Connect Zoom and Sellsy to Build Intelligent Automations
Choose a Trigger
When this happens...
New Meeting
Registrant Signs Up
Meeting Is Created
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 Zoom and Sellsy automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Meeting
Triggers when a new Zoom meeting is created.
Registrant Signs Up
Runs when registrant signs up
Meeting Is Created
Runs when meeting 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.
Do thisActions
Action is the task that follows automatically within your Zoom integrations.
Create a Meeting
Creates a meeting for a user
Get a Meeting
Returns the details of the meeting by meeting ID
List Meetings
List all upcoming meetings
Update a Meeting
Updates a meeting details by meeting id
Delete a Meeting
Deletes a meeting
Add a meeting registrant
Registers an attendee for a specified Zoom meeting and returns the registration confirmation.
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Frequently Asked Questions
To start, connect both your Zoom and Sellsy accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoom triggers actions in Sellsy (or vice versa).
Absolutely. You can customize how Zoom 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 Zoom 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 Zoom 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 Zoom
Zoom is a cloud-based video conferencing service you can use to virtually meet with others - either by video or audio-only or both, all while conducting live chats - and it lets you record those sessions to view later.
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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