SuiteDash Integrations
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Send a Slack message when a new contact is registered in SuiteDash
If you're using Intake Forms, you will want to be notified immediately when a new prospect or client registers using one of your Forms. This SuiteDash-Slack integration will message you directly in Slack when that happens.
Create new SuiteDash clients for new WooCommerce customers
When this integration runs, the business can sell a product on their website, which triggers the WooCommerce Event, which in turn creates the SuiteDash action of creating a new Client, which will then, depending on the way things are configured on the SuiteDash side, grant access to the Client Portal where these resources & assets can be accessed, downloaded or viewed.
Send a SlackBot message when a new Task is created in SuiteDash
When you're using the SuiteDash Project Management solution, you will want to be notified immediately when a new task is created in a Project. An email is sent, but if you work with email snoozed during stretches of the day, you may want to be notified immediately in an individual channel, or in a group channel.
This SuiteDash-Slack integration will message you directly in Slack via the bot functionality when a task is created in SuiteDash.
Send a SlackBot message when a new Project is created in SuiteDash
When you're using the SuiteDash Project Management solution, you will want to be notified immediately when a new Project is created in SuiteDash. An email is sent, but if you work with email snoozed during stretches of the day, you may want to be notified immediately in an individual channel, or in a group channel.
This SuiteDash-Slack integration will message you directly in Slack via the bot functionality when a new Project is created in SuiteDash.
Create a new SuiteDash contact for new Shopify customers
Very often, a business will want to sell a product on their website, usually a digital product, that will then as part of the value, grant access to a 'Member's only' area where certain resources & assets are housed. Many businesses are using Shopify as their website solution, and as a result, they are selling these products and enabling checkout via Shopify.
When this integration runs, the business can sell a product on their website, which triggers the Shopify Event, which in turn creates the SuiteDash action of creating a new Client, which will then, depending on the way things are configured on the SuiteDash side, grant access to the Client Portal where these resources & assets can be accessed, downloaded or viewed.
The user's flow is automated after the checkout because the Zap enables the automatic creation of the Client on the SuiteDash side, which then triggers a welcome email that will grant them access to the desired resources/assets.
Create a new SuiteDash contact for BigCommerce customers
When this integration runs, the business can sell a product on their website, which triggers the BigCommerce Event, which in turn creates the SuiteDash action of creating a new Client, which will then, depending on the way things are configured on the SuiteDash side, grant access to the Client Portal where these resources & assets can be accessed, downloaded or viewed.
The user's flow is automated after the checkout because the Zap enables the automatic creation of the Client on the SuiteDash side, which then triggers a welcome email that will grant them access to the desired resources/assets.
Create new SuiteDash contacts for new Gravity Form submissions
When this integration runs, the visitors to the website will fill in the appropriate form (powered by Gravity Forms) and submit their information. That serves as the Trigger in this Zap, and then on the Action side, the Zap will create a new Client in the SuiteDash CRM solution.
The Zapier user's workflow is automated because visitors to their website who complete the intake form (powered by Gravity Forms) will then automatically have that user added into the SuiteDash CRM, which then enables all the powerful tools that SuiteDash provides.
Note - Include First Name, Last Name and Email in the form.
Create a new Contact in SuiteDash when a Google Form is submitted
When this integration runs, the visitors to the website will fill in the appropriate form (powered by Google Forms) and submit their information. That serves as the Trigger in this Zap, and then on the Action side, the Zap will create a new Client in the SuiteDash CRM solution.
The Zapier user's workflow is automated because visitors to their website who complete the intake form (powered by Google Forms) will then automatically have that user added into the SuiteDash CRM, which then enables all the powerful tools that SuiteDash provides.
Note - Include First Name, Last Name and Email in the survey.
Create new SuiteDash contacts for Formidable Form entries
When this integration runs, the visitors to the website will fill in the appropriate form (powered by Formidable Forms) and submit their information. That serves as the Trigger in this Zap, and then on the Action side, the Zap will create a new Client in the SuiteDash CRM solution.
The Zapier user's workflow is automated because visitors to their website who complete the intake form (powered by Formidable Forms) will then automatically have that user added into the SuiteDash CRM, which then enables all the powerful tools that SuiteDash provides.
Note - Include First Name, Last Name, and Email in the form.
Create a new Contact in SuiteDash when a Ninja Form is submitted
When this integration runs, the visitors to the website will fill in the appropriate form (powered by Ninja forms) and submit their information. That serves as the Trigger in this Zap, and then on the Action side, the Zap will create a new Client in the SuiteDash CRM solution.
The Zapier user's workflow is automated because visitors to their website who complete the intake form (powered by Ninja forms) will then automatically have that user added into the SuiteDash CRM, which then enables all the powerful tools that SuiteDash provides.
Note - Include First Name, Last Name, and Email in the form.
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SuiteDash Integration Details
Launched on Zapier December 14, 2017
Zapier combines Triggers (like "New Task") and Actions (like "Create Task") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.
The following SuiteDash Triggers, Searches, and Actions are supported by Zapier:
Triggers when a new task is created.
Triggers when a new contact is created.
Triggers when a new company is created.
Triggers when a new project is created.
Creates a new task.
Creates a new project.
Creates a new contact.
Creates a new company.
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