Automate Sellsy with viaSocket
Eliminate repetitive tasks and manual data entry. Build automated workflows with viaSocket's AI agents and serverless logic — no code required.
Popular Use Cases
Start a workflow in your other tools whenever something new happens in Sellsy.
Update records in Sellsy automatically when data changes in the apps your team already uses.
Log Sellsy activity into a spreadsheet or database so reporting stays current without manual entry.
Popular ways to automate Sellsy
Ready-made flows built with Sellsy — preview one, then make it yours.
Ready to use Sellsy automations
Triggers and Actions in Sellsy Automations
viaSocket makes it simple to connect Sellsy and automate repetitive tasks.
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.
Real-world use cases of Sellsy integrations
See how Sellsy integrates with popular apps to automate tasks and streamline your workflow.
Start a workflow in your other tools whenever something new happens in Sellsy.
Update records in Sellsy automatically when data changes in the apps your team already uses.
Log Sellsy activity into a spreadsheet or database so reporting stays current without manual entry.
Alert the right teammate or channel when an important Sellsy event needs a response.
Add AI steps that summarize, classify, or draft text from your Sellsy data mid-workflow.
Run Sellsy workflows on a daily or weekly schedule to keep records and reports in sync.
How to get started with Sellsy automations
Automate when something happens in Sellsy
Login -> Create new flow -> Select trigger -> Search Sellsy -> Choose the trigger from the list
Take action in Sellsy when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Sellsy -> Choose the action from the list
Trigger
Action
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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.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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