Connect SuiteDash and CardClan to power AI-driven automation

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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings SuiteDash and CardClan together. Build enterprise-grade automation in minutes.

Our most popular template

Send a card in CardClan for every new task in SuiteDash
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SuiteDash + CardClan

Send a card in CardClan for every new task in SuiteDash

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Try it

SuiteDash + CardClan

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

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

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Company" from SuiteDash.

Add your action

An action happens after the trigger—such as "Send a Card" in CardClan.

You’re connected!

Zapier seamlessly connects SuiteDash and CardClan, automating your workflow.

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.

New Company
Triggers when a new company is created.
Trigger
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New Project
Triggers when a new project is created.
Trigger
Polling
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- 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
- Enter your Zapier ID
  Required
Action
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
- Enter your zapier id
  Required
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect SuiteDash and CardClan 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.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your SuiteDash to CardClan integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About SuiteDash

SuiteDash is a multi-tool business management platform that enables collaboration & communication both with your team, and with your clients.

HelpHelp

Related categories

Project Management

About CardClan

A platform to build and send interactive and personalized digital cards using prebuilt templates. Replace plain old boring emails.

HelpHelp

Related categories

Customer Appreciation

Connect SuiteDash and CardClan to power AI-driven automation

Launch your first automated workflow

Send a card in CardClan for every new task in SuiteDash

Send a card in CardClan for every new task in SuiteDash

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect SuiteDash and CardClan to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect SuiteDash to CardClan on the world's largest no-code automation platform