
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 SQL Server integrations.
Execute any query on SQL Server Database
Insert a row in SQL Server Database
Update row in SQL Server Database Table
Find a row via query in SQL Server Database table
Find a row in SQL Server Database
Perform Upsert (Create or Update) operation in any SQL Server Database table.

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