Connect Sellsy and Gretel AI
Integrate Sellsy with Gretel AI to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Sellsy + Gretel AI flows
Start from a real workflow other teams are already running.
Choose a trigger
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
Choose an action
Gretel AI
Automatically do this!
Get a specific Project
Create project
List Project
Update Project
Delete Project
List Project Members
Create or Update Invite / Membership
Delete Membership or Invite
List project artifacts
Create project artifact
Get project artifact
Delete project artifact
Get model
Query Models
Update model
Get model artifact
Delete model
Query record handlers
Get record handler
Update record handler
Delete record handler
Search Workflow Runs
Create Workflow Run
Cancel Workflow Run
Search Workflows
Get Your Billing Data
List Invites
List Clusters
Get a specific Project from Gretel AI when New Contact in Sellsy
Use this flowCreate project in Gretel AI when New Contact in Sellsy
Use this flowList Project in Gretelai when New Contact in Sellsy
Use this flowUpdate Project in Gretelai when New Contact in Sellsy
Use this flowDelete Project in Gretelai when New Contact in Sellsy
Use this flowList Project Members in Gretelai when New Contact in Sellsy
Use this flowCreate or Update Invite / Membership in Gretelai when New Contact in Sellsy
Use this flowDelete Membership or Invite in Gretelai when New Contact in Sellsy
Use this flowList project artifacts in Gretelai when New Contact in Sellsy
Use this flowCreate project artifact in Gretelai when New Contact in Sellsy
Use this flowSupported Triggers & Actions
Everything you can automate between Sellsy and Gretel AI.
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Do thisActions
Action is the task that follows automatically within your Sellsy integrations.
Create Contact
Add a new contact with name, email, phone, social profiles, owner, notes, and preferences.
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
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.
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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 Gretel AI
Gretel AI provides tools and APIs to generate synthetic data, ensuring privacy and security while enabling data sharing and collaboration. It is designed to help developers and data scientists create high-quality, privacy-preserving synthetic data for machine learning and analytics.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Sellsy and Gretel AI 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 Gretel AI 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 Gretel AI. No coding required.
Yes. You can set up a workflow where Sellsy triggers actions in Gretel AI, and a separate workflow where Gretel AI 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 Gretel AI. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Sellsy and Gretel AI integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
