SuiteDash
With SuiteDash modules in Make, you can manage the contacts and companies in your SuiteDash account.
To use the SuiteDash modules, you must have a SuiteDash paid account. For subscription information, refer to the SuiteDash Pricing page.
Refer to the SuiteDash API documentation for a list of available endpoints.
Connect SuiteDash to Make
To establish the connection, you must:
Obtain your Public ID and Secret Key in SuiteDash
To obtain your API key from your SuiteDash account:
Log in to your SuiteDash account.
Go to Integrations > the Secure API tab.
Copy the Public ID value shown and store it in a safe place.
Click + Add Secret Key.
In the Name field, enter the name for the Secret Key.
Click Save.
Copy the Secret Key value shown and store it in a safe place.
You will use this value in the Public ID and Secret Key fields in Make.
Establish the connection with SuiteDash in Make
To establish the connection in Make:
Log in to your Make account, add a SuiteDash module to your scenario, and click Create a connection.
Optional: In the Connection name field, enter a name for the connection.
In the Public ID field, enter the Public ID copied above.
In the Secret Key field, enter the Secret Key copied above.
Click Save.
You have successfully established the connection. You can now edit your scenario and add more SuiteDash modules.
Build SuiteDash Scenarios
After connecting the app, you can perform the following actions:
Contacts
Retrieves a list of contacts.
Connection | |
Limit | Enter the maximum number of results to be worked with during one execution cycle. |
Creates a new contact.
Connection | |
First Name | Enter the first name of a new contact. |
Last Name | Enter the last name of a new contact. |
Primary Email | Enter the main email address of a new contact. |
Role | Select or map the role. |
Name Prefix | Enter the name prefix. |
Home Email | Enter the home email of a new contact. |
Work Email | Enter the work email of a new contact. |
Send welcome email | Select or map whether you want to send a welcome email to a new contact. |
Primary Phone | Enter a main phone number of a new contact. |
Home Phone | Enter a home phone number of a new contact. |
Work Phone | Enter a work phone number of a new contact. |
Shop Phone | Enter a shop phone number of a new contact. |
Title | Enter the title of a new contact. |
Tags | Add or map a tag. |
Website | Enter a webpage address of a new contact. |
Background Info | Enter background information about a new contact. |
Notes | Enter or map a note. |
Company | Enter the name of a company that you want to add a new contact to. If you select Yes in the Create company if not exists field, Make will also create a new company in your SuiteDash account with a new contact added to the company. |
Add to communities | Specify or map a community where you want to add a new contact to. |
Address | Enter an address of a new contact. |
Circles | Specify or map a circle where you want to add a new contact to. |
Custom fields | Add a custom field for a new contact. |
Retrieves an existing contact by its ID.
Connection | |
Contact ID | Enter the ID of the contact you want to get. |
Updates an existing contact by its ID.
Connection | |
Contact ID | Enter the ID of the contact you want to update. |
First Name | Enter the first name of a contact. |
Last Name | Enter the last name of a contact. |
Primary Email | Enter the main email address of a contact. |
Name Prefix | Enter the name prefix. |
Home Email | Enter the home email of a contact. |
Work Email | Enter the work email of a contact. |
Send welcome email | Select or map whether you want to send a welcome email to a contact. |
Primary Phone | Enter a main phone number of a contact. |
Home Phone | Enter a home phone number of a contact. |
Work Phone | Enter a work phone number of a contact. |
Shop Phone | Enter a shop phone number of a contact. |
Title | Enter the title of a contact. |
Tags | Add or map a tag. |
Website | Enter a webpage address of a contact. |
Background Info | Enter background information about a contact. |
Notes | Enter or map a note. |
Company | Enter the name of a company that you want to add a contact to. If you select Yes in the Create company if not exists field, Make will also create a new company in your SuiteDash account with a new contact added to the company. |
Add to communities | Specify or map a community where you want to add a contact to. |
Remove from communities | Specify or map a community where you want to remove a contact from. |
Address | Enter an address of a contact. |
Circles | Specify or map a circle where you want to add a contact to or remove from. |
Custom fields | Add a custom field for a contact. |
Subscribes contacts to marketing audiences.
Connection | |||||||||
Contacts | Add a contact and an audience that you want to subscribe a contact to.
|
Companies
Retrieves a list of companies.
Connection | |
Limit | Enter the maximum number of results to be worked with during one execution cycle. |
Creates a new company.
Connection | |
Name | Enter a name for a new company. |
Role | Select or map the role. |
Phone | Enter the phone number of a new company. |
Category | Specify the category of a new company. |
Primary contact | Specify main contacts of a new company. If you select Yes in the Create primary contact if not exists field, Make will also create a primary contact for a new company in your SuiteDash account. |
Home Phone | Enter a home phone number of a new company. |
Work Phone | Enter a work phone number of a new company. |
Shop Phone | Enter a work phone number of a new company. |
Website | Enter a webpage address of a new company. |
Tags | Add or map a tag. |
Background Info | Enter background information about a new company. |
Add to communities | Specify or map a community where you want to add a new company to. |
Address | Enter an address of a new company. |
Public custom fields | Add a public custom field for a new company. |
Private custom fields | Add a private custom field for a new company. |
Retrieves an existing company by its ID.
Connection | |
Company ID | Enter the ID of the company you want to get. |
Updates an existing company by its ID.
Connection | |
Company ID | Enter the ID of the company you want to update. |
Name | Enter a name for a company. |
Phone | Enter the phone number of a company. |
Category | Specify the category of a company. |
Home Phone | Enter a home phone number of a company. |
Work Phone | Enter a work phone number of a company. |
Shop Phone | Enter a work phone number of a company. |
Website | Enter a webpage address of a company. |
Tags | Add or map a tag. |
Background Info | Enter background information about a company. |
Add to communities | Specify or map a community where you want to add a company to. |
Remove from communities | Specify or map a community where you want to remove a company from. |
Address | Enter an address of a company. |
Public custom fields | Add a public custom field for a company. |
Private custom fields | Add a private custom field for a company. |
Other
Performs an arbitrary authorized API call.
Connection | |
URL | Enter a path relative to |
Method | Select or map the HTTP method you want to use: GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. |
Headers | Enter or map the desired request headers. You don't have to add authorization headers; we already did that for you. |
Query String | Enter or map the request query string. |
Body | Enter the body content for your API call. |