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involve.me + SuiteDash

Create SuiteDash tasks from new involve.me completed submissions

Efficiently manage your involve.me user submissions by automating the task creation process in SuiteDash. This workflow activates when someone completes a submission in your involve.me project, promptly creating a task in SuiteDash with the relevant details. Save valuable time and streamline your project management while ensuring that every submission gets the attention it deserves.

Efficiently manage your involve.me user submissions by automating the task creation process in SuiteDash. This workflow activates when someone completes a submission in your involve.me project, promptly creating a task in SuiteDash with the relevant details. Save valuable time and streamline your project management while ensuring that every submission gets the attention it deserves.

  1. When this happens...
    involve.meinvolve.me
    TriggerScheduled
  2. automatically do this!
    SuiteDashSuiteDash
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • involve.me ProjectRequired

    Trigger
    Instant
    Try It
  • SuiteDash triggers, actions, and search

    New Contact

    Triggers when a new contact 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
    • 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
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involveme logo

About involve.me

involve.me is a customer experience platform. Everything you need to capture leads, collect feedback & activate your audience.
Learn moreHelp

Related categories

  • Forms & Surveys

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About SuiteDash

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

Related categories