
When this happens...
New Company

Automatically do this!
Get Memberships
List booking categories for a space
List upcoming bookings for member
List recent bookings for member
List remaining booking credits for a member
List check-ins for entire space
List invoices
List Open Invoices
Get a questionnaire
List answers for a member
List members
List payment methods
List plans
List Resources
Explore more automations built by businesses and experts
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new company is created.
Triggers when a booking is made.
Triggers when a booking is about to begin.
Triggers when an admin publishes an event.
Triggers when an invoice is created.
Triggers when an external booking is created.
Action is the task that follows automatically within your SuiteDash integrations.
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.
Updates an Existing Company.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 SuiteDash and Cobot accounts to viaSocket. Once connected, you can set up a workflow where an event in SuiteDash triggers actions in Cobot (or vice versa).
Absolutely. You can customize how SuiteDash data is recorded in Cobot. This includes choosing which data fields go into which fields of Cobot, setting up custom formats, and filtering out unwanted information.
The data sync between SuiteDash and Cobot 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 SuiteDash and Cobot. 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.
Learn MoreCobot is a comprehensive management tool designed for coworking spaces. It helps streamline operations, manage memberships, and enhance community engagement.
Learn More