Connect SuiteDash and optix to Build Intelligent Automations

Choose a Trigger

SuiteDash

When this happens...

Choose an Action

optix

Automatically do this!

Enable Integrations or automations with these events of SuiteDash and optix

Enable Integrations or automations with these events of SuiteDash and optix

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 optix?

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

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

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

How often does the data sync between SuiteDash and optix?

The data sync between SuiteDash and optix 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 optix?

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 optix?

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

About optix

Optix is a platform for on-demand work and meeting spaces.

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