Connect SuiteDash and geniusreferrals to Build Intelligent Automations
Choose a Trigger
When this happens...
New Company
Choose an Action
Automatically do this!
- Request a new Action for geniusreferrals
Enable Integrations or automations with these events of SuiteDash and geniusreferrals
Enable Integrations or automations with these events of SuiteDash and geniusreferrals
Triggers
New Company
Triggers when a new company is created.
Actions
Create a Contact
Creates a New Contact.
List Contacts
Get all Existing Contacts.
Create a Company
Creates a New Company.
Find a Company
You can find a company by Name or Id.
Find a Contact
Find an existing Contact only by Email Address.
Update a Company
Updates an Existing Company.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
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Frequently Asked Questions
To start, connect both your SuiteDash and geniusreferrals accounts to viaSocket. Once connected, you can set up a workflow where an event in SuiteDash triggers actions in geniusreferrals (or vice versa).
Absolutely. You can customize how SuiteDash data is recorded in geniusreferrals. This includes choosing which data fields go into which fields of geniusreferrals, setting up custom formats, and filtering out unwanted information.
The data sync between SuiteDash and geniusreferrals 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 geniusreferrals. 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.
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 MoreAbout geniusreferrals
Referral Marketing Platform that helps businesses to acquire new customers using word of mouth and recommendation techniques.
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