Connect Dialpad and folio to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Dialpad
Choose an Action
Automatically do this!
- Request a new Action for folio
Enable Integrations or automations with these events of Dialpad and folio
Enable Integrations or automations with these events of Dialpad and folio
Actions
Create Contact
Creates a new contact in your Dialpad account.
Update a Contact
Update a contact in your Dialpad account.
Create a Channel
Creates a new channel in your Dialpad account.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Dialpad and folio accounts to viaSocket. Once connected, you can set up a workflow where an event in Dialpad triggers actions in folio (or vice versa).
Absolutely. You can customize how Dialpad data is recorded in folio. This includes choosing which data fields go into which fields of folio, setting up custom formats, and filtering out unwanted information.
The data sync between Dialpad and folio typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Dialpad and folio. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Dialpad
Dialpad is a modern business communications platform that offers voice, video, and messaging solutions. It is designed to streamline communication and collaboration for businesses of all sizes.
Learn MoreAbout folio
Folio is the all-in-one demo creation tool that can help cover all of your product storytelling needs.
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