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Sellsy

Slack

Insightly

Integrations SellsyInsightly

Create integrations between Sellsy and Insightly

whenNew or Updated Contact
Create Contact

Create Contact in Sellsy when New or Updated Contact in Insightly

whenNew or Updated Contact
Create Task

Create Task in Sellsy when New or Updated Contact in Insightly

whenNew or Updated Contact
Create an opportunity

Create an opportunity in Sellsy when New or Updated Contact in Insightly

whenNew or Updated Contact
Find Contact

Find Contact in Sellsy when New or Updated Contact in Insightly

whenNew or Updated Contact
Create or Update Contact

Create or Update Contact in Sellsy when New or Updated Contact in Insightly

whenNew or Updated Contact
Find Company

Find Company in Sellsy when New or Updated Contact in Insightly

whenNew Document Template
Create Contact

Create Contact in Sellsy when New Document Template in Insightly

whenNew Document Template
Create Task

Create Task in Sellsy when New Document Template in Insightly

whenNew Document Template
Create an opportunity

Create an opportunity in Sellsy when New Document Template in Insightly

whenNew Document Template
Find Contact

Find Contact in Sellsy when New Document Template in Insightly

Actions and Triggers

When this happensTriggers

Sellsy

New or Updated Contact

Triggers when a new contact is created or updated.

Sellsy

New Document Template

Triggers when new document template is created.

Sellsy

New Email

Triggers when new email is send.

Sellsy

New or Updated Event

Trigger when a event is created or updated.

Sellsy

New or Updated Lead

Triggers when new lead is created or updated.

Sellsy

New or Updated Opportunities

Triggers when new opportunity is created or updated.

Do thisActions

Sellsy

Create Contact

Creates a new contact in Sellsy.

Sellsy

Create Task

Creates a New Task.

Sellsy

Create an opportunity

Creates a new opportunity

Sellsy

Find Contact

Find an Existing Contact.

Sellsy

Create or Update Contact

Creates a new contact or update an existing contact.

Sellsy

Find Company

Find an Existing Company.

Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?
No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.
Can I automate complex multi-step workflows across thousands of apps with viaSocket?
Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.
Can I monitor the performance of integrations and troubleshoot issues?
Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.
How does viaSocket ensure the security of data exchanged between integrated apps?
Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.
Slack

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.

Business ManagementCRM
Learn More
Slack

About Insightly

Insightly is a powerful CRM and project management tool designed to help businesses manage customer relationships, track sales, and streamline project workflows. With Insightly, you can easily organize and manage your contacts, leads, and opportunities, as well as collaborate with your team on projects and tasks.

Project ManagementMarketing Automation
Learn More
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