Connect SuiteDash and docsend to Build Intelligent Automations

Choose a Trigger

SuiteDash

When this happens...

Choose an Action

docsend

Automatically do this!

Enable Integrations or automations with these events of SuiteDash and docsend

Enable Integrations or automations with these events of SuiteDash and docsend

Triggers

New Company

New Company

Triggers when a new company is created.

Request a new Trigger for SuiteDash

Actions

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.

Update a Company

Update a Company

Updates an Existing Company.

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Frequently Asked Questions

How do I start an integration between SuiteDash and docsend?

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

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

Absolutely. You can customize how SuiteDash data is recorded in docsend. This includes choosing which data fields go into which fields of docsend, setting up custom formats, and filtering out unwanted information.

How often does the data sync between SuiteDash and docsend?

The data sync between SuiteDash and docsend 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 SuiteDash to docsend?

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 SuiteDash and docsend?

Yes, you can set conditional logic to control the flow of data between SuiteDash and docsend. 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

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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docsend

About docsend

DocSend tells you how prospects engage with your sales material after you send it. Know when to follow up, who to follow up with, and what to focus on, enabling you to do business faster.

Learn More