Connect Sellsy and isms.online to Build Intelligent Automations

Choose a Trigger

Sellsy

When this happens...

Choose an Action

isms.online

Automatically do this!

Enable Integrations or automations with these events of Sellsy and isms.online

Enable Integrations or automations with these events of Sellsy and isms.online

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 isms.online?

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

Can we customize how data from Sellsy is recorded in isms.online?

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

How often does the data sync between Sellsy and isms.online?

The data sync between Sellsy and isms.online 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 isms.online?

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 isms.online?

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

About isms.online

ISMS.online is a cloud-based compliance management platform that helps businesses manage information security, privacy, and regulatory compliance. It simplifies the process of maintaining standards like ISO 27001 and GDPR through tools for risk assessments, policy management, and auditing. The platform provides centralized control, real-time updates, and automated workflows to ensure ongoing compliance and streamline security processes.

Learn More