Connect SuiteDash and Worksection to Build Intelligent Automations
Choose a Trigger
When this happens...
New Company
Choose an Action
Automatically do this!
Create Project
Ready to use SuiteDash and Worksection automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Company
Triggers when a new company is created.
New Project
Triggers when a new project is created.
New Project Task
Retrieve tasks created within a recent time window for the selected project.
New Comment in Task
Detects new comments added to a selected task in a project and returns their details.
Task Completed in Project
Return tasks from the selected project that were marked done within the specified recent time period.
Do thisActions
Action is the task that follows automatically within your SuiteDash integrations.
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 Worksection accounts to viaSocket. Once connected, you can set up a workflow where an event in SuiteDash triggers actions in Worksection (or vice versa).
Absolutely. You can customize how SuiteDash data is recorded in Worksection. This includes choosing which data fields go into which fields of Worksection, setting up custom formats, and filtering out unwanted information.
The data sync between SuiteDash and Worksection 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 Worksection. 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 Worksection
Worksection is project management tool. We help to manage projects, teams, communicate effectively, and control tasks online.
Learn More
