
When this happens...

Automatically do this!
Create a Contact
List Contacts
Create a Company
Find a Company
Find a Contact
Update a Company
Update a Contact
List Companies
List Projects
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new company is created.
Action is the task that follows automatically within your Intend integrations.
Get all the existing goals
Creates a New Contact.
Get all Existing Contacts.
Creates a New Company.
You can find a company by Name or Id.
Find an existing Contact only by Email Address.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Intend and SuiteDash accounts to viaSocket. Once connected, you can set up a workflow where an event in Intend triggers actions in SuiteDash (or vice versa).
Absolutely. You can customize how Intend data is recorded in SuiteDash. This includes choosing which data fields go into which fields of SuiteDash, setting up custom formats, and filtering out unwanted information.
The data sync between Intend and SuiteDash typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Intend and SuiteDash. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Intend is a powerful tool designed to help you set, track, and achieve your goals efficiently. Whether you're managing personal objectives or professional milestones, Intend provides a streamlined platform to keep you focused and motivated.
Learn MoreSuiteDash is an all-in-one business software platform designed to streamline and automate various business processes, including CRM, project management, invoicing, and client portals. It is tailored to help businesses enhance their productivity and improve client interactions by providing a comprehensive suite of tools in a single platform.
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