Plumsail Documents + SuiteDash Integrations

How to connect Plumsail Documents + SuiteDash

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Supported triggers and actions

What does this mean?

- Process NameRequired
Trigger
Instant
Try It
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
  Options include Bug, Feature, or Support.
- StatusRequired
  Options include Open, Assigned, Working, Testing, Review, Completed. Invalid statuses will be set to Open.
- PriorityRequired
  Options include Low, Normal, High, or Urgent.
- Project
  You can search by Project Name or ID. If a valid project is found, the task will be assigned to that project.
- Assign User
  You can search by a user's Full Name, Email, or ID. If no valid user is found, the task will be assigned to yourself.
- Task TitleRequired
- Estimated Time Required (Hours)
  Plain numerical amount formatted as 00.0.
- Total Time Spent (Hours)
  Plain numerical amount formatted as 00.0.
- Task Description
- Due Date
  By default formatted as MM/DD/YYYY.
- Tags
  Multiple tags can be separated by commas. Ex: tag1, tag2, tag3.
Action
Write
- Project Template
  Create Project with a chosen existing Project Template, using the Template's full name.
- Project Status
  Default options are Working, Pending, Blocked, or Completed.
- Users Assigned to the Project
  Multiple users can be separated by commas. Ex: John Doe, Mickey Mouse, Stan Smith.
- Assigned ClientRequired
  Client assigned to the Project. You can use the Client's full name, email, or ID.
- Project NameRequired
- Estimated Completion DateRequired
  By default formatted as MM/DD/YYYY.
- Project Description
- Estimated Value
  Plain numerical amount formatted as 0000.00.
- Currency
  Desired currency symbol.
- Project Leader
  Assigned Project Leader. You can use a user's full name, email, or ID.
- Set Estimated Time/Time Spent As
  Set this to yes/true to make all Task Time fields required in this Project.
Action
Write

- Update CompanyRequired
  Use this field to update an existing company. If is empty will create a new company.
- Company Name
- Category
- Primary Phone
- Work Email
- Home Email
- Im
- Website
- Physical Address
- Background Info
- Work Phone
- Shop Phone
- Home Phone
- Skype
- Tags
  New tags can be added using comma as separator. ex: tag1, tag2.
Action
Write
- Update ProjectRequired
  Use this field to update an existing project. You can search project by id or name.
- Users Assigned to the Project
  Multiple users can be separated by commas. Ex: John Doe, Mickey Mouse, Stan Smith.
- Assigned Client
  Client assigned to the Project. You can use the Client's full name, email, or ID.
- Project Name
- Project Description
- Project Status
  Default options are Working, Pending, Blocked, or Completed.
- Estimated Value
  Plain numerical amount formatted as 0000.00.
- Currency
  Desired currency symbol.
- Project Leader
  Assigned Project Leader. You can use a user's full name, email, or ID.
- Set Estimated Time/Time Spent As
  Set this to yes/true to make all Task Time fields required in this Project.
- Estimated Completion Date
  By default formatted as MM/DD/YYYY.
Action
Write

- NameRequired
  Provide company name or Id.
Action
Search
- NameRequired
  Project Name or Id.
Action
Search
- NameRequired
  Provide User name, email or Id.
Action
Search

- Process NameRequired
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
- Skype
- Tags
  New tags can be added using comma as separator. ex: tag1, tag2.
- Associated Contacts
  You can select an existing contact or create a new one.
- Role
  Require if you want to create a new contact!
- First Name
  Require if you want to create a new contact!
- Last Name
  Require if you want to create a new contact!
- Primary Email
  This will be the email address where notification of the new account will be sent. Require if you want to create a new contact!
Action
Write
- RoleRequired
  Default options are Lead, Prospect, or Client.
- First NameRequired
- Last NameRequired
- Primary EmailRequired
  This will be the email address where notification of the new account will be sent.
- Company
- Create Company if No Exact Match
- On-Boarding FLOW
- Folder Generator
  You can pre-define a folder structure that will be automatically generated inside a Contact's Shared Folder. First, you will need to create the Folder Profile, which can include any number/level of folders, and even files. Then, when you are adding new Contacts, you will select the appropriate Folder Profile here, and that structure will be automatically generated for the created Contact.
- User Timezone
- Coordinator
  The Coordinator is the Contacts point of contact inside your organizatoin.
- Assign Circle
  Assign User To Circle(s) : Only Prospect & Client roles can be added to a Circle.
- Event Generator
- Audience
- 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
- Skype
- Website
- Send Email to Coordinator
  Send email to the assigned Coordinator when user registers.
- Send Portal Access Invitation
  This email invites the recipient to your Portal. You can send immediately, or trigger later manually.
- Amount
  If you choose a One-Time Payment, this is the amount that will be charged for Portal Access.
- Title
  Use this field & dynamic placeholders to create a unique "Invoice" Title for each new Contact.
- Currency
  Choose the currency that matches the setup of your chosen Payment Gateway.
- Plan
  You can specify a pre-configured Subscription Plan, and before the user can access the Portal, they'll be required to make a payment.
Action
Write
- Update ContactRequired
  Use this field to update an existing contact. You can find contact by id, name or email.
- Email
- First Name
- Last Name
- User Timezone
- Coordinator
  The Coordinator is the Contacts point of contact inside your organizatoin.
- Assign Circle
  Assign User To Circle(s) : Only Prospect & Client roles can be added to a 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
- Skype
- Website
Action
Write
- Update TaskRequired
  Use this field to update an existing task. If is empty will create a new task.
- StatusRequired
  Options include Open, Assigned, Working, Testing, Review, Completed. Invalid statuses will be set to Open.
- PriorityRequired
  Options include Low, Normal, High, or Urgent.
- Task TitleRequired
- Project
  You can search by Project Name or ID. If a valid project is found, the task will be assigned to that project.
- Type
  Options include Bug, Feature, or Support.
- Assign User
  You can search by a user's Full Name, Email, or ID. If no valid user is found, the task will be assigned to yourself.
- Estimated Time Required (Hours)
  Plain numerical amount formatted as 00.0.
- Total Time Spent (Hours)
  Plain numerical amount formatted as 00.0.
- Task Description
- Due Date
  By default formatted as MM/DD/YYYY.
- Tags
  Multiple tags can be separated by commas. Ex: tag1, tag2, tag3.
Action
Write
- NameRequired
  Provide Contact name, email or Id.
Action
Search
- NameRequired
  Task name or id.
Action
Search

How Plumsail Documents + SuiteDash Integrations Work

Step 1: Authenticate Plumsail Documents 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.

Connect apps

Connect Plumsail Documents + SuiteDash

About Plumsail Documents

Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.

Learn more

Related categories

Documents

About SuiteDash

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

Related categories

Project Management

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Plumsail Documents + SuiteDash Integrations

How to connect Plumsail Documents + SuiteDash

Connect your apps and automate workflows

Process Finished

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

Skype

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

Start Process

Process NameRequired

New Contact

New Task

Create Company

Company NameRequired

Category

Primary Phone

Work Email

Home Email

Im

Website

Physical Address

Background Info

Work Phone

Shop Phone