CRM · CONNECTIONWork with SuiteDash: contacts, companies and projects, their custom attributes, marketing subscriptions and worlds.
Explore 16 workflow actions for SuiteDash, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Create a new company Please use /company/meta request for attributes full information * /company is the canonical address; /companies is accepted as an alias and behaves identically.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a new contact Please use /contact/meta request for attributes full information * /contact is the canonical address; /contacts is accepted as an alias and behaves identically.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Company meta attributes information * dummy request allowed.
Contact meta attributes information * dummy request allowed.
Returns a single company * dummy request allowed.
Returns a single contact * dummy request allowed.
Returns a single Project * dummy request allowed.
Get all existing Companies (Idle Companies are not available) * dummy request allowed.
Get all existing contacts * dummy request allowed.
Get all existing Projects * dummy request allowed.
Get all existing Worlds * dummy request allowed Only available with the WORLDS Power-up.
Project meta attributes information * dummy request allowed.
Subscribe contacts to marketing audiences.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a company Please use /company/meta request for attributes full information.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a contact Please use /contact/meta request for attributes full information.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a Project Please use /project/meta request for attributes full information.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in SuiteDash. A saved workflow is not a completed provider action.
