Integrate Dashly with SalesBinder
Send information between Dashly and SalesBinder automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Dashly and SalesBinder 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
Inventory item created
Triggers when a new inventory item is created
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Send message
Sends a new message
Create account
Creates a new account (customer, prospect or supplier)
Create contact
Creates a new contact
Create inventory item
Creates a new inventory item
Create notes
Creates a new note to selected record
Update inventory item
Updates the details of an existing inventory item
Update contact
Updates the details of an existing contact
Update account
Updates the details of an existing account (customer or prospect or supplier)
Fetch contact
Fetches the details of an existing contact using ID
Fetch account
Fetches the details of an existing account (customer or prospect or supplier) using ID
Fetch inventory item
Fetches the details of an existing inventory item
Search account
Searches for the details of an existing account
Search inventory item
Searches for the details of an existing inventory item
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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What is SalesBinder?
SalesBinder is an online inventory management system that also combines your customers, sales leads, purchase orders, estimates, and invoices into one globally accessible place.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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