SuiteDash
 | SuiteDash is an all-in-one business software platform offering client portals, project management, CRM, invoicing, and automation. Integrating SuiteDash with Make.com enables automated client onboarding, project updates, and invoice management directly within users' SuiteDash accounts. |
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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 SuiteDash directly.
Requirements
To use the SuiteDash app in Make, you must have an active SuiteDash account and an API Key, create your account on SuiteDash. For subscription, refer to the SuiteDash pricing page.
Connect SuiteDash and Make
To get started, you must first create a connection between SuiteDash and Make, allowing the two services to communicate.
Obtain your API Key in your SuiteDash account
Create the connection in Make.
Obtain your API Key in your SuiteDash account
Before you create the connection in Make, you should first obtain your API Key in your SuiteDash account.
To obtain your API Key :
Navigate to the Flyout Menu.
Click Integrations.
Select Secure API at the top of the page.
Copy the API key labeled as Public ID displayed on the page.
Copy the API key labeled as Secret Key displayed on the page.
You will use this value while creating a connection in Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the SuiteDash module to your scenario, 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 Connect an applicationConnect an application. page.
SuiteDash modules
After connecting to the SuiteDash app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
SuiteDash resources
You can have access to more resources related to this app on the following links