
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

Automatically do this!
Create Customer
Create Appointment
Find or Create Customer
Find or Create Employee
Find or Create Expense
Find a Customer by Filter
Find or Create Employee
Find or Create Supplier
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contact is created.
Triggers when a new opportunity is Created.
Triggers when a new company (client or prospect) is created.
Triggers when a new task is created.
Triggers when a task is deleted.
Triggers when a company (client or prospect) is updated.
Action is the task that follows automatically within your Sellsy integrations.
Adds a new contact to Sellsy using the provided details (name, email, phone, social profiles, sync and marketing preferences, and owner).
Create a new task in Sellsy with title, due date, assignees, label, priority, reminders, and optional related items.
Create a new opportunity in Sellsy, specifying owner, pipeline step, amount, probability, source, and optionally related contact/company, due date, notes, and assigned staff.
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 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).
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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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Sellsy and PHP Point Of Sale accounts to viaSocket. Once connected, you can set up a workflow where an event in Sellsy triggers actions in PHP Point Of Sale (or vice versa).
Absolutely. You can customize how Sellsy data is recorded in PHP Point Of Sale. This includes choosing which data fields go into which fields of PHP Point Of Sale, setting up custom formats, and filtering out unwanted information.
The data sync between Sellsy and PHP Point Of Sale 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 PHP Point Of Sale. 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 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 MorePHP Point Of Sale is a comprehensive web-based point of sale system designed to help small to medium-sized businesses manage their sales, inventory, and customer relationships efficiently. It offers features such as sales tracking, inventory management, customer management, and reporting tools to streamline business operations.
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