ConvergeHub + Dashly Integrations
How to connect ConvergeHub + Dashly
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New InvoiceTriggers when a new Invoice is createdTrigger- New AccountTriggers when you add a new account.Trigger
- New ContactTriggers when you add a new contact.Trigger
- New Module EntryTriggers when any entry is created in the specified module.Trigger
- New EventTriggers when you add a new event.Trigger
- New LeadTriggers when you add a new lead.Trigger
- New TargetTriggers when you add a new target.Trigger
- New QuotesTriggers when new quotes created.Trigger
- ConvergeHub
Creates a new account.
Scheduled
Action
- ConvergeHub
Creates a new contact.
Scheduled
Action
- ConvergeHub
Creates a new event.
Scheduled
Action
- ConvergeHub
Creates a new lead.
Scheduled
Action
- ConvergeHub
Create a new entry in the module
Scheduled
Action
- ConvergeHub
Creates or Updates a lead.
Scheduled
Action
- ConvergeHub
Creates a new target.
Scheduled
Action
- ConvergeHub
Create a new Invoice
Scheduled
Action
- ConvergeHub
Create a new Quotes
Scheduled
Action
- ConvergeHub
Search by Unique Reference Id of the source application.
Scheduled
Action
- Dashly
Triggers when new event occurs.
Instant
Trigger
- Dashly
Creates a new event.
Scheduled
Action
- Dashly
Creates, updates or deletes a list of properties, depending on an operation choice.
Scheduled
Action
How ConvergeHub + Dashly Integrations Work
- Step 1: Authenticate ConvergeHub and Dashly.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About ConvergeHub
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