SuiteDash + Trafft

SuiteDash + Trafft integrations

Create new SuiteDash contacts from completed Trafft bookings

When a booking is completed in the Trafft app, this workflow enables you to swiftly create a new contact in SuiteDash, streamlining your client management process. Simplify your operations and ensure every booked client is promptly added to your SuiteDash contacts. By leveraging this automation, you get to save time and focus on delivering exceptional service for your clients.

When this happens...
Booking CompletedTriggers when a new booking is made.
TriggerInstant
automatically do this!
Create ContactCreates a new Contact.
ActionWrite

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More things you can do with Trafft and SuiteDash

Discover other triggers and actions you can use with Trafft and SuiteDash

Booking Canceled
Triggers when a booking is canceled.
Trigger
Instant
Try It
Booking Rescheduled
Triggers when a booking is rescheduled.
Trigger
Instant
Try It
Customer Created
Triggers when a new customer is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Polling
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
  Required
- First Name
  Required
- Last Name
  Required
- Primary Email
  Required
- 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
- Job Title
- Deal Generator
- Primary Phone
- Work Phone
- Shop Phone
- Home Phone
- Website
- Send Email to Coordinator
- Send Portal Access Invitation
- Amount
- Title
- Currency
- Plan
Action
Write

- Update Contact
  Required
- Email
- First Name
- Last Name
- User Timezone
- Coordinator
- Assign 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
- Website
Action
Write
- Update Task
  Required
- Status
  Required
- Priority
  Required
- Task Title
  Required
- Project
- Type
- Assign User
- Estimated Time Required (Hours)
- Total Time Spent (Hours)
- Task Description
- Due Date
- Tags
Action
Write
- Name
  Required
Action
Search
- Name
  Required
Action
Search

Booking Completed
Triggers when a new booking is made.
Trigger
Instant
Try It
Booking Status Changed
Triggers when a booking status is changed.
Trigger
Instant
Try It
New Company
Triggers when a new company is created.
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
- Type
- Status
  Required
- Priority
  Required
- Project
- Assign User
- Task Title
  Required
- 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 Client
  Required
- Project Name
  Required
- Estimated Completion Date
  Required
- Project Description
- Estimated Value
- Currency
- Project Leader
- Set Estimated Time/Time Spent As
Action
Write
- Update Company
  Required
- Company Name
- Category
- Primary Phone
- Work Email
- Home Email
- Im
- Website
- Physical Address
- Background Info
- Work Phone
- Shop Phone
- Home Phone
- Tags
Action
Write
- Update Project
  Required
- 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
Action
Write
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search

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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Related categories

Project Management

About Trafft

Trafft is a booking software made for businesses and individuals for scheduling appointments, managing staff, and their calendars.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking