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SuiteDash

Connect SuiteDash integrations

Harmonize your client portals, CRM data, and billing pipelines by automating SuiteDash on Make. Connecting this all-in-one hub to our workflow automation tool lets you instantly trigger client onboarding steps, update project tasks, and sync customer invoices. Register your free account today to activate your first self-running client portal connection.

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Verified

SuiteDash

This app is supported and maintained by Make.

Triggers and actions

Developed, supported and maintained by community users.

Create a Company
Creates a new company.
Action
Create a Contact
Creates a new contact.
Action
Get a Company
Retrieves an existing company by its ID.
Action
Get a Contact
Retrieves an existing contact by its ID.
Action
Make an API Call
Performs an arbitrary authorized API call.
Action
Update a Company
Updates an existing company by its ID.
Action
Update a Contact
Updates an existing contact by its ID.
Action
List Companies
Retrieves a list of companies.
Search
List Contacts
Retrieves a list of contacts.
Search
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Supercharge your workflows

Integrate SuiteDash with Make to Automate Your Business Workflows

Integrate SuiteDash with Make to automate lead capture, sync client payments to your accounting software, and instantly alert your team about updates. Keep files secure and calendars aligned with zero manual hassle.

Automated Lead Capture

Automatically transfer new leads from your marketing forms directly into SuiteDash to start onboarding without manual data entry.

Effortless Bookkeeping Sync

Connect SuiteDash payments directly to your external accounting software to keep your financial records accurate and up to date automatically.

Real-Time Team Alerts

Instantly notify your team in Slack or Microsoft Teams whenever a client uploads a file or completes a task in SuiteDash.

Centralized Document Storage

Automatically back up files from your SuiteDash secure client portal to cloud storage platforms like Google Drive or Dropbox.

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.