Connect SerwerSMS and Sellsy to Build Intelligent Automations
Choose a Trigger
When this happens...
New Message Received
New Message Sent
Choose an Action
Automatically do this!
Create Contact
Create Task
Create Opportunity
Find or Create Contact
Create Or Update Contact
Find or Create Company
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Message Received
Triggers when a new message is received.
New Message Sent
Triggers when a new message is sent.
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.
Do thisActions
Action is the task that follows automatically within your SerwerSMS integrations.
Add Phone Number to Blacklist
Add a phone number to the blacklist to prevent it from receiving SMS.
Add Contact
Add a new contact.
Send SMS
Send message SMS.
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.
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Frequently Asked Questions
To start, connect both your SerwerSMS and Sellsy accounts to viaSocket. Once connected, you can set up a workflow where an event in SerwerSMS triggers actions in Sellsy (or vice versa).
Absolutely. You can customize how SerwerSMS data is recorded in Sellsy. This includes choosing which data fields go into which fields of Sellsy, setting up custom formats, and filtering out unwanted information.
The data sync between SerwerSMS and Sellsy 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 SerwerSMS and Sellsy. 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 SerwerSMS
SerwerSMS is a comprehensive platform for managing SMS communication, offering tools for sending bulk messages, notifications, and marketing campaigns. It is designed to enhance customer engagement and streamline communication processes.
Learn MoreAbout 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.
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