SuiteDash and Salesflare
How to connect SuiteDash
- Via Zapier — 17 operations available. Set it up ↗
- Via Make — 10 modules available. Set it up ↗
What you can automate
- When new Company in SuiteDash, find or create account in Salesflare.
- When new Contact in SuiteDash, find or create contact in Salesflare.
- When new Task in SuiteDash, create task in Salesflare.
- When new Account in Salesflare, create Company in SuiteDash.
- When new Task in Salesflare, create Task in SuiteDash.
About SuiteDash
SuiteDash is a multi-tool business management platform that enables collaboration & communication both with your team, and with your clients.
SuiteDash operations on Zapier
Triggers (4)
Start a workflow when this happens
- New Company — Triggers when a new company is created.
- New Contact — Triggers when a new contact is created.
- New Project — Triggers when a new project is created.
- New Task — Triggers when a new task is created.
Actions (8)
Things Salesflare can make it do
- Create Company — Creates a new company.
- Create Contact — Creates a new Contact.
- Create Project — Creates a new project.
- Create Task — Creates a new task.
- Update Company — Update company.
Show 3 more actions
- Update Contact — Updates and existing Contact.
- Update Project — Update project.
- Update Task — Update task.
Searches (5)
Look up existing records
- Find Company — Find a Company by unique Name, ID or Custom Field
- Find Contacts — Find a Contact by unique Email Address or Custom Field
- Find Project — Find a Project by unique Name, ID or Custom Field
- Find Staff — Find Staff by unique Emails Address or Custom Field
- Find Task — You can find a taskby Name or Id.
SuiteDash operations on Make
Actions (7)
Things Salesflare can make it do
- Create a Company — Creates a new company.
- Create a Contact — Creates a new contact.
- Get a Company — Retrieves an existing company by its ID.
- Get a Contact — Retrieves an existing contact by its ID.
- Make an API Call — Performs an arbitrary authorized API call.
Show 2 more actions
- Update a Company — Updates an existing company by its ID.
- Update a Contact — Updates an existing contact by its ID.
Searches (3)
Look up existing records
- List Companies — Retrieves a list of companies.
- List Contacts — Retrieves a list of contacts.
- Subscribe Contacts to Marketing Audiences — Subscribes contacts to marketing audiences.
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