Dominate Ai + Deskera Integration

Connect Dominate Ai to Deskera - Automate your workflows in 1-click

Make use of Dominate Ai automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up Deskera automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. Get the best of both with Integrately’s Dominate Ai + Deskera integration.
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Dominate Ai + Deskera Integration

Create Deskera contact from new Dominate Ai account

If you have created a account in Dominate Ai, it's important to create a contact in Deskera. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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Dominate Ai + Deskera Integration

Create Deskera contact for new Dominate Ai contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Dominate Ai - Deskera integration, anytime a new Dominate Ai contact is created, an Deskera contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Dominate Ai + Deskera Integration
1.
  • Dominate Ai
    Account is created in Dominate Ai

    Triggers the automation when a new account is created

  • Dominate Ai
    Lead is created in Dominate Ai

    Triggers the automation when a new lead is created

  • Dominate Ai
    Lead is converted in Dominate Ai

    Triggers the automation when a lead is successfully converted

  • Dominate Ai
    Lead is on hold in Dominate Ai

    Triggers the automation when a lead is put on hold

  • Dominate Ai
    Deal is created in Dominate Ai

    Triggers the automation when a deal is created

  • Dominate Ai
    Deal is closed in Dominate Ai

    Triggers the automation when a deal is closed

  • Deskera
    Contact is created in Deskera

    Triggers the automation when a new contact is created

  • Deskera
    CRM Contact is created in Deskera
  • Deskera
    Contact is created in CRM+ in Deskera

    Triggers the automation when a new contact is created in CRM+

    Instant
  • Deskera
    Product is created in Deskera

    Triggers the automation when a new product is created

  • Deskera
    Sales invoice is created in Deskera

    Triggers the automation when a sales invoice is created

  • Deskera
    Deal is created in CRM+ in Deskera

    Triggers the automation when a deal is created in CRM

    Instant
  • Deskera
    Payment entry is created in Deskera

    Triggers the automation when a payment entry is created

2.
  • Dominate Ai
    Create contact in Dominate Ai

    Adds a new contact to the database

  • Dominate Ai
    Create task in Dominate Ai

    Creates a new task

  • Dominate Ai
    Create followup in Dominate Ai

    Prompt for a follow-up action

  • Dominate Ai
    Create note in Dominate Ai

    Creates a new note in the particular format

  • Deskera
    Search invoice in Deskera

    Searches for an invoice

  • Deskera
    Create payment entry in Deskera

    Creates a new payment entry

  • Deskera
    Create contact in Deskera

    Adds a new contact to the database

  • Deskera
    Create sales invoice in Deskera

    Generates a new sales invoice with pre-filled details

  • Deskera
    Create crm contact in Deskera
  • Deskera
    Search contact in Deskera

    Finds and retrieves contact information

  • Deskera
    Search CRM contact in Deskera
  • Deskera
    Create a new contact in CRM+ in Deskera

    Adds a new contact to the crm contact list

  • Deskera
    Search product in Deskera

    Searches for a product

  • Deskera
    Create product in Deskera

    Generates and launch new products

  • Deskera
    Create account in Deskera

    Generates a new account

  • Deskera
    Search account in Deskera

    Searches for account information

  • Deskera
    Create quotation in Deskera

    Generates a new quotation with predefined details

  • Deskera
    Update contact in Deskera

    Updates contact information with new details

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