
When this happens...
New Company

Automatically do this!
Enable Integrations or automations with these events of SuiteDash and Shapr
Triggers when a new company is created.
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.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 Shapr accounts to viaSocket. Once connected, you can set up a workflow where an event in SuiteDash triggers actions in Shapr (or vice versa).
Absolutely. You can customize how SuiteDash data is recorded in Shapr. This includes choosing which data fields go into which fields of Shapr, setting up custom formats, and filtering out unwanted information.
The data sync between SuiteDash and Shapr 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 Shapr. 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.
Learn MoreShapr is a cutting-edge 3D modeling software designed for professionals and hobbyists alike. It offers intuitive and powerful tools for creating detailed 3D designs, making it ideal for engineers, architects, and designers. With its user-friendly interface and robust features, Shapr enables users to bring their creative visions to life with precision and ease.
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