Create integrations between DocMerger and SuiteDash to automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Template IDRequired
- File Name
- FormatRequired
- New Contact
Triggers when a new contact is created.
Try It - New Task
Triggers when a new task is created.
Try It - Company NameRequired
- Category
- Primary Phone
- Work Email
- Home Email
- Im
- Website
- Physical Address
- Background Info
- Work Phone
- Shop Phone
- Home Phone
- Tags
- Associated Contacts
- Role
- First Name
- Last Name
- Primary Email
- New Company
Triggers when a new company is created.
Try It - New Project
Triggers when a new project is created.
Try It - Type
- StatusRequired
- PriorityRequired
- Project
- Assign User
- Task TitleRequired
- Estimated Time Required (Hours)
- Total Time Spent (Hours)
- Task Description
- Due Date
- Tags
- Project Template
- Project Status
- Users Assigned to the Project
- Assigned ClientRequired
- Company NameRequired
- Estimated Completion DateRequired
- Task Description
- Estimated Value
- Currency
- Project Leader
- Set Estimated Time/Time Spent As
Related categories
Related categories