SuiteDash + Trafft

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 Completed
Triggers when a new booking is made.
TriggerInstant
automatically do this!
Create Contact
Creates a new Contact.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

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 NameRequired
- 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
- RoleRequired
- First NameRequired
- Last NameRequired
- Primary EmailRequired
- 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 ContactRequired
- 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 TaskRequired
- StatusRequired
- PriorityRequired
- Task TitleRequired
- Project
- Type
- Assign User
- Estimated Time Required (Hours)
- Total Time Spent (Hours)
- Task Description
- Due Date
- Tags
Action
Write
- NameRequired
Action
Search
- NameRequired
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
- StatusRequired
- PriorityRequired
- Project
- Assign User
- Task TitleRequired
- 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 ClientRequired
- Project NameRequired
- Estimated Completion DateRequired
- Project Description
- Estimated Value
- Currency
- Project Leader
- Set Estimated Time/Time Spent As
Action
Write
- Update CompanyRequired
- 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 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
Action
Write
- NameRequired
Action
Search
- NameRequired
Action
Search
- NameRequired
Action
Search

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

About Trafft

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

Learn more

Related categories

Scheduling & Booking

SuiteDash + Trafft

Create new SuiteDash contacts from completed Trafft bookings

Supported triggers and actions

Booking Canceled

Booking Rescheduled

Customer Created

New Contact

New Task

Create Company

Create Contact

Update Contact

Update Task

Find Contacts

Find Task

Booking Completed

Booking Status Changed

New Company

New Project

Create Task

Create Project

Update Company

Update Project

Find Company

Find Project

Find Staff

About SuiteDash

Related categories

About Trafft

Related categories