Zapier Integration

What is Zapier?

Zapier is an online automation tool that connects your favorite apps, such as SuiteDash, WordPress, Shopify, and over 1,000 more. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration. Move info between your web apps automatically, so you can focus on your most important work. It's easy enough that anyone can build their own app workflows with just a few clicks.

How to start using Zapier

Firstly, you will want to click your profile picture in the top right to activate the Fly-out Menu.

In the column My Account, you'll find & click Integrations.

Then, scroll down until you see Zapier, and click the Use our Zapier integration button

You'll then be presented with the SuiteDash landing page on the Zapier website.

To start, you'll want to decide how you want to construct your Zap.

A Zap consists of a TRIGGER & an ACTION

Connecting your SuiteDash account

When you're ready to make your first Zap, click the Make a Zap! button in the top right of the Zapier site.

Let's setup a simple first Zap using SuiteDash as the TRIGGER.

Search for SuiteDash and select it as the Trigger App. Also, go ahead and make a name for this Zap.

Let's go ahead and set New Contact as the Trigger

Here's where we need to connect your SuiteDash account. Click the Connect an Account button.

When you click the button, you'll be presented with a new window that looks like this.

From your SuiteDash account, you should now copy & paste the requested information into place.

After you enter this information, click Yes, Continue and you should see the following:

Now that your SuiteDash account is successfully connected, you can follow the Zapier instructions to complete your planned Zap.

Sample Zaps

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