Salesforce integration with Dialed
How to Send SMS notifications in Dialed for new Salesforce records
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
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send SMS notifications in Dialed for new Salesforce records" 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 Dialed integrations
Dialed actions
Nekton can use any feature that is available in Dialed API.
Using our advanced AI, you can easily create custom automations for Dialed.
Here are some typical actions you can do in your automated workflows.
Create Contact
Creates a Contact in Dialed.
Send Message
Sends an SMS Message.
New Contact Added
Triggers when a new contact is added.
New Inbound Text Message
Triggers when a new inbound text message is received.
About Dialed
Dialed is a simple but powerful business phone number app.