SuiteDash + CalendarHero

SuiteDash + CalendarHero integrations

Create new SuiteDash contacts from completed CalendarHero meetings

Stay organized and boost your productivity by ensuring all your concluded meetings are well-documented. When a meeting concludes in CalendarHero, this workflow will reflect the same status in SuiteDash. This keeps your SuiteDash records up-to-date, eliminating the risk of any overlooked concluded meetings. Leverage this seamless automation for efficient record-keeping and smoother operational processes.

When this happens...
Meeting CompletedTriggers after the Meeting is complete
TriggerInstant
automatically do this!
Create ContactCreates a new Contact.
ActionWrite

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More things you can do with CalendarHero and SuiteDash

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

Meeting Completed
Triggers after the Meeting is complete
Trigger
Instant
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Meeting Request Expired
Triggers when a meeting request expires (the requested attendees do not accept it before the end timeframe).
Trigger
Instant
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Meeting Started
Triggers when a Meeting is about to start
Trigger
Instant
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New Meeting Request
Triggers when a new meeting request is created by you.
Trigger
Instant
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- Meeting Type
  Required
- Starting Timeframe
  Required
- Ending Timeframe
  Required
- Contacts Email Addresses
  Required
- Meeting Subject/Topic
  Required
- Meeting Duration
  Required
- Location
  Required
- Meeting Agenda
Action
Write

- Meeting Type
Action
Search
- Search Query
- Name
- Email Address
  Required
Action
Search or write

New Contact
Triggers when a new contact is created.
Trigger
Polling
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New Task
Triggers when a new task is created.
Trigger
Polling
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- 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

Meeting Request Cancelled
Triggers when a meeting request was cancelled by the requesting user.
Trigger
Instant
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Meeting Request Success
Triggers when a meeting request is successfully turned into a meeting event.
Trigger
Instant
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New Contact Added
Triggered when a new contact is added through any of your personal scheduling links.
Trigger
Instant
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- Name
- Email Address
  Required
Action
Write
- Contact's ID
  Required
Action
Search
- Search Query
Action
Search
New Company
Triggers when a new company is created.
Trigger
Polling
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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 CalendarHero

CalendarHero is the smarter, faster way to schedule all of your meetings

HelpHelp

Related categories

Scheduling & Booking