
When this happens...
New Company

Automatically do this!
Create Agent
Update Agent
Create External Function
Update External Function
Delete External Function
Create PlayNote
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new company 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.

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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 Play AI accounts to viaSocket. Once connected, you can set up a workflow where an event in SuiteDash triggers actions in Play AI (or vice versa).
Absolutely. You can customize how SuiteDash data is recorded in Play AI. This includes choosing which data fields go into which fields of Play AI, setting up custom formats, and filtering out unwanted information.
The data sync between SuiteDash and Play AI 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 Play AI. 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.
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