Connect Sellsy and Iterate
Integrate Sellsy with Iterate to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Sellsy + Iterate 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
Iterate
Automatically do this!
Add User to Survey
List Surveys
Get Survey Responses
Get Survey Stats
Search User
Anonymize User
Add User to Survey in Iterate when New Contact in Sellsy
Use this flowList Surveys from Iterate when New Contact in Sellsy
Use this flowGet Survey Responses from Iterate when New Contact in Sellsy
Use this flowGet Survey Stats from Iterate when New Contact in Sellsy
Use this flowSearch User in Iterate when New Contact in Sellsy
Use this flowAnonymize User in Iterate when New Contact in Sellsy
Use this flowAdd User to Survey in Iterate when New Opportunity in Sellsy
Use this flowList Surveys from Iterate when New Opportunity in Sellsy
Use this flowGet Survey Responses from Iterate when New Opportunity in Sellsy
Use this flowGet Survey Stats from Iterate when New Opportunity in Sellsy
Use this flowSupported Triggers & Actions
Everything you can automate between Sellsy and Iterate.
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 Iterate
Iterate helps teams collect customer feedback and insights through targeted surveys and forms.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Sellsy and Iterate 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 Iterate 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 Iterate. No coding required.
Yes. You can set up a workflow where Sellsy triggers actions in Iterate, and a separate workflow where Iterate 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 Iterate. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Sellsy and Iterate integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
