Docs

Automate tasks across Dashly with Salesforce

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

Talk to our team

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 ChannelsReadRun a list channels action in Dashly.
Get Conversation PartsReadRun a get conversation parts action in Dashly.
Reply In ConversationCreateRun a reply in conversation action in Dashly.
Add Conversation TagUpdateAdd conversation tag in Dashly.
Assign ConversationUpdateRun an assign conversation action in Dashly.
Close ConversationUpdateRun a close conversation action in Dashly.
Get ConversationReadRun a get conversation action in Dashly.
List App ConversationsReadRun a list app conversations action in Dashly.
List User ConversationsReadRun a list user conversations action in Dashly.
Remove Conversation TagDeleteRemove conversation tag in Dashly.
Send Manual Message To UserCreateSend manual message to user in Dashly.
Set Conversation Typing IndicatorUpdateSet conversation typing indicator in Dashly.
Start Conversation For UserCreateRun a start conversation for user action in Dashly.
List User EventsReadRun a list user events action in Dashly.
Track User EventCreateRun a track user event action in Dashly.

Frequently Asked Questions

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

No. MindCloud is a full-service integration provider — our team designs, builds, launches, monitors, and maintains your Dashly integration end to end. You tell us what you need and we deliver a working, production-ready connection.