
When this happens...
New Company

Automatically do this!
Create a Order
Get Customer by ID
Update Customer by ID
Get All Vehicles
Delete Orders by Order Number
Get Orders
List Custom Fields
List Capacities
List Customers
List Notification Templates
List Orders
List Plans
List Routes
List Vehicles
List Zone Groups
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new company is created.
Triggers when a new order 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 SmartRoutes accounts to viaSocket. Once connected, you can set up a workflow where an event in SuiteDash triggers actions in SmartRoutes (or vice versa).
Absolutely. You can customize how SuiteDash data is recorded in SmartRoutes. This includes choosing which data fields go into which fields of SmartRoutes, setting up custom formats, and filtering out unwanted information.
The data sync between SuiteDash and SmartRoutes 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 SmartRoutes. 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 MoreSmartRoutes is a comprehensive route optimization and delivery management platform designed to streamline logistics operations for businesses. It offers features such as route planning, real-time tracking, and delivery analytics to enhance efficiency and customer satisfaction.
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