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Connect SuiteDash to DocMerger and automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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Zapier makes it easy to integrate SuiteDash with DocMerger - no code necessary. See how you can get setup in minutes.

Select a trigger from SuiteDash

A trigger is an event that starts your Zap and runs the workflow. For example, with SuiteDash, a trigger could be "New Company."
A trigger is the event that kicks off your automated workflow.

Setup an action from DocMerger

An action is what takes place after the automation is triggered. For example, with DocMerger, the action could be "Create Document."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected SuiteDash to DocMerger

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Triggers and actions are the main components of every automated workflow.

Connect SuiteDash and DocMerger to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Connect SuiteDash and DocMerger to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • SuiteDash triggers, actions, and search
    New Contact

    Triggers when a new contact is created.

    Trigger
    Scheduled
    Try It
  • SuiteDash triggers, actions, and search
    New Task

    Triggers when a new task is created.

    Trigger
    Scheduled
    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
    • First Name
    • Last Name
    • Primary Email
    • 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
    • Task Title
      Required
    • Primary Phone
    • Work Phone
    • Shop Phone
    • Home Phone
    • Website
    • Send Email to Coordinator
    • Send Portal Access Invitation
    • Amount
    • Title
    • Currency
    • Plan
    Action
    Write
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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.
Help
Related categories
  • Project Management
docmerger logo
docmerger logo
About DocMerger
Merge and Create PDF and Word Documents on the fly using templates.
Help
Related categories

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