Enable Integrations or automations with these events of Personal Capital and SuiteDash
Triggers when a new company is created.
Creates a New Contact.
Creates a New Company.
You can find a company by Name or Id.
Find an existing Contact only by Email Address.
Updates an Existing Company.
Updates an existing Contact.
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Personal Capital is a financial management platform that offers tools for tracking and managing personal finances, investments, and retirement planning. It provides users with insights into their financial health and helps them make informed decisions about their financial future.
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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