Connect Sellsy and Plumsail Documents
Integrate Sellsy with Plumsail Documents to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add WaterMark to a Plumsail Document when New Contact in Sellsy
Protect PDF document in Plumsaildocuments when New Contact in Sellsy
Compress PDF Document in Plumsaildocuments when New Contact in Sellsy
Extract text from PDF using Plumsail Documents when New Contact in Sellsy
Convert Any to PDF in Plumsaildocuments when New Contact in Sellsy
Popular Sellsy + Plumsail Documents 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
Plumsail Documents
Automatically do this!
Add WaterMark
Protect PDF document
Compress PDF Document
Extract text from PDF
Convert Any to PDF
Convert Image to PDF
Merge DOCX Files
Merge Any Files Into PDF
Merge XLSX Files
Convert PDF to Image
Email to PDF
Start Process
Convert PDF to Text
Add WaterMark to a Plumsail Document when New Contact in Sellsy
Use this flowProtect PDF document in Plumsaildocuments when New Contact in Sellsy
Use this flowCompress PDF Document in Plumsaildocuments when New Contact in Sellsy
Use this flowExtract text from PDF using Plumsail Documents when New Contact in Sellsy
Use this flowConvert Any to PDF in Plumsaildocuments when New Contact in Sellsy
Use this flowConvert Image to PDF using Plumsail Documents when New Contact in Sellsy
Use this flowMerge DOCX Files in Plumsaildocuments when New Contact in Sellsy
Use this flowMerge Any Files Into PDF in Plumsaildocuments when New Contact in Sellsy
Use this flowMerge XLSX Files in Plumsaildocuments when New Contact in Sellsy
Use this flowConvert PDF to Image in Plumsaildocuments when New Contact in Sellsy
Use this flowSupported Triggers & Actions
Everything you can automate between Sellsy and Plumsail Documents.
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 Plumsail Documents
Plumsail Documents is a document automation platform that helps businesses generate, manage, and process documents more efficiently. It integrates seamlessly with Microsoft 365 and SharePoint, allowing organizations to automate the creation of documents from templates, including DOCX, PDF, and XLSX formats.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Sellsy and Plumsail Documents 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 Plumsail Documents 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 Plumsail Documents. No coding required.
Yes. You can set up a workflow where Sellsy triggers actions in Plumsail Documents, and a separate workflow where Plumsail Documents 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 Plumsail Documents. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Sellsy and Plumsail Documents integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
