Connect SuiteDash and Formatter by Zapier to unlock the power of automation
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Choose a Trigger
Choose an Action
How Zapier works
Zapier makes it easy to integrate SuiteDash with Formatter by Zapier - no code necessary. See how you can get setup in minutes.
Select a trigger from SuiteDash
A trigger is an event that starts your Zap and runs the workflow. For example, with SuiteDash, a trigger could be "New Company."
Setup an action from Formatter by Zapier
An action is what takes place after the automation is triggered. For example, with Formatter by Zapier, the action could be "Date / Time."
That’s it! You just connected SuiteDash to Formatter by Zapier
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Connect SuiteDash and Formatter by Zapier to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Company
Triggers when a new company is created.
Try ItTriggerPolling - New Project
Triggers when a new project is created.
Try ItTriggerPolling - Type
- StatusRequired
- PriorityRequired
- Project
- Assign User
- Task TitleRequired
- Estimated Time Required (Hours)
- Total Time Spent (Hours)
- Task Description
- Due Date
- Tags
ActionWrite- Project Template
- Project Status
- Users Assigned to the Project
- Assigned ClientRequired
- Company NameRequired
- Estimated Completion DateRequired
- Task Description
- Estimated Value
- Currency
- Project Leader
- Set Estimated Time/Time Spent As
ActionWrite
- New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - New Task
Triggers when a new task is created.
Try ItTriggerPolling - Company NameRequired
- Category
- Primary Phone
- Work Email
- Home Email
- Im
- Website
- Physical Address
- Background Info
- Work Phone
- Shop Phone
- Home Phone
- Tags
- Associated Contacts
- Role
- First Name
- Last Name
- Primary Email
ActionWrite- Role
- First Name
- Last Name
- Primary Email
- Company
- Create Company if No Exact Match
- On-Boarding FLOW
- Folder Generator
- User Timezone
- Coordinator
- Assign Circle
- Event Generator
- Audience
- Schedules
- Project Generators
- Tags
- Physical Address
- Address Line 1
- Address Line 2
- City
- State / Province
- ZIP / Postal Code
- Country
- Work Email
- Home Email
- Background Info
- Task TitleRequired
- Primary Phone
- Work Phone
- Shop Phone
- Home Phone
- Website
- Send Email to Coordinator
- Send Portal Access Invitation
- Amount
- Title
- Currency
- Plan
ActionWrite
Learn how to automate Formatter by Zapier on the Zapier blog
About SuiteDash
SuiteDash is a multi-tool business management platform that enables collaboration & communication both with your team, and with your clients.
Related categories
About Formatter by Zapier
Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.