SuiteDash

suitedash is an all in one business software offering client portals, project management, invoicing, and crm integrating suitedash with make com allows users to automate client onboarding, synchronize contacts, and streamline project and invoice workflows between platforms this is ai generated content based on official suitedash documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //suitedash com/ directly requirements to use the suitedash app in make, you must have an active suitedash account with admin or super admin access and api credentials, https //suitedash com/ for subscription, refer to the https //suitedash com/ connect suitedash and {{product name}} to get started, you must first create a connection between suitedash and {{product name}} , allowing the two services to communicate obtain your basic in your suitedash account create the connection in make obtain your basic in your suitedash account before you create the connection in {{product name}} , you should first obtain your basic in your suitedash account to obtain your basic navigate to the flyout menu and select integrations click secure api at the top of the page copy the api key labeled as public id copy the api key labeled as secret key if a secret key does not exist, click add secret key , name it, click save , and then copy the secret key shown you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //help suitedash com/article/550 secure api create the connection in {{product name}} https //www make com/en/register , add the suitedash module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your suitedash account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page suitedash modules after connecting to the suitedash app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a company creates a new company record in your account create a contact creates a new contact record in your selected application get a company fetches detailed information about a specific company using its unique id get a contact fetches detailed information for a specific contact using its unique id list companies fetches and displays a list of all companies stored in your account list contacts fetches a list of all contacts stored in your account make an api call executes a custom api request to the connected service using your authorized credentials subscribe contacts to marketing audiences adds contacts to specific marketing audiences for targeted campaigns update a company updates the details of a specific company identified by its unique id update a contact updates the details of a specific contact using its unique id templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} suitedash resources you can have access to more resources related to this app on the following links https //community make com/search?q=suitedash https //suitedash com/ https //app suitedash com/secure api/swagger https //www make com/en/integrations/suitedash