Connect Sifter and Sellsy to Build Intelligent Automations
Choose a Trigger
When this happens...
New Issue Created
Choose an Action
Automatically do this!
Create Contact
Create Task
Create Opportunity
Find or Create Contact
Create Or Update Contact
Find or Create Company
Ready to use Sifter and Sellsy automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Issue Created
Runs when new issue created
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.
Do thisActions
Action is the task that follows automatically within your Sifter integrations.
Create New Issue
Create new issue in project
List All Projects
Retrieve all projects
List Categories
Show project categories
List Project Assignees
Fetch assignees for a project
List Milestones
Skipped metadata generation as requested.
Create Contact
Add a new contact with name, email, phone, social profiles, owner, notes, and preferences.
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Frequently Asked Questions
To start, connect both your Sifter and Sellsy accounts to viaSocket. Once connected, you can set up a workflow where an event in Sifter triggers actions in Sellsy (or vice versa).
Absolutely. You can customize how Sifter 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 Sifter 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 Sifter 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 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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