Connect Sellsy and waiversign 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!
- Request a new Action for waiversign
Enable Integrations or automations with these events of Sellsy and waiversign
Enable Integrations or automations with these events of Sellsy and waiversign
Triggers
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.
Actions
Create Contact
Creates a new contact in Sellsy.
Create Task
Creates a New Task.
Create an opportunity
Creates a new opportunity
Find Contact
Find an Existing Contact.
Create or Update Contact
Creates a new contact or update an existing contact.
Find Company
Find an Existing Company.
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Frequently Asked Questions
To start, connect both your Sellsy and waiversign accounts to viaSocket. Once connected, you can set up a workflow where an event in Sellsy triggers actions in waiversign (or vice versa).
Absolutely. You can customize how Sellsy data is recorded in waiversign. This includes choosing which data fields go into which fields of waiversign, setting up custom formats, and filtering out unwanted information.
The data sync between Sellsy and waiversign 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 waiversign. 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 waiversign
WaiverSign by Resmark Systems helps businesses and organizations of any size collect and manage liability waivers with ease and efficiency.
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