Connect SuiteDash and Gmail to Build Intelligent Automations

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SuiteDash

When this happens...

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Gmail

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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.

New mail matches your specified search criteria

New mail matches your specified search criteria

Search Gmail for messages that match a subject, sender, or CC received within the specified recent time window, and return each message's headers, body (HTML/plain), date, and link.

New Email

New Email

Retrieve Gmail messages for selected label(s) received within a recent timeframe and return each message's headers, body (HTML/plain), and attachment URLs.

New Attachment

New Attachment

Retrieve recent Gmail messages (optionally filtered by label) that contain attachments, upload those attachments to Viasocket, and return message and attachment details.

New Starred Email

New Starred Email

Fetches starred Gmail messages received in a recent time window (default 15 minutes) and returns message metadata, subject, sender/recipient, plain/HTML body, and any attachments with Viasocket-uploaded URLs.

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Do thisActions

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

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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Step by step guides to integrate SuiteDash and Gmail

Frequently Asked Questions

How do I start an integration between SuiteDash and Gmail?

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

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

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

How often does the data sync between SuiteDash and Gmail?

The data sync between SuiteDash and Gmail 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 Gmail?

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 Gmail?

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

About Gmail

Gmail is a free email service developed by Google. It allows users to send and receive emails, manage their inbox, and organize their communications efficiently. With features like spam filtering, search capabilities, and integration with other Google services, Gmail is a powerful tool for personal and professional communication.

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