Connect Sellsy and Keka to Build Intelligent Automations
Choose a Trigger
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
Automatically do this!
Get an Employee
Search Employee by Email
Deactivate Employee
Get All Exitreasons
Get all Leave Types
Employee Salary Details
Get Employee Documents
Get All Document Types
Get User Attendance
List all Employees
Attendance Regularization
Create Leave Request
Update Employee Personal Details
Create Employee
Get all Leave Balances
Get All Departments
Get All Job Titles
Get All Locations
List All Group Types
List All Groups
List All Capture Schemes
Get Review Group List
Get Time Frame List
Get all Leave Requests for a User
Gets review cycle list
Get Employee Review List
Get Holidays List
Get All Currencies
Get All Noticeperiods
Get All Contingent Types
Get Employee Document Attachment Download Url
List all Leave Plans
List all shift policies
List all trackingpolicies
List all weeklyoff policies
List all holidays Calendar
List all employee Salaries
List all Salary Components
List all Pay Groups
List All Pay Cycles
Get Pay Register
Get all Pay Batches
List all Batch Payments
List all Pay Bands
List all Pay Grades
List all Employee FnF Details
List all Bonus Types
Get financial details for all employees
List all Salary Structures
Get employee form 16
List all Banks
Get Attachment Download Url
Get all clients
List Client Invoices
List Taxes
List Tax Groups
List Projects
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Actions and Triggers
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
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 Keka accounts to viaSocket. Once connected, you can set up a workflow where an event in Sellsy triggers actions in Keka (or vice versa).
Absolutely. You can customize how Sellsy data is recorded in Keka. This includes choosing which data fields go into which fields of Keka, setting up custom formats, and filtering out unwanted information.
The data sync between Sellsy and Keka 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 Keka. 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 MoreAbout Keka
Keka is a comprehensive HR and payroll management platform designed to streamline and automate various human resource processes. It offers features such as employee management, attendance tracking, leave management, payroll processing, and performance evaluation, making it an essential tool for businesses looking to enhance their HR operations.
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