Connect Signwell and Sellsy to Build Intelligent Automations

Choose a Trigger

Signwell

When this happens...

Choose an Action

Sellsy

Automatically do this!

Ready to use Signwell and Sellsy automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Document Completed

Document Completed

Triggers when a document has been completed.

Document Sent

Document Sent

Triggers when a document is sent.

Document Viewed

Document Viewed

Triggers when a signer view a document for the first time.

New Contact

New Contact

Triggers when a new contact is created.

New Opportunity

New Opportunity

Triggers when a new opportunity is Created.

New Company

New Company

Triggers when a new company (client or prospect) is created.

Do thisActions

Action is the task that follows automatically within your Signwell integrations.

Create Document From Template

Create Document From Template

Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.

Create Contact

Create Contact

Creates a new contact in Sellsy.

Create Task

Create Task

Creates a New Task.

Create an opportunity

Create an opportunity

Creates a new opportunity

Find Contact

Find Contact

Find an Existing Contact.

Create or Update Contact

Create or Update Contact

Creates a new contact or update an existing contact.

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Frequently Asked Questions

How do I start an integration between Signwell and Sellsy?

To start, connect both your Signwell and Sellsy accounts to viaSocket. Once connected, you can set up a workflow where an event in Signwell triggers actions in Sellsy (or vice versa).

Can we customize how data from Signwell is recorded in Sellsy?

Absolutely. You can customize how Signwell 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.

How often does the data sync between Signwell and Sellsy?

The data sync between Signwell and Sellsy typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Signwell to Sellsy?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Signwell and Sellsy?

Yes, you can set conditional logic to control the flow of data between Signwell 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.

Signwell

About Signwell

Signwell is a digital platform that facilitates electronic signatures and document management, streamlining the process of signing, sending, and storing documents securely online.

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Sellsy

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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