, you can set up a workflow where an event in Sellsy triggers actions in Google Data Studio (or vice versa).
Absolutely. You can customize how Sellsy data is recorded in Google Data Studio. This includes choosing which data fields go into which fields of Google Data Studio, setting up custom formats, and filtering out unwanted information.
The data sync between Sellsy and Google Data Studio 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 Google Data Studio. 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.
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.
Learn More
About Google Data Studio
Google Data Studio is a powerful tool that allows users to transform raw data into informative, easy-to-read, and shareable dashboards and reports. It integrates seamlessly with various data sources, enabling users to visualize and analyze data in real-time, making it an essential tool for data-driven decision-making.
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