Connect SuiteDash and PPM Express to Build Intelligent Automations
Choose a Trigger
When this happens...
New Company
Choose an Action
Automatically do this!
- Request a new Action for PPM Express
Enable Integrations or automations with these events of SuiteDash and PPM Express
Enable Integrations or automations with these events of SuiteDash and PPM Express
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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Frequently Asked Questions
To start, connect both your SuiteDash and PPM Express accounts to viaSocket. Once connected, you can set up a workflow where an event in SuiteDash triggers actions in PPM Express (or vice versa).
Absolutely. You can customize how SuiteDash data is recorded in PPM Express. This includes choosing which data fields go into which fields of PPM Express, setting up custom formats, and filtering out unwanted information.
The data sync between SuiteDash and PPM Express 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 PPM Express. 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 PPM Express
PPM Express is Product Portfolio Management platform to easily integrate and orchestrate your existing projects in Microsoft Planner, Azure DevOps, Jira Software, Monday.com, and Microsoft Project Online to get a big picture view of your projects and product portfolio.
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