Connect SuiteDash and Sellsy to Build Intelligent Automations
Choose a Trigger
When this happens...
New Company
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 SuiteDash and Sellsy automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Company
Triggers when a new company is 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 SuiteDash integrations.
Create a Contact
Creates a New Contact.
List Contacts
Get all Existing Contacts.
Create a Company
Creates a New Company.
Find a Company
You can find a company by Name or Id.
Find a Contact
Find an existing Contact only by Email Address.
Update a Company
Updates an Existing Company.
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Frequently Asked Questions
To start, connect both your SuiteDash and Sellsy accounts to viaSocket. Once connected, you can set up a workflow where an event in SuiteDash triggers actions in Sellsy (or vice versa).
Absolutely. You can customize how SuiteDash 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 SuiteDash 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 SuiteDash 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 SuiteDash
SuiteDash is an all-in-one business software platform designed to streamline and automate various business processes, including CRM, project management, invoicing, and client portals. It is tailored to help businesses enhance their productivity and improve client interactions by providing a comprehensive suite of tools in a single platform.
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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