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Automate tasks across Dashly with Salesforce

We work with you to understand your business processes, and automate all work between Dashly and Salesforce.

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Businesses automate real work through MindCloud every day.

Start automating your work

Here are some common examples of how businesses use MindCloud to automate work between Dashly and Salesforce.

Send a Salesforce notification when Dashly receives a high-priority item.Get Started
Create a Salesforce follow-up from new qualified activity in Dashly.Get Started
Copy new customer details from Dashly into Salesforce.Get Started
Update the matching Salesforce item when a Dashly status changes.Get Started
Start a review in Salesforce when Dashly flags an exception.Get Started
Summarize new Dashly activity and save it in Salesforce.Get Started

Every action you need

Your company can interact with Dashly and Salesforce using our 43 actions.
Can’t find what you need? Let us know.

List ChannelsReadRetrieves channels from a Dashly app.
Get Conversation PartsReadRetrieves parts from a Dashly conversation.
Reply In ConversationCreateCreates a reply in a Dashly conversation.
Add Conversation TagUpdateAdds a tag to a Dashly conversation.
Assign ConversationUpdateUpdates a conversation assignment in Dashly.
Close ConversationUpdateUpdates a Dashly conversation to closed status.
Get ConversationReadRetrieves a Dashly conversation by ID.
List App ConversationsReadRetrieves conversations from a Dashly app.
List User ConversationsReadRetrieves conversations for a Dashly user.
Remove Conversation TagDeleteDeletes a tag from a Dashly conversation.
Send Manual Message To UserCreateSends a manual message to a Dashly user.
Set Conversation Typing IndicatorUpdateSets the typing indicator in a Dashly conversation.
Start Conversation For UserCreateStarts a conversation on behalf of a Dashly user.
List User EventsReadRetrieves events for a Dashly user.
Track User EventCreateTracks an event for a Dashly user.

Frequently Asked Questions

Common questions about working with MindCloud on your Dashly and Salesforce integration.

Apps are the systems your business runs on, like Dashly and Salesforce. Actions are the things MindCloud can do in those systems, such as finding a record, sending a message, or updating data.

A workflow connects apps and actions in the order your process needs. That's it.