Formstack + SuiteDash

Create SuiteDash contacts from new Formstack submissions

Save time and effort by automating your contact management process with this workflow. When a new submission is received in Formstack, a contact will be automatically created in SuiteDash, ensuring a seamless and organized transfer of information. Keep your contact records up-to-date effortlessly and focus on more important tasks.

When this happens...
New Submission
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
TriggerInstant
automatically do this!
Create Contact
Creates a new Contact.
ActionWrite

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Supported triggers and actions

What does this mean?

New Form
Triggers when a new Form is created.
Trigger
Scheduled
Try It
- FormRequired
- User Agent
- Remote Address
- Mark Submission as "read"?
Action
Write
New Company
Triggers when a new company is created.
Trigger
Scheduled
Try It
New Project
Triggers when a new project is created.
Trigger
Scheduled
Try It
- Type
- StatusRequired
- PriorityRequired
- Project
- Assign User
- Task TitleRequired
- Estimated Time Required (Hours)
- Total Time Spent (Hours)
- Task Description
- Due Date
- Tags
Action
Write

- 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
Action
Write
- Update CompanyRequired
- Company Name
- Category
- Primary Phone
- Work Email
- Home Email
- Im
- Website
- Physical Address
- Background Info
- Work Phone
- Shop Phone
- Home Phone
- Tags
Action
Write

- Update ProjectRequired
- Users Assigned to the Project
- Assigned Client
- Project Name
- Project Description
- Project Status
- Estimated Value
- Currency
- Project Leader
- Set Estimated Time/Time Spent As
- Estimated Completion Date
Action
Write
- NameRequired
Action
Search
- NameRequired
Action
Search
- NameRequired
Action
Search

- FormRequired
- Field identification
Trigger
Instant
Try It
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
New Task
Triggers when a new task is created.
Trigger
Scheduled
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
Action
Write
- RoleRequired
- First NameRequired
- Last NameRequired
- Primary EmailRequired
- Company
- Create Company if No Exact Match
- On-Boarding FLOW
- Folder Generator
- User Timezone
- Coordinator
- Assign Circle
- Event Generator
- Audience
- Schedules
- Project Generators
- Tags
- Physical Address
- Address Line 1
- Address Line 2
- City
- State / Province
- ZIP / Postal Code
- Country
- Work Email
- Home Email
- Background Info
- Job Title
- Primary Phone
- Work Phone
- Shop Phone
- Home Phone
- Website
- Send Email to Coordinator
- Send Portal Access Invitation
- Amount
- Title
- Currency
- Plan
Action
Write
- Update ContactRequired
- Email
- First Name
- Last Name
- User Timezone
- Coordinator
- Assign Circle
- Tags
- Physical Address
- Address Line 1
- Address Line 2
- City
- State / Province
- ZIP / Postal Code
- Country
- Work Email
- Home Email
- Background Info
- Job Title
- Primary Phone
- Work Phone
- Shop Phone
- Home Phone
- Website
Action
Write
- Update TaskRequired
- StatusRequired
- PriorityRequired
- Task TitleRequired
- Project
- Type
- Assign User
- Estimated Time Required (Hours)
- Total Time Spent (Hours)
- Task Description
- Due Date
- Tags
Action
Write
- NameRequired
Action
Search
- NameRequired
Action
Search

About Formstack

Formstack is one of the easiest ways to build custom forms that let you collect data your way.

Learn more Help

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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.

Help

Related categories

Project Management

PRODUCTS

CAPABILITIES

By team

Formstack + SuiteDash

Create SuiteDash contacts from new Formstack submissions

New Form

Create Form Submission

User Agent

Remote Address

Mark Submission as "read"?

New Company

New Project

Create Task

Type

StatusRequired

PriorityRequired

Project

Assign User

Task TitleRequired

Estimated Time Required (Hours)

Total Time Spent (Hours)

Task Description

Due Date

Tags

Create Project

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

Update Company

Update CompanyRequired

Company Name

Category

Primary Phone

Work Email

Home Email

Im

Website

Physical Address

Background Info

Work Phone

Shop Phone

Home Phone

Tags

Update Project

Update ProjectRequired

Users Assigned to the Project

Assigned Client

Project Name

Project Description

Project Status

Estimated Value

Currency

Project Leader

Set Estimated Time/Time Spent As

Estimated Completion Date

Find Company

NameRequired

Find Project

NameRequired

Find Staff

NameRequired

New Form Submission

FormRequired

Field identification

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body