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    Altegio Integrations
    Dashly Integrations

    CRM & ERP systems • Scheduling & Booking

    Altegio and Dashly integration

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    How Albato works

    With Albato, you can easily integrate Dashly with Altegio using an intuitive no-code builder. Whether you want to sync Dashly with Altegio or connect Dashly to Altegio, our platform makes it simple.

    How to Connect Altegio to Dashly

    Create powerful Altegio integration with Dashly in just a few simple steps.

    STEP 1

    Connect Altegio to Dashly

    To connect Dashly to Altegio, log in to Albato, select both apps, and follow the easy setup prompts. Integrate Altegio with Dashly with just a few clicks!

    Altegio {targetApp} integration

    Altegio

    Select a Trigger

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    STEP 2

    Create workflow for Dashly and Altegio integration

    Decide what happens when you sync Altegio with Dashly—set up triggers in one app to automatically initiate actions in the other.

    Altegio {targetApp} integrationArrow

    Trigger

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    Dashly {targetApp} integrationCheck

    Action

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    STEP 3

    Sync Altegio with Dashly data

    Select which data to transfer when you integrate Dashly with Altegio—customize how your apps exchange information.

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    Synс data

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    Integrate Altegio with Dashly now!

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    Background

    Triggers and actions for Dashly and Altegio integration

    In Altegio and Dashly integration triggers start workflows when something happens, while actions make changes in response.

    Triggers 19

    Altegio {targetApp} integration

    Service category received

    Triggers

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    Altegio {targetApp} integration

    Service received

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    Dashly {targetApp} integration

    User started conversation

    Triggers

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    Dashly {targetApp} integration

    Custom event

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    Actions 12

    Altegio {targetApp} integration

    New client

    Actions

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    Altegio {targetApp} integration

    Create an appointment for a session (for online forms)

    Actions

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    Dashly {targetApp} integration

    Reply in a conversation

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    Dashly {targetApp} integration

    Assign conversation

    Actions

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    Enhance your Dashly and Altegio integration using AI. Extract, condense, and transform your data with top AI models such as OpenAI, Claude AI, Jasper AI and more.

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    Start with Altegio and Dashly integration templates!

      Integrate Dashly with Altegio to harness the power of automation!

      With over 800 integrations on Albato including the ability to sync Dashly with Altegio, you can streamline your tools into one cohesive system, maximizing your team's productivity.

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      Connect Altegio to Dashly to link essential parts of your business

      When you connect Altegio to Dashly, you can automate processes for any business size or industry. Here's how different companies integrate Altegio with Dashly using Albato.

    • CheckNew lead submits form
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      • Never miss a lead or deal again!

      Automate your entire lead journey from the first contact to the closed deal. While competitors lose prospects in routine tasks, your team will stay ahead by handling every lead—even during peak times.

      Dashly integration with Altegio

      Altegio integrations

      Altegio

      Categories

      • CRM & ERP systems
      • Scheduling & Booking

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      • Marketing Automation

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      The integration of Slack and Calendly has been a game-changer for our team, allowing us to efficiently close more deals...

      A great tool to automate other tools

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      I like the various internal tools like Delays, Find and replace, JSON parser, Date and number formatting, etc. Because it is a new tool on the mark...

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      Learn how to connect Dashly to Altegio

      Frequently asked questions about Altegio and Dashly Integration

      Why is Albato the best alternative to Zapier for integrating Altegio and Dashly?
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      Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Altegio and Dashly. It’s super easy to use, and you can create powerful workflows without the hassle.

      What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Altegio and Dashly, Albato is the way to go!
      Does Altegio integrate with Dashly on the free plan?
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      Yes, you can integrate Altegio with Dashly using Albato's free plan. Upon registration, you receive a 7-day trial with full access to all features, allowing you to set up and test your Dashly and Altegio integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Altegio Dashly integration at no cost.
      How to connect Dashly to Altegio for scheduled syncs?
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      To sync Dashly with Altegio on a scheduled basis, Albato offers flexible scheduling options for your integrations. Whether you need data synchronization or workflow triggers at specific times, days of the week, or custom intervals, you can achieve this easily using API triggers. Simply configure the “Set Schedule” option to define the desired frequency—hourly, on specific weekdays, on selected days of the month, or through a fully customized schedule. Additionally, Albato provides the Scheduled Trigger, which allows you to activate your scenario according to your personalized timetable. This makes Altegio integration with Dashly seamless and tailored to your specific needs.
      Does Altegio integrate with Dashly in real time?
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      Yes, Altegio integrates with Dashly in real time using Albato's flexible trigger system. This system supports two types of triggers: Webhook Triggers and API Triggers.
      Webhook Triggers: These triggers activate your Altegio integration with Dashly instantly when a specified event occurs in the source application. They enable immediate data transfer and real-time synchronization between your applications.
      API Triggers: These triggers poll your system for new events at regular intervals—every 15 minutes, 10 minutes, or as frequently as every minute, depending on your subscription plan. While not instantaneous, they provide near real-time Altegio and Dashly integration.
      You can identify the type of trigger by specific icons during the automation setup process in Albato. This allows you to choose the most suitable method for your Dashly integration with Altegio, ensuring your workflows operate according to your requirements.
      How to connect Altegio to Dashly?
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      Setting up an integration between Altegio and Dashly on Albato is simple and requires no technical skills. Just follow these steps:
      1. Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
      2. Go to the Integrations section and select Altegio and Dashly from the list of available apps.
      3. Choose triggers and actions. You’ll need to define an event in Altegio (the trigger) that will cause an action in Dashly, such as sending data or creating an entry.
      4. Map the fields. Use Albato’s data mapping tool to match specific fields between Altegio and Dashly, ensuring accurate data transfer.
      Once the integration is live, data will flow seamlessly between Altegio and Dashly, automating your workflows and saving you time.
      How to connect Altegio to Dashly to sync historical data?
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      To sync Altegio with Dashly and transfer historical data, Albato provides a dedicated Migration Mode. This feature allows you to retrieve and send data from past periods, unlike real-time synchronization, which triggers automation only for new events occurring after setup.
      With Migration Mode, you can configure the transfer of data from any desired timeframe—whether for all historical records or through periodic migrations. To check if Migration Mode is available for your Dashly integration with Altegio, log in to your Albato account, select the trigger event for your app, and look for the Migration Mode icon. If it's not visible or you need further clarification, feel free to contact our customer support team for assistance.
      How to connect Dashly to Altegio for two-way synchronization?
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      To integrate Dashly with Altegio for two-way synchronization, Albato uses a system of triggers and actions. You can link Altegio to Dashly by setting up two separate automations. The first automation sent data from Altegio to Dashly. For instance, when a record is created or updated in Altegio, the automation ensures the changes are reflected in Dashly. The second automation works in reverse, updating Altegio when changes occur in Dashly.
      To avoid infinite loops or duplicate updates, apply filters—such as updating only when specific data changes—and use unique record identifiers. This approach ensures seamless Dashly Altegio integration and keeps your data consistent across both platforms.

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