Connect Dust and salesoptima to Build Intelligent Automations

Choose a Trigger

Dust

When this happens...

Choose an Action

salesoptima

Automatically do this!

Enable Integrations or automations with these events of Dust and salesoptima

Enable Integrations or automations with these events of Dust and salesoptima

Triggers

New Document

New Document

Triggers when a new document is created / upserted.

Request a new Trigger for Dust

Actions

Talk to an Agent

Talk to an Agent

Send a message to a Dust a gent and retrieve the answer.

Upload Document

Upload Document

Upload a document to a Dust Data Source / Folder.

Search Agent

Search Agent

Search for agent configurations by name in the workspace.

Request a new Action for Dust

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Frequently Asked Questions

How do I start an integration between Dust and salesoptima?

To start, connect both your Dust and salesoptima accounts to viaSocket. Once connected, you can set up a workflow where an event in Dust triggers actions in salesoptima (or vice versa).

Can we customize how data from Dust is recorded in salesoptima?

Absolutely. You can customize how Dust data is recorded in salesoptima. This includes choosing which data fields go into which fields of salesoptima, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Dust and salesoptima?

The data sync between Dust and salesoptima typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Dust to salesoptima?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Dust and salesoptima?

Yes, you can set conditional logic to control the flow of data between Dust and salesoptima. 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.

Dust

About Dust

Dust.tt is a comprehensive workflow automation platform designed to seamlessly integrate and manage data across various sources. It provides robust tools for automating document workflows, data management, and API integrations, helping businesses streamline their operations. Whether it's cloud storage, document handling, or real-time data syncing, Dust.tt allows users to efficiently manage data sources and automate processes to boost productivity.

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salesoptima

About salesoptima

SalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.

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