Connect Privyr and SuiteDash to Build Intelligent Automations

Choose a Trigger

Privyr

When this happens...

Choose an Action

SuiteDash

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Company

New Company

Triggers when a new company is created.

Request a new Trigger for Privyr

Do thisActions

Action is the task that follows automatically within your Privyr integrations.

Create Client

Create Client

Creates a new client

Create a Contact

Create a Contact

Creates a New Contact.

List Contacts

List Contacts

Get all Existing Contacts.

Create a Company

Create a Company

Creates a New Company.

Find a Company

Find a Company

You can find a company by Name or Id.

Find a Contact

Find a Contact

Find an existing Contact only by Email Address.

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Frequently Asked Questions

How do I start an integration between Privyr and SuiteDash?

To start, connect both your Privyr and SuiteDash accounts to viaSocket. Once connected, you can set up a workflow where an event in Privyr triggers actions in SuiteDash (or vice versa).

Can we customize how data from Privyr is recorded in SuiteDash?

Absolutely. You can customize how Privyr 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.

How often does the data sync between Privyr and SuiteDash?

The data sync between Privyr and SuiteDash typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Privyr to SuiteDash?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Privyr and SuiteDash?

Yes, you can set conditional logic to control the flow of data between Privyr 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.

Privyr

About Privyr

Privyr is a mobile CRM built for sales professionals who run their businesses from their phone. It works with WhatsApp, iMessage, SMS, email, and other popular chat apps.

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SuiteDash

About SuiteDash

SuiteDash 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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