Connect SignDesk and SuiteDash to Build Intelligent Automations

Choose a Trigger

SignDesk

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 SignDesk

Do thisActions

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

Get request structure

Get request structure

Gets a request structure for a specific form.

Fetch Form Configuration

Fetch Form Configuration

Fetch a specific Form Configuration.

Create CLM Request

Create CLM Request

Creates a CLM request.

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.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between SignDesk and SuiteDash?

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

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

Absolutely. You can customize how SignDesk 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 SignDesk and SuiteDash?

The data sync between SignDesk 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 SignDesk 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 SignDesk and SuiteDash?

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

SignDesk

About SignDesk

SignDesk is a comprehensive digital documentation platform that streamlines the process of document creation, signing, and management. It offers a secure and efficient way to handle contracts, agreements, and other important documents electronically, reducing the need for physical paperwork and enhancing productivity.

Learn More
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.

Learn More