Connect Sellsy and klimapi to Build Intelligent Automations

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Sellsy

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klimapi

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Enable Integrations or automations with these events of Sellsy and klimapi

Enable Integrations or automations with these events of Sellsy and klimapi

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 klimapi?

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

Can we customize how data from Sellsy is recorded in klimapi?

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

How often does the data sync between Sellsy and klimapi?

The data sync between Sellsy and klimapi 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 klimapi?

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 klimapi?

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

About klimapi

KlimAPI is a platform that enables you and your customers to offset the unavoidable CO2 emissions of the service or product you sell.

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