Gravity Forms integration with SuiteDash
How to Create new SuiteDash contacts for new Gravity Form submissions
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create new SuiteDash contacts for new Gravity Form submissions" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate SuiteDash integrations
SuiteDash actions
Nekton can use any feature that is available in SuiteDash API.
Using our advanced AI, you can easily create custom automations for SuiteDash.
Here are some typical actions you can do in your automated workflows.
Create Task
Creates a new task.
Create Project
Creates a new project.
Update Company
Update company.
Update Project
Update project.
Find Company
You can find a company by Name or Id.
Find Project
You can find a project by Name or Id.
About SuiteDash
SuiteDash is a multi-tool business management platform that enables collaboration & communication both with your team, and with your clients.