Connect SuperSaaS and Sellsy to Build Intelligent Automations

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SuperSaaS

When this happens...

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Sellsy

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New User

New User

Runs when user creates new login

New Appointment

New Appointment

Runs when new appointment is created

Appointment Changes

Appointment Changes

Runs when appointment is created, changed, or deleted

User Is Created, Updated, or Deleted

User Is Created, Updated, or Deleted

Runs when User Is Created, Updated, or Deleted

New Form

New Form

Runs when Stand-Alone Form Is Submitted

Credit Purchase

Credit Purchase

Runs when credit purchase

Do thisActions

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

Create Contact

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 Task

Create a new task in Sellsy with title, due date, assignees, label, priority, reminders, and optional related items.

Create Opportunity

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

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 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

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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Frequently Asked Questions

How do I start an integration between SuperSaaS and Sellsy?

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

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

Absolutely. You can customize how SuperSaaS 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 SuperSaaS and Sellsy?

The data sync between SuperSaaS 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 SuperSaaS 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 SuperSaaS and Sellsy?

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

SuperSaaS

About SuperSaaS

Online appointment scheduling for any type of business. Flexible and affordable booking software that can be integrated into any site.

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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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