Integrate Dashly with Highrise
Send information between Dashly and Highrise automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Dashly and Highrise using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Conversation created
Triggers when a new conversation is created
Active user created
Triggers when a new active user is created
Lead created
Triggers when a new lead is created
Event occurred
Triggers when a specific event occurs
New tag
Triggers when a new tag is created
New task
Triggers when a new task is created
New deal
Triggers when a new deal is created
New company
Triggers when a new company is created
New case
Triggers when a new case is created
New task category
Triggers when a new task category is created
New deal category
Triggers when a new deal category is created
New custom fields
Triggers when a new custom field is created
New group
Triggers when a new group is created
New contact
Triggers when a new contact is created
New user
Triggers when a new user is created
All Actions - Actions are the automated tasks
Send message
Sends a new message
Create company
Creates a new company
Create contact
Creates a new contact
Fetch contact
Fetches a contact by email
Create case
Creates a new case
Create task for contact
Creates a new task for the selected contact
Create task for case
Creates a new task associated with a case. Creates a new case if it doesn't exist.
Fetch company
Fetches a company by name
Create deal for contact
Creates a new deal for the selected contact
Create deal
Creates a new deal
Create task
Creates a new task
Create note for contact
Creates a note for the selected contact
What is Dashly?
Dashly is a marketing platform that allows you to capture leads, onboard new users, and launch message chains.
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Custom functions
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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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