Formsite + SuiteDash Integrations
How to connect Formsite + SuiteDash
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New Form ResultTriggers when a user submits a new form result.Trigger
New CompanyTriggers when a new company is created.Trigger- New ContactTriggers when a new contact is created.Trigger
- New ProjectTriggers when a new project is created.Trigger
- New TaskTriggers when a new task is created.Trigger
- Create TaskCreates a new task.Action
- Create CompanyCreates a new company.Action
- Create ProjectCreates a new project.Action
- SuiteDash
Creates a new Contact.
Scheduled
Action
- SuiteDash
Update company.
Scheduled
Action
- SuiteDash
Updates and existing Contact.
Scheduled
Action
- SuiteDash
Update project.
Scheduled
Action
- SuiteDash
Update task.
Scheduled
Action
- SuiteDash
You can find a company by Name or Id.
Scheduled
Action
- SuiteDash
You can find a Contact only by Email Address.
Scheduled
Action
- SuiteDash
You can find a project by Name or Id.
Scheduled
Action
- SuiteDash
You can find a taskby Name or Id.
Scheduled
Action
- SuiteDash
You can find Staff only by Email Address.
Scheduled
Action
How Formsite + SuiteDash Integrations Work
- Step 1: Authenticate Formsite and SuiteDash.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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About SuiteDash
SuiteDash is a multi-tool business management platform that enables collaboration & communication both with your team, and with your clients.
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