Connect Workflowy and SuiteDash to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Workflowy
Choose an Action
Automatically do this!
Create a Contact
List Contacts
Create a Company
Find a Company
Find a Contact
Update a Company
Update a Contact
List Companies
List Projects
Ready to use Workflowy and SuiteDash automations
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Company
Triggers when a new company is created.
Do thisActions
Action is the task that follows automatically within your Workflowy integrations.
Create Node
Creates a new node to perform a specific task or store data within the workflow.
Update a Node
Updates the specified node by setting the values of the parameters passed.
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.
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Frequently Asked Questions
To start, connect both your Workflowy and SuiteDash accounts to viaSocket. Once connected, you can set up a workflow where an event in Workflowy triggers actions in SuiteDash (or vice versa).
Absolutely. You can customize how Workflowy data is recorded in SuiteDash. This includes choosing which data fields go into which fields of SuiteDash, setting up custom formats, and filtering out unwanted information.
The data sync between Workflowy and SuiteDash 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 Workflowy and SuiteDash. 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 Workflowy
Workflowy is the place to collect your ideas, develop them, share them, and turn them into reality.
Learn MoreAbout 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.
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