Create integrations between SuiteDash and ShareFile
Create a Contact in SuiteDash when New File in ShareFile
Create a Company in SuiteDash when New File in ShareFile
Find a Company in SuiteDash when New File in ShareFile
Find a Contact in SuiteDash when New File in ShareFile
Update a Company in SuiteDash when New File in ShareFile
Update a Contact in SuiteDash when New File in ShareFile
Create a Contact in SuiteDash when New Client in ShareFile
Create a Company in SuiteDash when New Client in ShareFile
Find a Company in SuiteDash when New Client in ShareFile
Find a Contact in SuiteDash when New Client in ShareFile
Actions and Triggers
When this happensTriggers
New Company
Triggers when a new company is created.
New File
Triggers when a new file is uploaded to a specified folder.
New Client
Triggers when a new client is created.
Do thisActions
Create a Contact
Creates a New Contact.
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.
Update a Contact
Updates an existing Contact.
Frequently Asked Questions
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 ShareFile
ShareFile is a secure file sharing and storage solution designed for businesses to easily send, receive, and store large files. It offers robust security features, customizable workflows, and seamless integration with other business tools to enhance productivity and collaboration.
Learn More
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