
When this happens...
New Email
New Email Matching Search

Automatically do this!
Create Contact
Create Task
Create an opportunity
Find Contact
Create or Update Contact
Find Company
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when you recieve a new email.
Triggers when you recieve a new email that matches the given condition.
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.
Action is the task that follows automatically within your Zoho Mail integrations.
Create a new draft mail.
Creates a new folder.
Create a new tag in zoho mail.
Send a new email.
Creates a new task
Get a list of all user signature.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Zoho Mail and Sellsy accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Mail triggers actions in Sellsy (or vice versa).
Absolutely. You can customize how Zoho Mail 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 Zoho Mail 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 Zoho Mail 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.
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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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