Salesforce Essentials integration with Dasha
How to Call new Salesforce Essentials leads
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Call new Salesforce Essentials leads" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Dasha integrations
Dasha actions
Nekton can use any feature that is available in Dasha API.
Using our advanced AI, you can easily create custom automations for Dasha.
Here are some typical actions you can do in your automated workflows.
Make a Call
Make a call with selected trunk
Deploy Application
Deploy Application to the Dasha Cloud
Add an Outbound SIP Trunk
Add a SIP trunk for making outbound calls.
Deployed New Application
Triggers when new application is deployed with
Added a SIP Trunk
Triggers when SIP trunk list is changed with
Added New Application Name
Triggers when new application name is deployed with
About Dasha
Dasha is a conversational-AI-as-a-service platform that lets you embed realistic voice and text conversational capabilities into your apps or products. With a single integration, create smart conversational apps for web, desktop, mobile, IoT and call centers.