
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!
Enable Integrations or automations with these events of Sellsy and xtractly
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.
Add a new contact with name, email, phone, social profiles, owner, notes, and preferences.
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.
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.
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.
Explore more automations built by businesses and experts

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
To start, connect both your Sellsy and xtractly accounts to viaSocket. Once connected, you can set up a workflow where an event in Sellsy triggers actions in xtractly (or vice versa).
Absolutely. You can customize how Sellsy data is recorded in xtractly. This includes choosing which data fields go into which fields of xtractly, setting up custom formats, and filtering out unwanted information.
The data sync between Sellsy and xtractly 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 xtractly. 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 MoreXtractly is an email parsing tool that utilizes AI to extract information from emails. Use Zapier to integrate or transfer the extracted data to over 5000 apps.
Learn More