
When this happens...

Automatically do this!
Create Contact
Create Task
Create Opportunity
Find or Create Contact
Create Or Update Contact
Find or Create Company
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contact is created.
Triggers when a new opportunity is Created.
Triggers when a new company (client or prospect) is created.
Triggers when a new task is created.
Triggers when a task is deleted.
Triggers when a company (client or prospect) is updated.
Action is the task that follows automatically within your Verbatik integrations.
Converts text into natural-sounding speech audio.
Add a new contact with name, email, phone, social profiles, owner, notes, and preferences.
Create a new task in Sellsy with title, due date, assignees, label, priority, reminders, and optional related items.
Create a new opportunity in Sellsy, specifying owner, pipeline step, amount, probability, source, and optionally related contact/company, due date, notes, and assigned staff.
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.
Add a new contact or update an existing contact in Sellsy using name, email, phone, job title, website, birth date, notes, owner, archive status, and social links.

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To start, connect both your Verbatik and Sellsy accounts to viaSocket. Once connected, you can set up a workflow where an event in Verbatik triggers actions in Sellsy (or vice versa).
Absolutely. You can customize how Verbatik 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 Verbatik 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 Verbatik 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.
Verbatik is a cutting-edge platform that specializes in AI-driven transcription services. It offers users the ability to convert audio and video content into accurate text, making it an essential tool for professionals in various industries such as media, education, and legal sectors. With its advanced algorithms, Verbatik ensures high-quality transcriptions that save time and enhance productivity.
Learn MoreSellsy 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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