Formsite + SuiteDash
Create tasks in SuiteDash for new Formsite form results
Effortlessly manage your Formsite form submissions with this handy workflow. Whenever a new form result is submitted in Formsite, a task will be created in SuiteDash, ensuring that you never miss important updates and can efficiently track your progress. Streamline your task management process and boost your productivity with this simple yet effective automation.
Effortlessly manage your Formsite form submissions with this handy workflow. Whenever a new form result is submitted in Formsite, a task will be created in SuiteDash, ensuring that you never miss important updates and can efficiently track your progress. Streamline your task management process and boost your productivity with this simple yet effective automation.
- When this happens...New Form Result
Triggers when a user submits a new form result.
- automatically do this!Create Task
Creates a new task.
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FormRequired
Try ItNew Contact
Triggers when a new contact is created.
Try ItNew Task
Triggers when a new task is created.
Try ItCompany 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 ItNew Project
Triggers when a new project is created.
Try ItType
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
Project NameRequired
Estimated Completion DateRequired
Project Description
Estimated Value
Currency
Project Leader
Set Estimated Time/Time Spent As
