Connect Sellsy and Yet Another Mail Merge to Build Intelligent Automations
Enable Integrations or automations with these events of Sellsy and Yet Another Mail Merge
Enable Integrations or automations with these events of Sellsy and Yet Another Mail Merge
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
Adds a new contact to Sellsy using the provided details (name, email, phone, social profiles, sync and marketing preferences, and owner).
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
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).
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.
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Automate Instagram DM Replies, Reactions, and Team Alerts
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Frequently Asked Questions
To start, connect both your Sellsy and Yet Another Mail Merge accounts to viaSocket. Once connected, you can set up a workflow where an event in Sellsy triggers actions in Yet Another Mail Merge (or vice versa).
Absolutely. You can customize how Sellsy data is recorded in Yet Another Mail Merge. This includes choosing which data fields go into which fields of Yet Another Mail Merge, setting up custom formats, and filtering out unwanted information.
The data sync between Sellsy and Yet Another Mail Merge 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 Yet Another Mail Merge. 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 More
About Yet Another Mail Merge
Yet Another Mail Merge is a powerful tool designed to streamline and automate the process of sending personalized emails to large groups of recipients. It integrates seamlessly with Google Sheets and Gmail, allowing users to create customized email campaigns with ease. Ideal for businesses, marketers, and educators, this tool enhances communication efficiency and effectiveness.
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