
When this happens...
New Contact Created
New Membership Created
New Invoice Is Created
New Payment Arrives
New Event Created
New Refund Created
Membership Is Suspended
Membership Is Enabled

Automatically do this!
Create Contact
Create Task
Create Opportunity
Find or Create Contact
Create Or Update Contact
Find or Create Company
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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when New Contact Created
Runs when new membership is created
Runs when new invoice is created
Runs when new payment arrives
Runs when a new event is created in your Wild Apricot account
Runs when a new refund is created
Action is the task that follows automatically within your Wildapricot integrations.
Add a new contact or member to your WildApricot account.
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.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

Webhook is like a real-time notification system between apps. Whenever something happens in one app—like a new comment or a purchase—a webhook sends a signal to another app, instantly letting it know about the event.
To start, connect both your Wildapricot and Sellsy accounts to viaSocket. Once connected, you can set up a workflow where an event in Wildapricot triggers actions in Sellsy (or vice versa).
Absolutely. You can customize how Wildapricot 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 Wildapricot 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 Wildapricot 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.
Wildapricot is a comprehensive membership management software designed to help organizations manage their members, events, and website with ease. It offers tools for membership renewals, event registrations, and website building, making it an all-in-one solution for associations, clubs, and non-profits.
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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