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    Dashly and YClients integration

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    How Albato works

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

    How to Connect Dashly to YClients

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

    STEP 1

    Connect Dashly to YClients

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

    Dashly {targetApp} integration

    Dashly

    Select a Trigger

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    STEP 2

    Create workflow for YClients and Dashly integration

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

    Dashly {targetApp} integrationArrow

    Trigger

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    YClients {targetApp} integrationCheck

    Action

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    STEP 3

    Sync Dashly with YClients data

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

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    Integrate Dashly with YClients now!

    Start FREE 7-day trial to connect YClients to Dashly and unlock all premium features!

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    Triggers and actions for YClients and Dashly integration

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

    Triggers 19

    Dashly {targetApp} integration

    User started conversation

    Triggers

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    Dashly {targetApp} integration

    Custom event

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    YClients {targetApp} integration

    Service category received

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    YClients {targetApp} integration

    Service received

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    Actions 15

    Dashly {targetApp} integration

    Reply in a conversation

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    Dashly {targetApp} integration

    Assign conversation

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    YClients {targetApp} integration

    New client

    Actions

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    YClients {targetApp} integration

    Create an appointment for a session (for online forms)

    Actions

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    Enhance your YClients and Dashly 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 Dashly and YClients integration templates!

      Integrate YClients with Dashly to harness the power of automation!

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

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      Connect Dashly to YClients to link essential parts of your business

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

      YClients integration with Dashly

      Dashly integrations

      Dashly

      Categories

      • Marketing Automation

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      YClients

      Categories

      • CRM & ERP systems

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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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      I like the prices they are really cheap compared to the other companies. The support team and the documentation is on point. The UI and the automations possible are what I love most about Albato.

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      Learn how to connect YClients to Dashly

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      Frequently asked questions about Dashly and YClients Integration

      Why is Albato the best alternative to Zapier for integrating Dashly and YClients?
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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 Dashly and YClients. 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 Dashly and YClients, Albato is the way to go!
      Does Dashly integrate with YClients on the free plan?
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      Yes, you can integrate Dashly with YClients 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 YClients and Dashly integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Dashly YClients integration at no cost.
      How to connect YClients to Dashly for scheduled syncs?
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      To sync YClients with Dashly 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 Dashly integration with YClients seamless and tailored to your specific needs.
      Does Dashly integrate with YClients in real time?
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      Yes, Dashly integrates with YClients 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 Dashly integration with YClients 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 Dashly and YClients 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 YClients integration with Dashly, ensuring your workflows operate according to your requirements.
      How to connect Dashly to YClients?
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      Setting up an integration between Dashly and YClients 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 Dashly and YClients from the list of available apps.
      3. Choose triggers and actions. You’ll need to define an event in Dashly (the trigger) that will cause an action in YClients, such as sending data or creating an entry.
      4. Map the fields. Use Albato’s data mapping tool to match specific fields between Dashly and YClients, ensuring accurate data transfer.
      Once the integration is live, data will flow seamlessly between Dashly and YClients, automating your workflows and saving you time.
      How to connect Dashly to YClients to sync historical data?
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      To sync Dashly with YClients 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 YClients integration with Dashly, 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 YClients to Dashly for two-way synchronization?
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      To integrate YClients with Dashly for two-way synchronization, Albato uses a system of triggers and actions. You can link Dashly to YClients by setting up two separate automations. The first automation sent data from Dashly to YClients. For instance, when a record is created or updated in Dashly, the automation ensures the changes are reflected in YClients. The second automation works in reverse, updating Dashly when changes occur in YClients.
      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 YClients Dashly integration and keeps your data consistent across both platforms.

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