SuiteDash Integrations
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Google, Spreadsheets
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eCommerce, WordPress
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Forms & Surveys
Formidable Forms
Forms & Surveys, WordPress
Airtable
Databases
Google Drive
File Management & Storage, Google
ClickUp
Project Management
Paths by Zapier
Developer Tools, ZapierGoogle Sheets
Google, SpreadsheetsWebhooks by Zapier
Developer Tools, ZapierWooCommerce
eCommerce, WordPressJotform
Forms & SurveysFormidable Forms
Forms & Surveys, WordPressAirtable
DatabasesGoogle Sheets
Google, SpreadsheetsWebhooks by Zapier
Developer Tools, ZapierWooCommerce
eCommerce, WordPressJotform
Forms & SurveysFormidable Forms
Forms & Surveys, WordPressAirtable
DatabasesGoogle Drive
File Management & Storage, GoogleClickUp
Project ManagementPaths by Zapier
Developer Tools, ZapierTop companies trust Zapier to automate work and free up time
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New Company
Triggers when a new company is created.
Try ItNew Project
Triggers when a new project is created.
Try ItType
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.
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.
New Contact
Triggers when a new contact is created.
Try ItNew Task
Triggers when a new task is created.
Try ItCompany 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!
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.
About SuiteDash
SuiteDash is a multi-tool business management platform that enables collaboration & communication both with your team, and with your clients.
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