HappyForms + SuiteDash

HappyForms + SuiteDash integrations

Create new SuiteDash contacts from new HappyForms activities

Save time and streamline your work processes by connecting your HappyForms and SuiteDash applications. When a new activity arises in HappyForms, this workflow carries that information over to SuiteDash, creating a new contact instantly. This seamless integration not only eliminates the hassle of manual data entry, but also ensures that no potential contacts fall through the cracks in your communication pipeline.

When this happens...
New ActivityTriggers when a new activity is created.
TriggerInstant
automatically do this!
Create ContactCreates a new Contact.
ActionWrite

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More things you can do with HappyForms and SuiteDash

Discover other triggers and actions you can use with HappyForms and SuiteDash

New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Polling
Try It
- Company Name
  Required
- 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
- Role
  Required
- First Name
  Required
- Last Name
  Required
- Primary Email
  Required
- 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
- Deal Generator
- Primary Phone
- Work Phone
- Shop Phone
- Home Phone
- Website
- Send Email to Coordinator
- Send Portal Access Invitation
- Amount
- Title
- Currency
- Plan
Action
Write

- Update Contact
  Required
- 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 Task
  Required
- Status
  Required
- Priority
  Required
- Task Title
  Required
- Project
- Type
- Assign User
- Estimated Time Required (Hours)
- Total Time Spent (Hours)
- Task Description
- Due Date
- Tags
Action
Write

- Name
  Required
Action
Search
- Name
  Required
Action
Search

New Company
Triggers when a new company is created.
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
- Type
- Status
  Required
- Priority
  Required
- Project
- Assign User
- Task Title
  Required
- 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 Client
  Required
- Project Name
  Required
- Estimated Completion Date
  Required
- Project Description
- Estimated Value
- Currency
- Project Leader
- Set Estimated Time/Time Spent As
Action
Write
- Update Company
  Required
- 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 Project
  Required
- 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
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search

About HappyForms

HappyForms helps you to grow customer interactions through better forms, sign-ups, surveys, polls and checkouts for WordPress.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

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Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About SuiteDash

SuiteDash is a multi-tool business management platform that enables collaboration & communication both with your team, and with your clients.

HelpHelp

Related categories

Project Management